New ClientsInformation about becoming a new client of Lindgren Tax & Accounting
We are taking new income tax clients on a very limited basis this tax season through March 31st that are looking to build a long term relationship with our tax professionals. We do accept new clients after May 1st without restrictions. We will accept new bookkeeping and payroll clients year round.
Additionally, we will only be providing tax planning and consultation services for existing clients.
Note, a new client is anyone that we did not provide income tax planning and preparation services in the prior calendar year.
Items for a New Client Tax Return
In addition to the organizer and checklist on our forms page, the following are a listing of items needed if we did not complete your prior year’s tax return:
- Prior year’s tax return – We generally like to see at least the most recent tax return filed, but recommend you bring in the most recent two years of tax returns if available. In some cases, we may need the last five years of your returns if you are a business.
- Depreciation schedules for any rental properties and business assets or equipment from your prior year’s return. You will need to contact your prior tax professional if these are not included in your tax return copy already.
If you will not be able to come see us during tax season due to our cutoff date and would like us to still prepare your tax return you are responsible for filing your own extension and estimating any potential tax liability you may have so you can make a tax extension payment if necessary.
For future reference, once we have done your taxes in the prior year, the cutoff to see us for tax preparation is April 1st to ensure we will have enough time to prepare your return before the tax filing deadline.