Tax Worksheet for U.S. Resident Returns

We kindly request you complete the form below and submit all of the necessary documentation to prepare your U.S. Resident Income Tax Return. A reminder that your annual Agreement Letter has been sent to you and must be signed before Larson Gross can begin tax preparation.

To ensure your tax return is prepared and filed by the April 15th filing deadline, please submit your documentation no later than March 15th, 2023.

We look forward to serving you!


PERSONAL INFORMATION

 


DEPENDENT INFORMATION

 


HEALTHCARE INFORMATION

 


EDUCATION INFORMATION

 


EMPLOYMENT AND BUSINESS INFORMATION

 


INVESTMENT INFORMATION

 


RETIREMENT OR SEVERANCE INFORMATION

 


PERSONAL RESIDENCE INFORMATION

 


DEDUCTIONS & CREDITS INFORMATION

 


GIFTING INFORMATION

 


REGULATORY CORRESPONDENCE INFORMATION

 


FOREIGN INFORMATION

 


ESTIMATED TAX PAYMENTS MADE INFORMATION

 


If you made any Estimated Tax Payments during 2022, please fill out the applicable fields below:

Federal Date Paid

Federal Amount Paid

State & Date Paid

State Amount Paid

Q1

Q2

Q3

Q4

FINAL QUESTIONS

 



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


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