Business Details
50+ Years
experience
Your Trusted Partner for Tax & Accounting Solutions
Lindgren Tax & Accounting has served Chisago Lakes and surrounding communities since 1970, offering comprehensive tax and accounting solutions. As a family-owned firm, we combine decades of expertise with personalized service, prioritizing long-term tax planning to minimize liabilities while maximizing savings for individuals and businesses. Our team of certified professionals delivers accurate, timely service across income tax preparation, payroll processing, and accounting, serving over 1,300 clients nationwide.We emphasize client education, proactive planning, and community engagement, maintaining memberships with the National Association of Tax Professionals and Chisago Lakes Area Chamber of Commerce. With flexible communication options and a commitment to quality, we build lasting relationships by providing meaningful financial guidance tailored to each client's unique needs.
Services
Tax Preparation
Payroll Services
Accounting Services
Tax Planning
Bookkeeping
Estate Tax Services
QuickBooks Assistance
Charitable Gambling Compliance
Federal & State Filings
Financial Statement Preparation
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of combined tax expertise and local market knowledge
- Our certified professionals provide comprehensive tax planning beyond basic preparation
- We guarantee accurate, timely service with personalized client education
- Our team maintains active community involvement and professional memberships
- We ensure secure document handling through multiple submission options
Services
Tax Preparation
We prepare individual and business tax returns for sole proprietors, partnerships, corporations, and non-profits. Our process includes reviewing financial documents, identifying deductions, and ensuring compliance with federal and state regulations. Clients receive personalized guidance to understand their tax situation and optimize future savings.
Payroll Services
We manage payroll for businesses with various payment schedules, including direct deposit and tax payment processing. Our services cover federal and state withholding calculations, tax form preparation (940, 941, W-2), and compliance reporting for Minnesota and Wisconsin employers.
Tax Planning
Our proactive approach identifies long-term tax savings opportunities by analyzing clients' financial goals. We help minimize future liabilities through strategic planning for retirement, inheritance, and business decisions while maintaining compliance with current tax laws.
Accounting Services
We offer bookkeeping, financial statement preparation, and QuickBooks setup/training. Our services help businesses maintain accurate records, generate financial reports, and ensure proper accounting practices for year-round financial management.
Charitable Gambling Compliance
We assist organizations with Minnesota Gambling Board compliance, including inventory program setup and tax reporting. Our services ensure proper documentation and adherence to state regulations for charitable gambling operations.
People
Cory Lindgren
President
Owner and Enrolled Agent with 20+ years of experience. Specializes in tax preparation, planning, and accounting. Active community board member and graduate of Metropolitan State University with an Accounting degree.
Courtney Knuth
Tax Professional
Enrolled Agent since 2020 with 6+ years of tax experience. Specializes in individual and business tax preparation. Available seasonally during tax hours and holds an Accounting degree from Concordia University.
Wade Clarin
Tax Professional
Seasonal tax preparer with 25+ years of finance and business strategy experience. Specializes in individual income tax returns. Holds a Business Finance degree from St. Johns University.
Questions
What is the deadline to submit tax documents for April 15th filing?
Submit all tax information by March 31st to guarantee timely filing. Late submissions may require extensions.
Can I get my taxes completed during the drop-off appointment?
We rarely complete returns during drop-off appointments unless you have a simple return and all documents ready.
Do I need an appointment to drop off documents?
Appointments are recommended during tax season, but you may drop off documents at the front desk without meeting a professional.
How long does tax return processing take?
Our goal is 7-10 business days after receiving complete documentation, though turnaround may vary during peak periods.
Are new clients accepted year-round?
We accept new clients on a limited basis seasonally. Contact us between May-December for next season preloading.
Can someone else sign my tax return?
Spouses, children over 18, or parents require power-of-attorney documentation for others to sign their returns.
