Frequently Asked Questions

Let us help you find answers to your 2020 tax questions below.
What is the cutoff date to get my taxes in to make sure they will be filed by April 15th?

In order to guarantee that we will have enough time to complete your taxes, we need your tax information dropped off or to see you for an appointment by March 31st, unless prior arrangements have been made in advance if you are out of town for the winter. Dropping off your tax information after this date will likely result in an extension being filed.

Can I get my taxes completed at the same time I drop off my tax information?

We generally do not complete your taxes while you are at you drop-off appointment.  If you have a simpler return, your tax professional may make the decision to do your taxes while you are there if time permits and you have all of your tax information with you and ready.  If you are a new client, we generally will not do your tax return while you are at your appointment since it takes longer to creat your profile and load your tax information.

Do I need to make an appointment to drop off or pick up my taxes?

You are more than welcome, if you feel that you don’t need to make an appointment to meet with your tax professional, to mail, upload to secure portal, or just drop/pickup your information at our front desk. We generally recommend this option if you have not experienced any significant changes in your tax situation, don’t have any complex questions or tax planning needs that can’t be answered over the phone or via email.

Can I schedule an appointment with my tax professional or drop off my tax information without an appointment even if I don’t have everything yet?

Our tax professionals are often booked out a week or two in advance, so we recommend you contact us ASAP to get your preferred date for scheduling. If on your appointment date you are missing information still, please keep your appointment and just plan on dropping that information off at the front desk later.

What should I expect for a turnaround time after I have dropped off all my tax information?

Our goal is to have your return completed within a week once we have received all your tax information in our office. Turnaround times are generally longer if you delay getting missing information to us or if we have an abnormally high number of people deliver their returns to us without meeting with a tax professional.

Is Lindgren Tax & Accounting, Inc. accepting new clients?

Our office does take new clients on a very limited and case-by-case basis, mainly based on current workload and availability.   If you contact our office, and we have stopped taking new clients for the season, we encourage you to come see us between May and December so we can review your prior year return and get you preloaded into our system for the next season.

If you generally prepare your own taxes and are not looking to utilize our services beyond the current season we likely will not be able to assist you.  If we did not complete your taxes last year, but may have in prior years you are still considered a new client.

Do I have to complete the annual organizer?

All clients, whether complex or simple need to complete this. Our industry is becoming more regulated and fines are becoming more of a reality if we don’t have the proper documentation on file for questions we need to ask, or documents needed on file. We cannot risk not having the proper paperwork on file, so our organizer is one way for you to guarantee that you and your tax preparer will not be subject to fees or fines.

Can I sign for my spouse?

Your spouse will need to sign for themselves unless we have been provided a copy of power of attorney paperwork allowing you to sign on their behalf. We can send the paperwork to be signed electronically if needed.

Can I sign for my kids?

Any children over the age of 18 will need to sign their own return unless we have been provided a copy of power of attorney paperwork allowing you to sign on their behalf.  We can send the paperwork to be signed electronically if needed.

Can I sign for my parents?

Your parent will need to sign for themselves unless we have been provided a copy of power of attorney paperwork allowing you to sign on their behalf. We can send the paperwork to be signed electronically if needed.

When will I get my refund, and can you deduct your fee from my tax refund?

Refunds will start being issued after February 15, 2020 and generally take 7 – 21 days once the return has been accepted by the government. We are not allowed to deduct our fee from your refund. We can, however, deduct your fee directly from your checking or savings account at the time we file your return.