Maine Income Tax & Financial Firm
We provide full-service tax and financial services to a wide range of clients throughout Maine.
We are proud to have served our customers successfully for more than 25 years!
Now also located at 331 Commercial Street, Rockport Maine, formally Van Steenberg & Associates.
Tax Season Protocol
Our process is the same for all locations. However you may drop off at the location nearest you, your accountant will work out of a single office and we will forward information to the appropriate office when needed.
Year End Consultations and Planning
Starting in November, as the year ends, we start appointments for tax planning and year end consultations. These are if needed and can be in person or over the phone. This is a great time to sit down and review your income and expenses
and plan how this will impact your taxes. We pause all in person appointments, at all locations, January 15th – April 15th.
Prepare Year-End Documents
If you use QuickBooks Please
Click Here to get a list of the reports we need to prepare taxes.
Please use our
Tax Organizers if you need a guide to prepare your information. If you are self employed you should use a personal and a small business organizer.
We Complete Your Taxes
We will complete your taxes once you have turned in all of your documents. The return will be based on the documents you submit. Please don’t drop your materials off until you have all of your documents in hand.