AT Tax Services

Your appointment checklist

A starting point for getting organized. Gather items that apply to you and ask Antoine what else your return may require.

Appointment date/time:Meeting location:

1. Confirm our plans

Contact Antoine to confirm the appointment, meeting place, pricing, and travel availability. The usual travel range is 30–40 miles from Turner, Maine.Choose my home, Antoine’s home, a restaurant, office building, or job site. Arrange a comfortable, private space with a table and access to power.

Antoine brings the laptop, printer, and service with a SMILE!

2. Gather your paperwork

Your prior-year tax return, if available.Identification and information for everyone included on your return, as requested by Antoine.Income documents, such as W-2s, 1099s, and other income statements that apply.Records of expenses or other items you want Antoine to review.Business or nonprofit records, if applicable.Any tax notices or correspondence you want to discuss.Any additional documents Antoine has requested for your situation.

3. Bring your questions

Note changes in your household, work, or business since your last return.Write down questions about your return or future planning.

Questions / documents to ask Antoine about:

Call Antoine: (207) 240-6967
antoine.tolton@yahoo.com

This organizer is a starting point; your document needs depend on your situation. Confirm them with Antoine. Bring sensitive information directly to your appointment rather than putting it in a website message.

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