Montville, ME  |  207-322-1121

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Services

Personal Tax Returns

Federal and Maine individual returns (Form 1040), including wages, retirement income, investments, and itemized deductions.

Small Business & Self-Employed

Returns for sole proprietors and self-employed people (Schedule C), including self-employment income and quarterly estimated taxes.

Amended & Prior-Year Returns

Corrections to past returns, and help catching up on years you haven't filed.

Consultations

Help understanding letters from the IRS or Maine Revenue Services, and planning for the year ahead.

About Sara

Sara has more than 15 years of experience preparing tax returns and is an IRS‑registered tax preparer with a PTIN.

During tax season (January through April), appointments are available Monday through Friday from 7 AM to 6 PM, with Saturdays by appointment only. Meetings can be in person in Montville or remote.

What to Bring

  • Last year's federal and state tax returns
  • W-2s from every employer
  • 1099 forms (interest, dividends, retirement, contract work, Social Security)
  • Records of business income and expenses, if self-employed
  • Property tax, mortgage interest (Form 1098), and charitable donation receipts
  • Photo ID and Social Security numbers for everyone on the return

Tax Deadlines

Key dates for 2026 tax returns, filed in 2027

DateWhat's due
Jan 15, 2027Final estimated tax payment for 2026
Feb 1, 2027Employers and payers send out W‑2s and most 1099 forms
Apr 15, 20272026 federal and Maine individual returns, and any tax you owe. Also the last day to request a federal extension, and the first estimated payment for 2027.
Jun 15, 2027Second estimated tax payment for 2027
Sep 15, 2027Third estimated tax payment for 2027
Oct 15, 2027Extended 2026 federal and Maine individual returns

An extension gives you more time to file, not more time to pay. Any tax you owe is still due April 15, and Maine's extension is automatic, so there's no form to file for it.

Maine estimated payments are generally due on the same dates as federal ones. When a date falls on a weekend or holiday, the deadline moves to the next business day.

Frequently Asked Questions

Fees depend on how complex your return is, such as how many income forms you have or whether you're self-employed. Call or email for a quote before your appointment.

Yes. Sara prepares both your federal and your Maine return.

Yes. Sara can prepare returns for past years and correct returns that were filed with mistakes. It's worth acting soon: if you owe tax, interest and penalties keep growing until the return is filed, and if you're owed a refund, you generally have only three years to claim it.

No. Appointments can be in person in Montville or remote, whichever is easier for you.

As early in the season as you can. Tax season runs January through April, and appointments fill up as the mid-April filing deadline gets closer. Booking early also gives you time to gather everything on the What to Bring list.

Don't ignore it. Most letters have a deadline for responding. Send Sara a copy, and she can explain what it means and what your options are.

The IRS issues most refunds for electronically filed returns within 21 days. Paper returns take longer. You can check your federal refund with the IRS's Where's My Refund? tool, and your Maine refund from the Maine Revenue Services home page. Both are in the Tax Links menu at the top of this page.

Yes. Federal law prohibits tax preparers from using or sharing your tax information without your consent.