Tax Worksheet for U.S. Business Returns

Were there any changes to the organization, partners, or shareholders addresses in 2022?

Yes

Please provide updated address info:

Was your business required to file forms 1099?

Yes

Will all required forms 1099 be filed by January 31st?

Yes

LG Prepared Forms 1099 and will file on my behalf.

Were there significant changes to your business model in 2022 or planned changes?

Yes

Please provide more detail regarding business model changes:

Please upload any legal documents related to the change(s) (or include it with your other uploaded documents):

Choose File

Have there been any changes in ownership during 2022?

Yes

Please provide more detail regarding ownership changes:

Please upload any legal documents related to the change(s) (or include it with your other uploaded documents):

Choose File

Does your business have any non-US based sales/customers or operations?

Yes

Please provide additional details regarding non-US based sales or operations:

Are there any new states in which your business has a physical presence, such as: real estate, equipment, inventory, employees or contractors?

Yes

Please provide additional details regarding these locations:

Did your company incur any research/experimental costs or computer software development costs in 2022?

Yes

If your business is taxed as a C-Corporation, did you make any estimated tax payments?

Yes

Please list dates and amounts of estimated tax payments in 2022:

Are you interested in tax planning consultations for your business in 2023?

Yes

Please provide additional planning details, if desired:

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:

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 2022.
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 2022.

The initial due date for filing this report is April 15, 2023 with an automatic extended due date to October 15, 2023, with no extension form required.

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

Does your business have accounts or signature authority over accounts (including bank accounts, brokerage accounts, mutual funds, trusts, retirement accounts or any other type of financial account (or combination of accounts)) in any country other than the U.S. for which the total balance for all accounts exceeded $10,000 USD at any point during 2022?

Yes

Will Larson Gross be preparing FinCen Form 114, Report of Foreign and Financial Accounts?

Yes

Please upload any additional documents necessary for properly preparing your tax return:

Is there anything else you would like us to know?

I am seeking services for a:

If you are seeking services for a business, what industry does your business operate in?

I am seeking the following services:

Please describe / list the type of services you're looking for:

How did you hear about Larson Gross?

What are you looking for from your CPA relationship?

Preferred LG office location:

Bellingham, WA

Burlington, WA

Lynden, WA

Wenatchee, WA

Yakima, WA

Please include as much detail as you can below about your current scenario and what services you are looking for:

FOREIGN BANK ACCOUNT REPORTING FORM QUESTIONNAIRE

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

Contact Information

Service Information