Home Welcome to our web site! We are a small tax preparation firm located on Bridge Street, along Cobbossee Stream in Gardiner, Maine.  We offer a full range of income tax and small business consulting services at affordable fees. We're flexible. We're friendly. And perhaps most of all, we listen.  For expert, affordable service from tax preparers who care about you, call us at (207) 582-1040.   News Check out the Articles/Newsletters page for the latest tax news.  On January 25th the White House planned to meet with the Middle Class Task Force to "preview initiatives for middle class families." See Jack's Fall-Winter 2009 newsletter, Fall-Winter 09-10 TaxClientNewsletter.doc, for the latest tax information.  The Summer2009TaxClientNewsletter.doc also contains helpful information regarding the many tax changes approved by Congress early in the year. What should I bring to my tax appointment?  Look at the Tax Appointment Checklist for reminders.  What are the standard mileage rates for 2010?  Scroll to the bottom of our "FAQs" tab for the rates. The First-Time Homebuyer Credit was extended by means of the "Worker, Homeownership and Business Assistance Act of 2009."  See these links for information relating to credits available for 2009 or 2008.  IMPORTANT!  In addition to filing form #5405, all eligible homebuyers must include with their 2009 tax returns one of the following documents in order to receive the credit: A copy of the settlement statement showing all parties' names and signatures, property address, sales price, and date of purchase. Normally, this is the properly executed Form HUD-1, Settlement Statement. For mobile home purchasers who are unable to get a settlement statement, a copy of the executed retail sales contract showing all parties' names and signatures, property address, purchase price and date of purchase. For a newly constructed home where a settlement statement is not available, a copy of the certificate of occupancy showing the owner’s name, property address and date of the certificate. In addition, the new law allows a long-time resident of the same main home to claim the homebuyer credit if they purchase a new principal residence. To qualify, eligible taxpayers must show that they lived in their old homes for a five-consecutive-year period during the eight-year period ending on the purchase date of the new home. The IRS has stepped up compliance checks involving the homebuyer credit, and it encouraged homebuyers claiming this part of the credit to avoid refund delays by attaching documentation covering the five-consecutive-year period: Form 1098, Mortgage Interest Statement, or substitute mortgage interest statements, Property tax records or Homeowner’s insurance records. 2009 Economic Stimulus Package signed into law 2/17/2009.  Click on these  links for more information: IRS; Commerce Clearing House (CCH); Maine's 1st and 2nd District Congressional Representatives, Chellie Pingree and Mike Michaud; and the State of Maine.   Will you be purchasing a new furnace, windows or doors?  Find out what equipment qualifies for the Federal Energy Credit.  The federal government reinstated the credits for 2009.  A salesperson, neighbor or friend may tell you the EnergyStar washer & dryer you are looking to buy qualifies for a tax credit.   That isn't necessarily so.  They may be confusing a manufacturer's rebate on EnergyStar appliances with the federal government tax credit.  Check the web link before you buy! Are the organizations to which you donate recognized as charitable institutions by the IRS?   Donations to some organizations are not tax deductible because the money is used for lobbying purposes.   Find out if your donations qualify for a deduction by going to Publication 78. Donating goods to charity?  We added guides from Goodwill Industries and The Salvation Army to help you determine the value of these non-cash articles donated to recognized charities.  Go to our "Links" page (drop-down menu from 'Resources') for commonly requested forms.    Do you need a copy of your tax return mailed or faxed to your bank or child's college?  Federal law now requires us to obtain your specific, written consent prior to fulfilling that request.  To comply with federal regulations "Consent to Disclose Information.doc" MUST be printed on 8/ 1/2" x 11" paper, using a 12-pitch font.        Member : AccountantsWorld, National Association of Tax Professionals, National Association of Enrolled Agents, National Society of Tax Professionals, and the National Society of Accountants.