If you are interested in Taxes Plus providing services, please contact us at 207-230-8624 or email email@example.com.
To Schedule Your Own Appointment
Please do not email sensitive documents.
- 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)
- New Client Engagement Letter (PDF)
- New Client Checklist (PDF)
New Client Organizer (PDF)