Lindgren Tax & Accounting, Inc.

01/28/2026

Our annual organizers are going out in the mail tomorrow. You can also find digital copies here:

https://lindgrentaxandaccounting.com/forms/

They have been ready for mailing for almost three weeks, but we ran into some unexpected procedural changes with the post office for bulk mailers that held up the process.

Download protected Word Documents with editable fields.

01/20/2025

It's just about that time of year again! Organizers will be going out in the mail on Tuesday, January 21st. They are also on our website at https://lindgrentaxandaccounting.com/forms/ .

Reminder we are now located next to US Bank and across from Super 8 in Chisago City at the following address:
11515 Lake Lane
Chisago City, MN 55013

Tax season hours will start the week of January 27th.
Monday - Thursday: 9:00 - 8:00
Friday: 9:00 - 4:00
Saturday: 9:00 - 1:00

The following times are when our tax professionals will be taking appointments with our clients. These are subject to change, and may be adjusted based on additional availability at the discretion of the tax professional:

Cory Lindgren
Monday: 4:00 PM – 8:00 PM
Tuesday: 9:00 AM – 2:00 PM
Wednesday: 12:00 PM – 8:00 PM
Thursday: 9:00 AM – 2:00 PM
Friday: 9:00 AM – 3:30 PM
Saturdays: 9:00 - 1:00 (Starting March 1)

Courtney
Monday and Thursday: 5:30 PM - 8:30 PM
Saturday: 9:00 AM - 1:00 PM (Off 2/15 & 2/22)

Wade
Tuesday and Wednesday: 5:30 PM - 8:30 PM
Saturday: 9:00 AM - 1:00 PM (Off 2/8, 2/22, 3/8, 3/22)

Download protected Word Documents with editable fields.

04/20/2024

We started the move to our new office today and are about 90% complete. Monday our Internet will be getting installed so we can be back up and running.

Our new off-season hours are Tuesday to Thursday from 900 to 400. We will have Monday and Friday appointments and evening appointments available on a limited basis.

Our new location is located at 11515 Lake Lane, Chisago City, MN 55013. We are located in Suites 102,103, and 105, with Suite 102 being used as our mailing address. This location used to be the old Sylvan Learning Center and is in the same building as Wagner Chiropractic.

Please note our new location does not have 24 hour access, so we will not have a drop box and pick up box available.

Many have asked why we are moving again, after moving into the location we were in for the past seven years that worked so well. The main reason is to move into a space that is more of what we need, but could also offer us the ability to expand and contract without having to move to a new location. Over the past three years we have seen significant operational costs increase, this "downsizing" of space is hopefully going to help counteract this somewhat.

03/16/2024

Here is some food for thought on why we push our clients into Roth Retirement, while also having some Pre-Tax Retirement.

Example is a couple wants to be able to live off $125,000 in retirement.

Couple A - $48,000 from Social Security, $77,000 from Pre-Tax Retirement

Couple B- $48,000 from Social Security, $23,000 from Pre-Tax Retirement, $44,000 from Post-Tax (Roth) Retirement

Couple A Pays $16,000 in income taxes, and nets a living income of $109,000. Couple B Pays $0 in income taxes, and nets a living income of $125,000.

We do a lot of retirement tax planning with our clients, something most tax professionals do not do. We can help you meet your goals by working with you and your financial advisor.

01/11/2024

Our annual organizer's will be going out in the mail next Tuesday. Digital versions are available at https://lindgrentaxandaccounting.com/forms/

Our office hours will remain Tuesday - Thursday from 9:00 - 4:00 through January 26. If you are looking to get on our schedule you can start calling to get on our schedules this tax season on Tuesday, January 16th.

We will be open 9:00 - 4:00 Monday through Friday the week of January 29th. We are not guaranteeing any evening hours that week quite yet.

You may drop off your records starting January 16th during our business hours once you have them all ready if you do not need to meet with your tax professional. We cannot e-file until January 31st, but can have everything ready before then.

From February 5th - April 15th our hours will be:
Monday - Thursday: 9:00 - 8:00
Friday: 9:00 - 4:00
Saturday: 9:00 - 1:00 (Starting February 10th)

Cory will be available during most of the business hours for appointments.

Courtney will be taking appointments on Monday, Tuesday and Thursday evenings, and Saturdays.

