Tax Process 2025

In general, our soft target date for receiving tax return information is February 15th. If you are able to submit information earlier, that is greatly appreciated. If your information is not available until later, please submit as soon as reasonable.

Phase 1: How to Submit Your Tax Information

  • Steps for Submitting Individual Return information:

    1. Gather tax information

    2. Complete annual tax questionnaire (mandatory): https://www.cognitoforms.com/lpctax/_2024taxquestionnaireforindividuals

    3. Upload tax documents at: www.LPCTax.com/sharefile

      • We recommend uploading tax documents at one time rather than piecemeal if possible

    4. Email us to confirm once you are ready for us to review your tax documents

  • Steps for Submitting Trust and Estate Return information:

    1. Gather tax information

      • See “What to Provide: Trusts and Estates” below for guidance on what information to provide.

    2. Upload tax documents at: www.LPCTax.com/sharefile

    3. Email us to confirm when you are ready for us to review your tax documents

    What to Provide: Trusts and Estates

    1. The amount of cash distributions for each beneficiary.

    2. The value of non-cash distributions for each beneficiary (if applicable)

    3. A summary of admin expenses for the trust during the year

    4. Address changes for the trust or any beneficiary, if applicable

    5. For additional items to provide, not specific to trusts, see: www.LPCtax.com/whattoprovide-individuals

  • Steps for Submitting Business Entity Return Information:

    1. Gather tax documents.

      • See “What to Provide: Businesses” below

    2. Upload tax documents at: www.LPCTax.com/sharefile

    3. Email us to confirm when you are ready for us to review your tax documents

    4. Upon completion of the return, we will email you regarding next steps. This includes:

      • Accessing the tax return via ShareFile

      • Scheduling a walk-through of the return (optional)

      • Paying our invoice (payable online via credit or debit card)

      • DocuSign for approving the tax return

    What to Provide: Businesses

    1. Profit and Loss statement summarizing annual income and expenses.

      • Depending on the business, this may be generated from Quickbooks, an Excel, an email summary, etc. The format that makes the most sense depends on the business.

    2. Information on any ownership or address changes

    3. If there were significant capital expenditures over $3,000, please provide a brief description.

    4. Additional items, if applicable/available:

      • Balance Sheet as of year-end

      • General Ledger report (transaction detail)

Phase 2: Wrapping up the Return

Upon completion of the return, we will email you next steps. This includes:

  • How to access a copy of the return to review

  • Scheduling a walk-through of the return (optional)

  • Paying our invoice (payable online via credit or debit card)

  • Approving the tax return (typically via DocuSign)