Lindgren Tax & Accounting, Inc PRESORTED STANDARD
11183 Lake Blvd, Ste 102 US POSTAGE PAID
Chisago City, MN 55013 LINDSTROM MN
PERMIT NO. 283
Address Service Requested
PLEASE COMPLETE THE ENCLOSED ORGANIZER PRIOR TO YOUR DROP OFF APPOINTMENT.
NEW LOCATION REMINDER
WE MOVED TO CHISAGO CITY. WE ARE NOW LOCATED EAST OF MIDWEST ONE BANK IN THE ANYTIME FITNESS BUILDING.
Lindgren Tax & Accounting, Inc.
11183 Lake Boulevard – Suite 102, Chisago City, MN.
Phone: 651.257.2152 Email:
Tax season is officially here. Our tax professionals Cory Lindgren, Courtney Knuth, Colette Campbell and Colleen Mether will be serving you this coming year. We will be open extended hours from January 29 through April 16 as follows:
· Monday – Thursday: 9:00 AM to 9:00 PM
· Friday – Saturday: 9:00 AM to 4:00 PM
As a reminder our hours outside of tax season are Monday – Friday from 9:00 AM to 4:00 PM and by appointment outside of these hours.
New Name?
Some of you may have noticed that we have dropped the name Lindgren & Associates. As part of our move this year, our plan was to drop our DBA (Doing Business As) name and only go by our corporate name of Lindgren Tax & Accounting, Inc. By using this name solely, we hope the use of Lindgren Tax & Accounting, Inc. projects the services that we offer in a clearer manner.
New Location, New Mailing Address, Improved Service
As you should be aware we moved our office to 11183 Lake Boulevard – Suite 102, Chisago City, MN. This address is now our mailing address also. We no longer have a PO Box in Lindstrom since we are able to receive mail at our new location.
We share our building with Anytime Fitness next to Midwest One Bank on the south side of Highway 8. Some of you may have noticed that another local accounting/tax firm moved into our old location in Lindstrom, so please keep this in mind when you come to drop off your taxes or other information at our office.
Moving to this new location will allow for additional expansion in the future and increase scheduling availability with your tax preparer since everyone now has their own offices at this location. For this coming tax season, Lindgren Tax & Accounting, Inc. will be changing our business/service model a little bit also in an effort to improve our customer service. While the process of preparing your income taxes will not change, we are hoping these changes will improve your relationship, communication, and turnaround time for getting your taxes done. Most of these changes are in the background and won’t even be noticed, but we are confident that these changes will greatly improve our service and turnaround times.
Information Requested For Your Appointment or When Dropping Off Your Taxes
Many of our clients don’t feel the need to meet with any of our tax professionals. For those of you that have all your information put together and feel you don’t need to meet with your tax professional please complete the following information to help expedite the process when you drop off or upload your tax information:
1. Drop Off Checklist and Questionnaire– Enclosed
2. Copy of taxpayer and spouse’s driver’s licenses – We are required to have these on file.
3. Signed Engagement Letter – Enclosed – All clients must read and sign this prior to us preparing your return.
4. Detailed Client Organizer – Available on our website, and is optional if completed.
For those of you that will be meeting with your tax professional to drop off your taxes please have these items listed above completed in advance as well to better assist us at your appointment.
Lindgren Tax & Accounting, Inc. Staff Updates
This year you will be working with Cory, Courtney, Colette or Colleen. For those of you that worked with Karen Anderson last year, you will be working with one of these four preparers since she no longer works for our firm. We will also have a new employee, Wade, that will be assisting our tax professionals as needed with needed information follow up and the data entry part of the tax returns training during this coming tax season. Cory’s wife Shawna will also be around more this tax season assisting staff with various items as well.
Portal System & Electronic Signatures
Lindgren Tax & Accounting, Inc. launched an online portal system last year, with many clients electing to use this free service. Why should you elect to use this as well? First, you will now have 24/7 access to a digital copy of your tax return so there will no longer be a need to drag out your hard copy when you need to send a copy of your return to another party. Second, you can upload you tax documents to this folder if you do not need to meet with your tax professional and we can then download the documents so that we can prepare your taxes. If you aren’t already set up on this portal, please provide us your email addresses and we will get you set up with this service.
