Resources & Links
Below are some online resources for Firm forms available for electronic fill in and signature, Tax Related, and Accounting links we recommend to our clients.
Firm forms
Miscellaneous
- Tax Return – Consent Form (Disclose & Use) Form – Authorization
- General Consent to Disclose Consent to Disclosure Form
Individual
- 2023 Engagement Letter Engagement Letter
- 2023 Extension Request Extension Request
- 2023 Questionnaire Questionnaire
Business
- 2023 Engagement Letter Engagement Letter
- 2023 Extension Request Extension Request
- 2023 Partnership (1065) Questionnaire Questionnaire
- 2023 S-corp (1120S) Questionnaire Questionnaire
- 2023 Corporation (1120) Questionnaire Questionnaire
Fiduciary
- 2023 Engagement Letter Engagement Letter
- 2023 Extension Request Extension Request
- 2023 Fiduciary (1041) Questionnaire Questionnaire
Non-Profit Organization
- 2023 Engagement Letter Engagement Letter
- 2023 Non-Profit (990) Questionnaire Questionnaire
Tax Related
Business Records Retention Schedule – Download PDF
Charitable (Tax Exempt) Organizations search – https://apps.irs.gov/app/eos/
Internal Revenue Service – www.irs.gov
Internal Revenue Service Account – https://www.irs.gov/payments/your-online-account
Internal Revenue Service (Where’s my refund status) – https://www.irs.gov/refunds
Maine Revenue Service- www.maine.gov/revenue/
Maine Revenue Service (Where’s my refund status) – https://revenue.maine.gov/_/
Maine Quality Child Care Certificate Search – https://www.maine.gov/dhhs/ocfs/support-for-families/child-care/quality-certificates
Accounting
Maine Society of Certified Public Accountants – www.mecpa.org
US General Accounting Office – www.gao.gov
American Institute of Certified Public Accountants – www.aicpa.org/
Freshbooks – https://www.freshbooks.com/
QuickBooks – www.quickbooks.com
Xero – https://www.xero.com/us/