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Look here for the forms and other documents you can use to manage your taxes and other financial matters. If you can’t find what you’re looking for or you have questions, please contact us.

Please note that newer versions of this information may be released from time to time, so please check with us before you make any decisions related to the proper use of these tax forms for your situation.


Federal forms: IRS (Internal Revenue Service)
State of Maine forms: Maine Revenue Services

Accelerated Death Benefits: Exclusion for Accelerated Death Benefits
Adoption Credit: Adoption Credit and Exclusion for Qualified Adoption Expenses
Alimony: Deductible Alimony
Basis of Principal Residence: Basis of Principal Residence
Business Meals and Entertainment: Business Meals and Entertainment
Business Travel: Business Travel Away from Home
Business Website Costs: Business Website Costs
C Corporation: C Corporation as Choice of Entity
C to S Corporation: Converting from a C Corporation to S Corporation
Cancellation of Student Loans: Cancellation of Student Loans
Capital Gains: Capital Gains
Capital Gains Holding Rules: Holding Period Rules for Capital Gains Treatment
Capitalization Intangibles: Capitalization of Certain Costs in Respect to Intangibles
Caring for Elderly: Tax Aspects of Caring for an Elderly Individual
Casualty Gains: Casualty Gains
Casualty Losses: Casualty Losses
Charitable Contributions: Substantiating Charitable Contributions by Individuals
Child Credit for Employers: Child Care Assistance Credit Available to Employers
Child Tax Credit: Child Tax Credit
Classroom Expenses School Teachers: Deducting Out of Pocket Classroom Expenses of Elementary and Secondary School Teachers
Code 179: Code 179 Expenses
Commuting Expenses Home Office: Commuting Expenses of Taxpayers with Office at Home
Computer Software Costs: Computer Software Costs
Contributions of Computer Equipment: Corporate Contributions of Computer Technology or Equipment to Schools or Libraries
Contributions of Inventory: Corporate Contributions of Inventory for the Needy, Ill, or Infants
Contributions of Scientific Property: Corporate Contributions of Scientific Property for Education or Research
Corporate Charitable Contributions: Corporate Charitable Contribution Limitation
Corporate Directorships: Tax Aspects of Corporate Directorships
Corporate Expenses Officers/Shareholders: Corporate Expenses Covered by Officers or Shareholders
Costs and Attorney's Fees: Award of Costs and Attorney's Fees
Coverdell Education Savings: Coverdell Education Savings
Credit Starting Pension Plan: Tax Credit for Small Businesses for Costs of Starting a Pension Plan
Deductions Reduction High Income: Itemized Deductions Reduction for High Income
Dependency Exemption: Qualifying for Dependency Exemption
Dependency for Child Divorce: Dependency Exemption for Child of Divorced Parents
Depreciation Business Real Estate: Maximizing Depreciation Deductions for Business Real Estate
Depreciation for Automobiles: Depreciation Rules for Automobiles
Depreciation Qualified Leasehold Improvements: Favorable Depreciation Rule for Qualified Leasehold Improvements
Disability Income: Taxation of Disability Income
Disaster Losses: Disaster Losses, Election to Claim in Preceeding Tax Year
Distribution Direct Rollover: Lump Sum Distribution Direct Rollover
Distributions IRAs: Distributions from Traditional IRAs
Divorce: Tax Implications of Divorce
Domestic Partners: Domestic Partners
Donating Art: Donating Works of Art to Charity
Donating Car: Donating a Used Car to Charity
Donations Appreciated Stock: Charitable Donations of Appreciated Stock
Earnings and Profits: Corporate Current and Accumulated Earnings and Profits
Education Assistance Exclusion: Employer Provided Education Assistance Exclusion
Employee Cash Tips: Credit for Employee Tips
Employee Expense: How Employee Expenses are Deducted
Employee Terminations: Tax Aspects of Employee Terminations
Environmental Clean Up Expense: Environmental Clean Up Expense
Equitable Relief: Equitable Relief
Estate Tax Defferal: Estate Tax Defferal for Estates Including Closely Held Businesses
Estate Tax Marital Deduction: Estate Tax Marital Deduction
Exclusion Sale Residence: Exclusion of Gain on Sale or Exchange of Principal Residence
Filing During Divorce: Tax Filing Status During Divorce
Foreign Business Travel: Foreign Business Travel
Foreign Income Exclusion: Foreign Earned Income Exclusion
Frequent Flier Miles: Taxation of Frequent Flier Miles
Gift Tax: Federal Gift Tax
Gift Tax Exclusion: The Gift Tax Annual Exclusion
Group Health Plans: Group Health Plans
Group Term Life Insurance: Employer Provided Group Term Life Insurance
Hardship Withdrawals: Hardship Withdrawals and Loans from 401(k) Plans
Health Savings Accounts: Health Savings Accounts
Higher Education Costs: Higher Education Expense Deduction
Home Computer: Deducting Cost of Home Computer
Home Into Rental Property: Converting a Home Into a Rental Property
Home Office Telecommuting Employees: Office at Home for Telecommuting Employees
HOPE Credit: HOPE Credit
HOPE/Lifelitime Learning: HOPE Credit and Lifetime Learning Credit
Hybrid Automobile: Tax Treatment of Buying a Hybrid Automobile
Income Averaging Farmers/Fishermen: Income Averaging for Farmers and Fishermen
Income Tax Withholding: Adjusting Your Income Tax Withholding