Additionally, some of you utilized the new electronic service for signing your returns. If you are not able to come into our office to sign the return so we can e-file it, we can now have you sign your return from your smartphone, computer etc. and will mail your return or upload a copy of the return and documentation needed to the portal mentioned above.
If you haven’t already done so, like Lindgren Tax & Accounting, Inc. on Facebook. Throughout the year we will post updates and other news. We will also be running some promotions throughout the year as well.
Important Dates and Deadlines:
· January 21, 2018 - Filing season opens with the IRS.
· March 5, 2018 – Deadline to drop off information for all C-Corporation, S-Corporation and Partnership returns to guarantee they will be completed by March 15, 2018 deadline.
· April 7, 2018 – Deadline to have your taxes dropped off and completed by the April 16th filing due date.
· September 7, 2018 – Deadline to drop off information for all C-Corporation, S-Corporation and Partnership returns to guarantee they will be completed by September 17, 2018 deadline if under an extension.
· October 5, 2018 – Deadline to have your taxes dropped off and completed by the October 15th filing due date if under an extension.
New Clients and Referrals
As our business grows we are taking new clients that we did not serve in the prior tax season on a limited basis. Please continue to refer your family and friends. While we do not have a set date during tax season where we will stop taking in new clients, we recommended that you let anyone that you are referring know that the sooner the better to ensure they will be able to meet with one of our preparers.
Elderly, Disabled, and Homebound Clients
Are you elderly, have a disability, or lack transportation availability? We may be able to meet with you at your residence to gather your information and then deliver your taxes. Please note there is an extra $10.00 fee ($5.00 each way for all appointments within 15 miles of our office. Additional charges may apply for appointments outside of 15 miles of our office.
Organizer, Checklist, and Worksheets
The following pages include our checklist of things to bring to your tax professional, a general questionnaire, and a sheet to complete for itemized deductions. Please complete these prior to your appointment to better assist your tax professional.
If you would like a more detailed organizer to put your information down, this is available on our website at www.lindgrentaxandaccounting.com under the Organizers & Worksheets Tab. If you need one mailed to you if you cannot access this from our website please contact our office and we will mail one to you. If you are self-employed, farm, own rental property, have a home office, have employee expenses that were not reimbursed for, sold property on installment/contract for deed, or sold your home we also have worksheets for these available under the Organizers & Worksheets Tab on our website.
· Organizer & Engagement Letter
· Small Business Self Employment Income and Expenses
· Partnership, C-Corporation, and S-Corporation Income and Expenses Worksheets
· Farm Income and Expenses
· Farm Rental Income and Expenses
· Real Estate Rental Income and Expenses
· Employee Business Expenses
· Home Office Expense
· Installment Sale/Contract For Deed or Sales To Related Party
· Home Sale
· Moving Expenses
New Laws and Tax Credits
Please visit our website for information regarding new tax laws and information about certain credits that you may be eligible for.
PLEASE PROVIDE THE FOLLOWING DOCUMENTS, COMPLETE THE INFORMATION ON PAGE X THROUGH X, AND SIGN THE ENGAGEMENT LETTER PRIOR TO YOUR APPOINTMENT
Required Paperwork
Driver’s license copy for taxpayer and spouse.
Income Tax Questionnaire – Enclosed
Signed Engagement Letter – Enclosed
2016 Income Tax Return – Only if we didn’t prepare the return
Forms For Tax Professional Checklist
Completed tax organizer and/or worksheets (from website) or your own personal summary of tax information
W-2 Forms – Wages from your employer
1099-R Forms – Income from an IRA, pension, or other retirement
1099-SA Forms – Social Security statement
1099-MISC Forms – Income reported from Self Employment. Also provide us with unreported income.
1099-INT Forms – Interest earned on savings, checking, and investment accounts
1099-DIV Forms – Dividends and capital gains distributions earned on savings and investment accounts
1099-B Forms – Report of stocks sold. Make sure you get the basis if not reported on the report.
K-1 Forms from partnership or corporation you own or an estate or trust you are the beneficiary of income and deductions
1099-G – Income from unemployment or other government payments
W-2G – Reported gambling winnings. You can offset these with documented losses.
