E-mail Print PDF

FAQs and Links

Here are answers to some of the frequently asked questions that we receive.

  1. Where is my refund?

    Click here to check on the status of your federal refund and here to check on the status of your Maine refund.  Have your copy of your tax return available to provide the necessary identifying information.

  2. I received an IRS/Maine Revenue Service notice. What should I do now?

    Contact us as soon as possible. There may be specific timeframes that must be complied with in order to preserve your rights. After you have contacted us, please send us a copy of the notice. We will assist you in understanding the notice and accurately responding and resolving any issues presented.

  3. I received an e-mail from the IRS/Maine Revenue Services. What should I do now?

    This is a type of phishing where someone is trying to obtain your personal information. Always keep in mind that the IRS and Maine Revenue Service's policy is to NEVER contact you about your tax return by e-mail. Do not respond to these e-mails.

  4. Does my organization need an audit?

    Generally, the need for an audit is dictated by the users of financial statements. For instance, banks as part of lending agreements may require an audit. Nonprofits that receive federal or state grant awards may be required to have an audit. Compilation and reviews are also available as lesser assurance services. These services include fewer procedures which may satisfy the needs of the users of the financial statements. Please contact us with your specific details and we can advise you as to the requirements applicable to your situation.

  5. What do your services cost?

    Our fees are generally based upon the time spent and the level of the personnel assigned to your engagement.

  6. Who audits the auditor?

    Our accounting and auditing practices and procedures are subjected to a peer review process every three years in accordance with the requirements of the AICPA and the Maine Board of Accountancy. As part of the peer review process, we engage another CPA firm that is approved by the New England Peer Review board to review and report on our audit and accounting systems. We are pleased to report that our latest review, in October, 2013, resulted in a Pass, which is the highest level possible.

 

Federal and State Audit Information:

Maine DHHS Division of Audit

Maine DHHS Rule Chapters

Federal OMB Circulars

Federal Catalog of Federal Domestic Assistance

Federal Audit Clearinghouse

Governmental Audit Quality Center

FTC Red Flags Rule

More of Steve's Favorite Links:

Tech Soup:  The Technology Place for Nonprofits

Maine Association of Nonprofits

Nonprofit Risk Management Center

Federal and State Taxation:

Internal Revenue Service

Maine Revenue Service

Internal Revenue Code

 
People

Taxation

  • Tax return preparation for individuals and businesses
  • Tax planning and advisory services
  • IRS and Maine Revenue Services representation
People

Audit

  • Audit services to nonprofit organizations
  • Review and compilation services to nonprofits and for profit entities
  • Experience with a wide range of federal and state programs
People

Our Staff

  • Centrally located in Augusta, Maine with clients throughout Maine and New Hampshire
  • Staff of experienced and knowledgeable professionals
  • Committed to providing efficient and timely services to help our client thrive