Wade will be taking appointments on Tuesday and Wednesday evenings.

Download protected Word Documents with editable fields.

12/12/2023

We have our 2023 Income Tax Organizers are all printed and stuffed for the coming tax season. If for some reason you need or want one before we mail them the week of January 7th please feel free to stop in and grab one. You can also download them at https://lindgrentaxandaccounting.com/forms/

Our office will start offering tax season appointments with our tax professionals the week of January 29th. If you see Courtney or Wade we are asking that you hold of calling to get your appointment scheduled until after January 15th so we can wait until their scheduling availability is finalized. If you are looking to schedule with Cory, you can starting calling for his tax season availability next week. If you won't need to meet with your tax professional, you can still drop them off at our front desk or upload them to the client portal once you have your information ready.

We will be taking new clients this coming tax season on a limited basis. If you are already looking for a new preparer because your current one has passed away or retired we are asking that you bring in a copy of your 2022 taxes to our office prior to January 15, 2024 to guarantee we can get you in.

Download protected Word Documents with editable fields.

10/26/2023

We are three months away from tax season and we will be limiting what we take in for new clients again in 2024.

If you or anyone you know is considering a new tax professional or accountant for this coming year or tax season they are going to want to reach out to our office sooner than later. We prefer to meet with prospective new clients before the end of the year if they have something very complex and it's more than your basic tax return so we can preload a lot of your information in advance of tax season and become familiar with your tax situation.

There is a chance that new clients could be getting turned away by February 1. We will post when we are done taking clients for next season. By meeting with us and/or dropping off a copy of the 2022 tax season before January 12th you will be guaranteed a spot with us for the coming season, if we did not work with you last season.

As many may not know, the tax preparation is going to be facing some major struggles in the coming years as the older generation of preparers continues to retire or pass away (after being taxed to death all those years) and we struggle to find a new generation of preparers to enter the field. After trying for the last three years to even get an application for a candidate when we have posted the position, we have decided to not pursue adding a fourth preparer this year. Not long ago it was estimated that the average age of a tax professional is age 61, our three tax professionals fortunately help bring this average down.

See you all soon!

08/03/2023

We continue to get a ton of questions of filling out W-4s each week. Take a look at the following as there is no "one size fits all answer" anymore, so fine tuning your withholding takes a little more work.

How to Fill Out Your W-4 Forms by Cory Lindgren | Aug 3, 2023 | Uncategorized | 0 comments We continue to get a ton of questions each week on how to fill out a W-4, W-4P, and W-4MN. The following is some information outside of these instructions that are provided with the forms. Please note, if you....

08/09/2022

We are adding two additional seasonal tax preparers / tax professionals for the next tax season. Experience is not required, but strongly recommended.

Ideal candidate will want develop or expand on their current experience to build a long-term relationship with our clients by assisting them with their tax preparation and tax planning needs. We already have an established clientele and you would be working with clients that already use our firm.

Hours are somewhat flexible, with hours being 20 to 40 hours per week based on needs and availability, which would be finalized upon hire or shortly thereafter.

Accepting resumes through September 30th. Training will be provided, with compensation being hourly and/or commissioned based on experience.

Please email your resume and compensation requirements to [email protected].

08/09/2022

Lindgren Tax & Accounting, Inc. in Chisago City, MN is hiring a Payroll Processing Specialist/Office Assistant. Set hours will be Tuesday – Thursday from 9:00 – 4:00, with additional hours available after the close of each quarter and during tax season.

Primary responsibilities will include answering phones and processing payroll for our clients in QuickBooks desktop or online, filing monthly, quarterly, and annual payroll reports. Additional responsibilities will include assisting with data entry, photocopying, filing, and other general office needs as time allows. The ability to work independently, multi-task, and focus on attention to detail are critical.

Please email your resume and hourly pay requirements to [email protected]. Experience is preferred. but not required. Should have familiarity with QuickBooks and Microsoft Office Software. Position will start as early as Tuesday, September 6th. Resumes accepted through Friday, August 19th.

02/13/2022

Thank you for all of you that may have been considering us as a new preparer for this tax season. With how busy this tax season has already been compared to prior years we need to make sure we have enough availability the rest of this season for our returning clients from last year.

As a result, unfortunately we will not be able to take in any additional new clients the remainder of this year unless you are a business client and are bringing payroll and bookkeeping services to us also.