Fees – Tax Year 2017

We are a form based fee system – that means that we charge by forms used.  For the 2017 tax year, the minimum charge for filing a Federal and State return is $162.00.  This price includes: Federal 1040-EZ (prices are higher for 1040A and 1040)  W-2 (1 form) Standard deduction, and State of Maine return

Tax Reform and You

Confused by the impact the new tax reform will have on you? You’re not the only one.  Jacob Shamsian, a reporter for Insider and Business Insider, breaks it down for us.  His article is based on an average person who makes $40,000 a year.  We know that this particular situation does not apply to a […]

Tax Saver 2017 Edition

2017 Tax Saver – double click on this link to open our latest newsletter (remember to use the back arrow to return to the website!)    

Giving Thanks 2017

  As Thanksgiving draws near, we would like to share a few things for which we are thankful this year.  First, and foremost, we are thankful for our health and well-being.  That being said, we are so happy to report that Holly is doing fantastic following her hip replacement surgery on September 27th.  Her recovery […]

BEWARE OF THESE IRS SCAMS

Con artists and scammers are not a new thing. However, with the advancement of technology, the scammers are getting more savvy in their efforts. Please read the attached article to better understand how these people try to get you to part with your private information: doc00008020170720134402

IMPORTANT STATE OF MAINE WITHHOLDING INFORMATION

During tax season, we found that Maine had changed their withholding on your paychecks so there was a significant decrease in withholding on your 2016 paychecks. Depending on your tax situation: A) You may have had a significantly lower Maine refund then you normally had in the past. B) You may have ended up owing […]

PROOF OF RESIDENCY: NEW REQUIREMENTS FOR EARNED INCOME AND OTHER CREDITS

As you may have heard, the IRS is requiring that taxpayers provide proof of residency for their children when it comes to receiving the Child Tax Credit, Earned Income Credit, Additional Child Tax Credit, and the American Opportunity Education Credit.  We have to have this proof PRIOR to our filing your return.  We appreciate that […]

2016 TAX SAVER – December 2016

Remember to use the back arrow on your browser to return to the website! 2016-tax-saver

This and That

This and That is a new section of our website where we will post random, and not so random, bits of information. I don’t know about you, but I find Medicare so confusing.  Click the link to read the article by Jane Bryant Quinn that was recently published in the AARP Bulletin.  Medicare Info   Are you […]

The Candidates on Social Security

The upcoming election will be an interesting one, to say the least.  There are a lot of issues to be considered when selecting your candidate.  One issue of importance to a lot of our clients is Social Security.  Attached is an article from the July -August 2016 issue of the AARP BULLETIN in which both Hillary […]