Client Resources We aim to protect your interests and exceed your expectations. Service Rate Increase ShareFile Client Guide Businesses2025 Business Tax Return Cover Letter2025 Business Tax Return Engagement Letter2025 Small Business Checklist (Abridged)2025 Small Business Checklist Individuals2025 Individual Tax Return Cover Letter2025 Individual Tax Return Engagement Letter2025 Individual Tax Checklist 1099s1099 Perpetual Engagement Letter1099 Instructions (2025)1099 Worksheet (2025)1099 Worksheet (2025) (Fillable)Form W-9 MiscellaneousRecurring ACH Payment(s) Authorization Form2025 Crypto Currency ChecklistIRS Power of Attorney Form 2848Maine Power of Attorney Form 2848-ME Useful LinksMaine.gov E-Z Pay PortalIRS.gov Pay OnlineRefund StatusIRS Withholding CalculatorMaine Real Estate Bar Camp Maine PBN Radio Show LinkHomestead Exemption Application Homestead Exemption Program FAQGift Tax Information / FAQ Client Organizers will be mailed out in December and to please contact us if you have had any changes to your mailing address.