Independent Contractor Rules: Independent Contractor Rules
Independent Contractor Status: Determine Independent Contractor Status
Individual Estimated Tax: Individual Estimated Tax
Information Sales Principal Residence: Exception to Information Reporting for Sales of Principal Residence
Inherited Property Basis: Inherited Property Basis
Innocent Spouse Relief: Innocent Spouse Relief
Investing in Municipal Bonds: Tax Aspects of Investing in Municipal Bonds
Job Search Expenses: Deductibility of Job Search Expenses
Junior Family Members on Payroll: Tax Benefits of Junior Family Members on the Payroll
Legal Fees in Divorce: Deductible Legal Fees in Divorce
Lessors Provide to Tennants: Treatment of Amounts Lessors Provide to Tennants
Life Insurance: Taxation of Life Insurance Dividends
Life Insurance Estate: Keeping Life Insurance Out of Your Estate
Lifetime Learning Credit: Lifetime Learning Credit
Like Kind Exchanges: Like Kind Exchanges
Limited Liability Company: Limited Liability Company
LLC: LLC as Choice of Entity
Local Transportation costs: Local Transportation Costs
Long Term Care: Cost of Long Term Care
Loss Tax Attributes Death: Planning to Prevent Loss of Tax Attributes at Death
Lottery Winnings: Taxation of Lottery Winnings
Maine’s 2006 1040S-ME short form: Maine 2006 1040 Short Form
Managing Own Investments: Deductions of Investor Who manages Own Investments
Marriage Penalty: Marriage Penalty
Married Filing Separate: When Married Couples Should File Separate
Meals and Lodging: Meals and Lodging Provided by Employer
Medical Deductions: Medical Deductions
Military Severance Pay: Military Severance Pay
Misc Itemized Deductions: Misc Itemized Deductions
Mortgage Deductions: Home Mortgage Deductions
Moving Expenses: Deductible Moving Expenses
Multiple Support Agreements: Multiple Support Agreements
Nanny Tax: Nanny Tax
New Car: Tax Strategies for Business People Stepping Up to a New Car
Nonfilers: Nonfilers
Offers in Compromise: Offers in Compromise
Option to Buy Real Estate: Tax Treatment of an Option to Buy Real Estate
Parent Entering Nursing Home: Tax Aspects of a Parent Entering a Nursing Home
Payment of Employee's Tax: Employer's Payment of Employee's Income Tax
Planning for College: Tax Planning for College
Points Purchase Residence: Deductibility of Points Purchase of Personal Residence
Points Refinancing Residence: Deductibility of Points Refincing Personal Residence
Premature Withdrawal from Certificate: Penalty for Premature Withdrawal from Certificate of Deposit
Property Distributions: Property Distributions
Providing Foster Child care: Tax Aspects of Providing Foster Child Care
Qualified Conservation Contributions: Qualified Conservation Contributions
Qualified Dividends: Qualified Dividends
Qualified Restaurant Property: Favorable Depreciation for Qualified Restaurant Property
Real Estate Cost Segregation: Real Estate Cost Segregation
Reduced Exclusion Sale Residence: Reduced Exclusion of Gain or Exchange of Principal Residence
Refinancing a Mortgage: Tax Aspects of Refinancing a Home Mortgage
Renewal Community Businesses: Tax Benefits for Investing in Renewal Community Businesses
Rental of Vacation Property: Rental of Vacation Property
Rental Real Estate Professional: Can an Owner of Rental Property Qualify as a Real Estate Professional
Repossession of Real Property: Repossession of Real Property
Repossession Personal Property: Repossession of Personal Property
Reservists and Military Personnel: Tax Relief to Activated Reservists and Military Personnel
Residence Basis in Divorce: Basis of Residence in a Divorce
Retention of Tax Records: Retention of Tax Records
Roth IRAs: Roth IRAs
S Corporation: S Corporation as Choice of Entity
Scholarships: Tax Treatment of Scholarships
Sec 199: The Code Sec 199 Deduction
Section 1244 Stock: Section 1244 Stock
Self Employed Health Insurance: Self Employed Health Insurance
Self Employment: Tax Aspects of Self Employment
Seller Paid Points: Seller Paid Points
SIMPLE & Simple 401(k): SIMPLE Retirement Plans and Simple 401(k) Plans
Simplified Employee Pensions: Simplified Employee Pensions
Smoking Cessation: Cost of Smoking Cessation as Medical Expense
Social Security: Taxation of Social Security Benefits
Social Security Two Employers: Recovering Excess Social Security Taxes Withheld from Employee with More Than One Employer
Special Education Deduction: Medical Expense Deduction for Special Education Costs
Sport Utility Vehicles: Faster Write Offs for Heavy Sport Utility Vehicles
Spouse Costs Business Trip: Deducting the Costs of a Spouse on a Business Trip
Stock Redemptions: Stock Redemptions
Student Loan Interest: Deduction for Student Loan Interest
Survivor's Filing Status: Survivor's Filing Status
Temporary Job Assignments: Deductions for Temporary Job Assignments Away from Home
Trade/Business Payments to Attorneys: Information Reporting for Trade or Business Payments to Attorneys
Transfers Marriage/Divorce: Transfers Between Spouses During Marriage or Incident to Divorce
Travel Expenses of Teachers: Deducting Travel Expenses of Teachers for Job Related Education
Volunteer Work for Charity: Tax Breaks to Those Who Do Volunteer Work for Charity
Weight Loss Deduction: Medical Expense Deduction for Weight Loss Program
Welfare to Work Credit: Welfare to Work Credit
Work Opportunity Credit: Work Opportunity Credit
Worthless Stock: Losses on Depreciated or Worthless Stock
Year End Tax Planning: Year End Tax Planning