New Client

If you are interested in Taxes Plus providing services, please contact us at 207-230-8624 or email
To Schedule Your Own Appointment

​Please do not email sensitive documents.

Then you:

  • Complete the New Client Organizer found in the link below
  • Provide a copy of your and your spouse’s (if applicable) current State ID or Driver’s License
  • Please provide a copy of your social security card and your spouse’s and child(ren) social security cards if applicable
  • Provide a copy of your last completed tax return
  • Provide current tax year’s information by US mail or secure portal (which we will set up for you when you become a Taxes Plus client)
  • Privacy Policy (PDF)
  • New Client Engagement Letter (PDF)
  • New Client Checklist (PDF)

New Client Organizer (PDF)