FAQs

Welcome to our FAQ page.

Below is a collection of our most frequently asked questions and answers. If, after reviewing this list, you still have a question, please do not hesitate to reach out!

PAYMENT & REFUND QUESTIONS

When are my individual taxes due?

Important Individual tax filing dates and deadlines can be viewed here: https://insights.larsongross.com/wp-content/uploads/2024/09/U.S.-Individual-Tax-Calendar.pdf

When are my business taxes due?

Important Business tax filing dates and deadlines can be viewed here: https://insights.larsongross.com/wp-content/uploads/2024/09/U.S.-Business-Tax-Calendar.pdf

When is my estimated tax payment due?

For estimated tax purposes, the year is divided into four payment periods. Each period has a specific payment due date. If you don’t pay enough tax by the due date of each payment period, you may be charged a penalty even if you’re due a refund when you file your income tax return at the end of the year.

You may send estimated tax payments with Form 1040-ES by mail, pay online, by phone or from your mobile device using the IRS2Go app. Visit Payments to view all payment options.

When to Pay Estimated Tax

Payment Period Due Date
January 1 – March 31 April 15
April 1 – May 31 June 15
June 1 – August 31 September 15
September 1 – December 31 January 15* of the following year. *See January payment in Chapter 2 of Publication 505, Tax Withholding and Estimated Tax
Fiscal Year Taxpayers If your tax year doesn’t begin on January 1, see the special rules for fiscal year taxpayers in Chapter 2 of Publication 505
Farmers and Fishermen See Chapter 2 of Publication 505

Note: If the due date for making an estimated tax payment falls on a Saturday, Sunday, or legal holiday, the payment will be on time if you make it on the next day that’s not a Saturday, Sunday, or legal holiday.

For the most current information, visit: https://www.irs.gov/faqs/estimated-tax

How do I make online tax payments/estimated tax payments for individuals?

Please visit the IRS Direct Pay site here for instructions: https://www.irs.gov/payments/direct-pay

or download our print-friendly .pdf here: https://insights.larsongross.com/wp-content/uploads/2024/08/IRS-Direct-Pay-to-Securely-Pay-Form-1040.pdf

How do I make online tax payments/estimated tax payments for businesses?

Am I required to send my tax payment check via certified mail?

While not required, we highly recommend using certified mail to send your payment so that you have a record of your filing. This record will serve as proof that your payment was mailed by the deadline should any issues arise.

I don't have a US bank account. Can I still make my tax payment onlne?

Yes! Please visit the IRS page on Foreign Electronic Payments for additional information: https://www.irs.gov/individuals/international-taxpayers/foreign-electronic-payments

I am a foreign client. How do I make a same-day wire transfer payment to the IRS?

Please visit the IRS page regarding “Same-Day Wire Federal Tax Payments” for additional information: https://www.irs.gov/payments/same-day-wire-federal-tax-payments

How do I check the status of my refund?

Please visit the IRS page regarding “Where’s My Refund?” for additional information: https://www.irs.gov/wheres-my-refund

How do I pay my Larson Gross invoice?

You can pay your Larson Gross invoice here: https://larsongross.com/payment-options/

TAX QUESTIONS

What is the status of my tax return?

Please call our office at 360-734-4280 and one of our administrative staff will assist you.

How do I request a copy of my tax return?

Please call our office at 360-734-4280 and one of our administrative staff will assist you.

How long should I keep tax documents?

Please visit these two resources for Individuals and Businesses:

For Individuals

For Businesses

How do I access my return in SafeSend?

If you are having trouble accessing your return in SafeSend (or signing it), please review these instructions: https://larsongross.com/wp-content/uploads/2024/01/Individual-SSR-Client-Guide.pdf or call our office at 360-734-4280 and one of our administrative staff will assist you.

How do I sign my Agreement Letter?

Please visit https://vimeo.com/893498395/dbf9f7dc68 for a video tutorial.

I have additional documents LG will need to complete my return. Where can I upload those?

Please call our office at 360-734-4280 and we will direct you to the correct person to provide you with a secure upload link.

I have received a notice from the IRS. What should I do?

Please contact your accountant directly and provide them a copy of the notice. They will provide you with further instruction of how to address your notice.

When will LG be sending out this year's tax worksheet/organizer?

Our tax worksheet/organizer is typically distributed mid to late January. Please note that if your contact information has changed (mailing address, email address, phone, etc.), you may update that here: https://larsongross.com/update-contact-info/

 

This tax worksheet/organizer is long! Is it necessary?

While our tax worksheet/organizer may be extensive, filling it out completely not only ensures that we have all of the necessary information to properly finalize your return, it also aids in efficiency as it allows us to digitally upload your information into our system, saving us time (and you, money!).

 

What is a tax Power of Attorney (POA)? Is it required?

A tax power of attorney, commonly referred to as Form 2848, is a legal document that authorizes you to appoint a tax professional to handle your tax matters and represent you before the IRS. This authorization allows the appointed representative to perform tasks such as filing tax returns, communicating with the IRS, accessing your confidential tax information, and representing you during audits or other tax-related issues.

While having a tax power of attorney is not mandatory, it is recommended in situations where you prefer or need someone else to manage your tax affairs. This document ensures that your designated representative has the authority to fully act on your behalf. Without a tax power of attorney, a tax professional’s ability to assist you may be restricted, particularly in complex matters like audits or disputes with tax authorities. Therefore, although not required, it is a valuable tool that can facilitate more effective representation.

 

GENERAL QUESTIONS

Are you currently accepting new clients?

Larson Gross is always eager to build new relationships with individuals and businesses where we can provide meaningful value. Please complete our “Get in Touch Form” to see if we are currently accepting clients with needs like yours.

 

Do I have to fill out the Get in Touch Form? Can I talk to someone today?

Yes. Because our team members provide services in a wide variety of speciality areas, we use the information collected on that form to ensure your questions/comments are routed to the appropriate individual who can best serve you. Typically, you will hear back from one of our team members within 3-4 business days.

What are your fees?

There are many factors that directly affect our service costs, however, a typical individual tax return starts around $1200 and a business tax return around $2000.

Can I contact your Wenatchee or Lynden office directly?

All of our offices are connected to the same telephone number. However, we can easily transfer you to the office location of your choice.

Does LG send my tax information off shore to have my return completed? I am confused by language found in my Agreement Letter.

Larson Gross may use team members or outsourcing professionals located outside of the United States for certain tasks in the tax return preparation process, which is why you see language about disclosing your information in your Agreement Letter. This is governed by IRS rules under Internal Revenue Code Section 7216, which requires your consent if your information is shared with individuals or teams located outside of the U.S., such as employees in Canada or outsourcing partners in countries like the Philippines.

However, Larson Gross remains in full control of the tax preparation, review, and final delivery of your return. Your information is handled with the same strong security measures whether the work is done domestically or internationally. If you’re uncomfortable, you can opt out, and Larson Gross will exclude your information from being shared outside the U.S. without impacting your service.

If you have any specific concerns, it may be helpful to review the 7216 Disclosure Consent form with your tax preparer.

Does LG help with Quickbooks?

Yes! We do offer support for QuickBooks, including assistance for clients and ad-hoc consulting. However, if it is a software-specific question we refer those inquiries to Intuit.

Can I drop documents off after hours?

While it varies by office, we do have secure after-hour drop boxes outside of our Bellingham, Lynden, and Burlington locations.

I am an IT Services client. How do I contact support?

To contact IT Support, send an email to [email protected] describing what the issue is or call us directly at 360-758-0002