Tax Preparation / Bookkeeping
207.590.4427 call or text
linda@lttaxservicellc.com
ABOUT THE OWNER
Your Tax Preparation Expert
Owner Linda Treadway has specialized in personalized and business tax preparation for over 20 years. With extensive experience and a commitment to individual service, Linda takes the time to understand each client’s situation and ensure their return is prepared accurately and thoroughly.
Appointments are available in person at her office at 30 Not A Road in Lyman, Maine, where she meets with clients one-on-one to review documents and prepare returns together. For those who prefer, information can also be submitted via the form below or mail.
Pricing varies depending on the complexity of the return.
All are welcome here! 🌈LGBTQIA+ friendly
What to Bring to Your Appointment
To make the most of your appointment, please bring all relevant tax documents with you. Having everything ready helps ensure your return can be completed accurately and efficiently during your visit.
Personal Information
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Photo ID (driver’s license or state ID)
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Social Security numbers for you, your spouse, and dependents
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Bank account and routing number for direct deposit
Income Documents
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W-2 forms from employers
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1099 forms
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Social Security income statements (SSA-1099)
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Pension or retirement income forms (1099-R)
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Unemployment income (1099-G)
Home & Property
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Mortgage interest statement (Form 1098)
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Property tax statements
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Records of home purchases or sales
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Rental property income and expenses (if applicable)
Education & Family
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Tuition statements (Form 1098-T)
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Childcare provider information and expenses
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Adoption or child tax credit documentation
Health Insurance
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Form 1095-A (Marketplace insurance)
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Other health coverage forms if applicable
Self-Employed or Business Income
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Profit & loss summary
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Expense totals
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Mileage totals
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Business use of home information (if applicable)
Other Documents
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Charitable donation records
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Medical expenses
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Student loan interest statements (1098-E)
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Last year’s tax return (if you are a new client)
If you’re unsure whether something is needed, it’s always best to bring it along and we can review it together.
Business Tax Planning Worksheets
Self-Employed Business Expense Worksheet
If you file taxes as a self-employed individual or sole proprietor, this worksheet will help you organize the income and expenses typically reported on Schedule C, including common deductions such as supplies, marketing, home office expenses, vehicle mileage, and more. Download the worksheet below:
S-Corporation Expense Worksheet
For business owners who operate as an S-Corporation, this worksheet helps you gather important financial information needed for preparing your corporate tax return (Form 1120-S), including payroll, operating expenses, shareholder items, and accountable plan reimbursements. Download the worksheet below:
What to Expect at Your Appointment
At LT Tax Service, tax preparation is personal, thorough, and done with you — not behind the scenes.
Rather than having clients send in all their documents, Linda meets with each client in person in her home office and prepares the return while you’re there. This allows her to review everything together with you and ask questions that may help identify additional deductions or credits.
During your appointment you can expect:
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A one-on-one meeting with Linda
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A careful review of all your tax documents
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Questions to ensure your return is complete and accurate
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Immediate preparation of your tax return during the appointment
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A clear explanation of your results before filing
Frequently Asked Questions
Will my tax return be completed during my appointment?
In most cases, yes. Linda prepares your return while you are there and reviews everything with you in person. Most clients are able to electronically file their return before leaving the appointment, giving you the opportunity to ask questions and fully understand your return before it is submitted.
How long does a tax appointment usually take?
Appointments typically take about 60 minutes, depending on the complexity of your return and the number of documents that need to be reviewed.
Do I need to send my tax documents before the appointment?
No. Linda prefers to review documents in person during your appointment so she can go through everything with you and ensure nothing is missed. If you prefer, documents can also be sent by email or via the form below in advance.
If you have questions before your appointment, feel free to reach out — we’re happy to help you prepare.