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/