Tax Worksheet for U.S. Business Returns

We kindly request that you complete the form below and submit all of the necessary documentation to prepare your U.S. Business Tax Return. Also, a reminder that your annual Agreement Letter has been sent to you and must be signed before Larson Gross can begin tax preparation. For questions about how to sign your agreement letter, please visit our Support Resources page.

To ensure your tax return is prepared and filed by the deadline, please submit your documentation no later than February 15th, 2024.

We look forward to serving you!

NEW in 2023: The form below saves your data as you proceed to each step, so should you be interrupted, you can return to where you left off without losing your progress.

In addition, please be sure to keep an eye out for any small blue circle “tool tips” after questions. These tips provide additional information about supporting documents that should be uploaded at the end of the form under the “Upload Documents” section.


Tax Worksheet for Business
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FOREIGN BANK ACCOUNT REPORTING FORM QUESTIONNAIRE

Business, trust, and estate entities created or organized under the laws of the U.S. are required to electronically submit FinCEN Form 114, Report of Foreign Bank and Financial Accounts, if either of the following applies:

  1. The entity has or had a bank account, brokerage account, mutual fund, trust, retirement account or any other type of financial account (or any combination of accounts) in any country other than the U.S. for which the total balance of the aggregated accounts exceeded $10,000 USD at any point in time during calendar year 2023.

  2. The entity has signature authority over any of the types of accounts listed above in any country other than the U.S. for which the for which the total balance of the aggregated accounts exceeded $10,000 USD at any point in time during calendar year 2023.

The initial due date for filing this report is April 15, 2024 with an automatic extended due date to October 15, 2024, with no extension form required.

 

To ensure the filing obligation for this report is met, please check the appropriate box(es) below.



UPLOAD DOCUMENTS

Please upload any documents necessary for properly preparing your tax return, including legal documents referring to business model or ownership changes:


Questions? Please reach out to your main point of contact via email or phone or call our main office line at 360.734.4280.