Welcome!
If you are looking for a tax professional, we welcome new clients and would like to make the process as easy as possible for you. Below you find a list of documents that you might need to submit, different ways to deliver them, and what to expect next. Please contact us with any questions.
Tax documents could include:
New Clients
- Prior year tax return
- Dates of birth for taxpayer, spouse, and dependents
- Phone Number and email address
Income
- W-2 Income forms
- All 1099 forms – FYI, if you have a copy, so does the IRS!
- K-1 form for S-Corp, Partnership, or Trust income
- Self Employed Income and Expenses (Schedule C)
- Rental Property Income and Expense (Schedule E)
- Farm Income and Expenses (Schedule F)
- Gambling Income
If you Itemize (Schedule A)
- Property Tax Bill – Also needed for Maine Prop Fairness Credit
- Mortgage Interest – Also needed for home-based business
- Charitable Donations- 300 and 600 with std ded no longer applies
- Medical Bills – deduction over 7.5 % of income
Other Information
- Did you make any quarterly estimates? If so, how much and when?
- Childcare facility costs
- Change in any dependent status (i.e. Still a student?)
- 1095-A Marketplace Health Insurance
- IRA contribution or distribution
- H.S.A medical contribution or distribution
- Education cost 1098-T or 1098-E
- Solar or other Energy Efficient Home Improvement
- Any relevant information not listed above!
Ways to deliver documents
- Drop off at Richmond Office – Drop box available if after-hours
- US Mail – Can be copies or originals
- FAX – (571) 210-1239
- Upload electronically – See our website for the link on the top right - SEND FILES
- Please email (info@AbearAccounting.com) to confirm receipt.
What happens next?
- After a review, we will contact you with any questions.
- Paper documents will be scanned and mailed back along with the tax returns.
- Once complete, we will mail back the tax returns along with an invoice and an e-file authorization form (8879). Please sign the authorization form and mail back along with payment. Electronic copies (PDF) of tax returns available on request.
- In peak season, it could take several weeks to process and get everything back to you. We appreciate your patience!
- If you are out of town, you can request to e-sign the 8879 e-form via email.
- For direct deposit, we need the bank account and routing numbers.
- If you owe and would like to pay electronically, please let us know.
- If you would like to have next year’s quarterly estimates automatically paid, please let us know. There is not an additional fee for e-payment.