Tax Forms & Worksheets:
Forms Required At Your Tax Appointment:
- Authorization For Disclosure (new clients only)
- 2023 Tax Return Organizer-Questionnaire – PDF Version
- 2023 Tax Return Organizer-Questionnaire – Microsoft Office Version
- 2024 Engagement Letter – Required For All Clients
- Your Prior Years Federal & State Tax Returns If Not Completed By Lindgren Tax & Accounting, Inc.
Forms:
- Small Business Self Employment Income and Expenses
- Partnership, C-Corporation, S-Corporation Income and Expenses
- Farm Income and Expenses
- Farm Rental Income and Expenses
- Real Estate Income and Expenses
- Home Office Expense
- Installment Sale, Contract For Deed or Sale to Related Party
- Home Sale
- Moving Expenses
If you have any questions or concerns please contact our office at 651.257.2152
Helpful Documents:
Click any link to download:
Business Brochures
- Starting A Business
- Choosing Your Business Entity
- Tips For Self Employed Taxpayers
- Hobby Or A Business
- Employee or Independent Contractor
- Rental Property
Retirement Brochures
Deduction Brochures
- Charitable Contributions
- Home Ownership & Taxation
- Vehicle Deductions
- Meals & Incidental Expenses
- Home Office
- Casualty & Theft Losses
- Gambling
- Health Savings Accounts
Family Related Deductions & Credits
Educational Credits & Deductions
Occupational Brochures
Other Brochures