1099-A or 1099-C Forms – For cancelation of debt and/or home foreclosure
Form 1099-SA – For distributions from a Health Savings Account
Form 1099-Q – Qualified Educations Savings Plan distribution
Other income– self-employment/business, farm, rental, alimony, jury duty, unreported tips, disability income, election judge, etc.
1095-A, 1095-B, 1095-C for Health Insurance Coverage verification
Deductions:
Form 1098-E – Student loan interest paid
Form 1098-T – College tuition paid
Daycare expenses (name of provider, address, tax ID number, and amount paid for each child)
Out of pocket medical expenses not covered by insurance or paid from a flex account or HSA
Form 1098-INT – Mortgage interest paid
Cash/Check/Credit Card Donations – Receipts are requested as documentation
Non-Cash Donations – In addition to receipts, please provide the following information (1) name of organization, (2) description of items donated, (3) date donated, (4) estimate or actual original cost of items donated, and (5) value of items donated.
Miscellaneous deductions - Union/Professional dues, Professional subscriptions, books, and supplies, Uniforms and protective clothing, Job search costs, Educator expenses, Tax return preparation fees, Investment counsel or advisory fees, Certain attorney or accounting fees, Safe deposit box rental, IRA custodial fees, Unreimbursed employee expenses: Number of nights out of town, Travel and lodging, Meals and entertainment, Mileage, Other unreimbursed expenses required for job
Address/Contact Information
PERSONAL INFORMATION / TAXPAYER / SPOUSEName
Driver license/identification #
Issue Date / Expiration Date
Occupation
Home phone
Cell phone
Email address
Street address: / Apt/unit/lot #:
City: / State: / Zip:
Note: Driver’s license information for the taxpayer and spouse are now required for your tax return.
Residency:
What states did you reside in during the tax year:
State / Start Date / End DateDirect Deposit
Checking Savings
Bank Name / Routing # / Account #Electronic Payment For Taxes/Estimates Due
Do you want to electronically pay your taxes due from the account listed above? Yes No
Do you want to electronically pay quarterly estimates from the account listed above? Yes No
Foreign Accounts:
Do you have assets or bank accounts in a foreign county? Yes No
Life Events
Tax Filing Status: Married Filing Joint Married Filing Separately Qualifying Widower
Head of Household Single Unsure
Dependent Additions
PERSONAL INFORMATION / Dependent #1 / Dependent #2Name
Date of birth
Social security number
Dependents To Remove From Prior Year
PERSONAL INFORMATION / Dependent #1 / Dependent #2Name
Death of Spouse/Dependent
NameDate of Death
Home Purchase/Sale/Refinance
Did you buy, sell, or refinance? Yes No
If so please provide the closing statement listing the closing costs and proceeds for the:
Purchase Sale Refinance – 10, 15, 20 or 30 Year (Circle One)
Did you have a short sale foreclose or abandon a principal residence or other real property? Yes No. If yes, attach closing or escrow statements, 1099-S, 1099-C, or 1099-A forms.
Complete Home Sale Worksheet on our website if you had a home sale, foreclosure, or abandonment.
Prior Year State Refund or Tax Payments
State #1 _____ / State #2 _____ / State #3 _____Refund
Amount Paid
Estimates Made For Tax Year Being Filed
Federal / State #1 _____ / State #2 _____ / State #3 _____Quarter 1 – Due 4/15/17
Quarter 2 – Due 6/15/17
Quarter 3 – Due 9/15/17
Quarter 4 – Due 1/15/18
Health Insurance Information
Was anyone covered through a Health Insurance Exchange (MN Sure) – We Need 1095-A
If your insurance was through employer or an individual policy please proved form Form 1095-B or Form 1095-C showing your months of coverage
Check Months of Coverage:
Jan / Feb / Mar / Apr / May / Jun / Jul / Aug / Sept / Oct / Nov / DecTaxpayer
Spouse
Health Savings Accounts
Did you have a Qualified Health Savings Account Insurance? Yes No. If yes…
What months did you have a Qualified Health Savings Account Insurance:
Policy Type / Start Date / End DateSingle
Family
HSA Contributions Made or Planned
Contribution Source / Taxpayer / SpouseNon-Payroll Contributions
Employee Payroll Contributions
Employer Payroll Contributions
Add’l Contribution Prior to 4/15/18
Roth IRA/Traditional IRA/SEP IRA