Frequently Asked Questions

If you still have questions after reading this page, then feel free to contact us by email or give us a call.

Our Firm

What are your office hours?
Our office hours are Monday-Friday 8:00 am – 5:00 pm. If you would like to drop off any documents outside of our operating hours, there is a secure drop-box on the side of the building on the side of our parking lot, labeled “Client Drop-Box.”

How long will it take for my tax return to be processed?
Once the front desk receives the required initial documents (signed engagement letter, tax organizer with a completed questionnaire for individual income tax returns, and supporting documents with a note of any expected documents not yet received), the tax preparer will begin work on your return and reach out if they need additional information. Once prepared, the tax return will be reviewed by Kim. The front desk will notify you once the tax return has been completed and the method of delivery. This process usually takes about 4-6 weeks depending on the complexity of the taxes.

What is the deadline to submit my initial documents to the office in order to file by the April 15th deadline?
The deadline to submit the initial documents to our office is March 15th. To have us file an extension on your behalf, please sign your engagement letter and confirm your total annual income by April 15th. If you need us to file a Vermont Homestead Declaration, please also send us a copy of your property tax bill.

How can I pay my invoice for KL Accounting Services?
We accept cash, checks, ACH, and debit card. You can request an electronic invoice from Kim LaBarge x102 or the front office x100. Starting 2026, we will no longer accept credit cards.

How can I update my contact details or preferred tax return delivery method?
You can update your contact details using the Client Information Verification Form. You can either mail or drop-off the form to our office or send us a scanned copy via our Secure Portal or email the office assistant, katie@labargeaccounting.com.

With the Client Information Verification Form, you may request that your tax return be delivered via one of the physical options or one of the digital options, or a combination of one physical and one digital option.
If you select “email with e-signature request,” you will be sent an email that includes: a copy of your entire tax return, an e-signature request for e-file authorization, and an online invoice.
If you select “upload to portal,” you will receive an email notification with the link to our secure portal and can login to download a copy of your scanned tax return, invoice, and e-file authorization form(s).

NOTE: If you submit any physical documents that are originals, please select a physical option.

How can I obtain a copy of my completed tax return?
Once the tax return is completed, the front desk will either email or call you to notify you that the return is ready for your review and signature and how you will receive it.

If you would like another copy of your tax return, please email or call the front desk x100 and let us know your preferred delivery method.

Our Secure Portal

What is the Portal?
The Portal is our platform to exchange files online between you and your tax preparer or bookkeeper.
NOTE: Please do not use the messaging feature on the Portal, since it does not create an alert to our staff. Please email or call the office if you have questions or need assistance.

How can I access the Portal?
You can log in via the link at the bottom of every page or see File Transfer Portal Login.

How can I request a Portal Account? / I forgot my username or password.
Please call the front desk x100 if you would like us to set-up a Portal account for you. If you have forgotten your username, email associated with the account, or password, please contact the front desk.

NOTE: The activation link expires 24 hours after the activation email is sent. Please email or call the front desk to have us resend the link.

How do I activate my Portal account?

  1. Type in your email and the password given by the administrator or tax preparer.
  2. Create a password for your account. The password must contain an upper case letter, a lower case letter, a number, and a special character (such as !, #, $, etc.).
  3. Click the Submit button. The Sign In screen displays.
  4. Enter your username and password and click the Sign In button.

How do I download documents from the Portal?

  1. When the home page displays, notice the My Folder menu to the left.
  2. Click Documents from Preparer.
  3. In the right window, your documents should appear. Click the Download link for a document.
  4. Select to open or save the file.
  5. If you select Save, follow the normal procedure you use when saving a file to your computer.

How do I upload documents to the Portal?

  1. Click the Documents to Preparer link under the My Folder section.
  2. In the right window, click the Upload link.
  3. Click the Select button to search for the file you would like to upload.
  4. The file should display under the button. Click the Upload button.
  5. The file will display in the right window. You have the opportunity at this time to rename or delete the file if necessary.
  6. Your preparer will be notified that a file is ready for downloading from you.

IRS General Questions

Where can I pay my federal taxes online?
You can create an account or login on the IRS website to make payments on your current tax balance due, estimated payments, or part of a payment plan.

When can I check on my refund status?
Your refund status is available:

  • 24 hours after you e-file a current year return
  • 3 days after you e-file a prior-year return
  • 4 weeks after you file a paper return

    You can check the status of your refund by logging into your IRS account or using the refund tracker on the IRS’s website under the header “Where’s my Refund” or calling the IRS at 1-800-829-1954.

When should I expect my refund?
The typical time to receive your refund depends on how you filed your taxes:

E-filed return – 3 weeks from the date it was e-filed
Mailed return – 6 or more weeks from the date they received your mailed return

NOTE: The IRS has started phasing out paper tax refund checks and other disbursements on Sept. 30, 2025.

How can I obtain an EIN?
The IRS will assign one to you for free.

What do I do if I forgot my EIN or lost the letter?
If KL Accounting has prepared your tax return before, please call the front office x100 to confirm your EIN.
If you are not a returning client, there are 3 ways to confirm your EIN
There are 3 ways to confirm your EIN:

  • Request an Entity transcript. See Get a business tax transcript.
  • Eligible Business Tax Account users can download a digital CP575, Employer Identification Number Verification Notice in BTA. It can be used as a substitute for the original CP575A-J notice series and Letter 147C, EIN Previously Assigned.
  • Call the IRS business and specialty tax line (800-829-4933). Regular Hours of Operation: M-F, 7 a.m. – 7 p.m. taxpayer local time; Alaska & Hawaii follow Pacific time. Request Letter 147C, EIN Previously Assigned.

Vermont Tax Return Questions

Where can I pay my Vermont taxes online?
You can create an account or login on the My VTax website to make payments on your current tax balance due, estimated payments, or part of a payment plan. See for Paying Tax Owed for a full list of instructions.

When can I check on my Individual refund status / Homestead Declaration & Property Tax Credit?
Your refund status is available:

  • 3 days after you e-file a current or prior-year return
  • 4 weeks after you file a paper return

    You can check the status of your refund or Homestead Declaration Credit by logging into your My Vtax account or calling VT Department of taxes at 802-828-2865.

When should I expect my refund?
The typical time to receive your refund depends on how you filed your taxes:

E-filed return – 3 weeks from the date it was e-filed
Mailed return – 6 or more weeks from the date they received your mailed return

What is the Vermont Homestead Declaration and Property Tax Credit?
The VT Homestead Declaration is a state law requiring property owners to file Form HS-122 annually by the April filing deadline. It identifies a property as a primary residence (homestead) rather than a non-homestead property. Homestead properties are taxed at different rates than non-homestead. By default, all property is considered non-homestead, unless it is declared as a homestead.

Am I required to file the Vermont Homestead Declaration?
You are required to claim the property as a homestead if you meet, or expect to meet, the following requirements:

  • You are a Vermont resident
  • You own and occupy a homestead as your domicile as of April 1, 2026.

    Please note: If you meet these requirements, except that your homestead is leased to a tenant on April 1, 2026, you may still claim it as a homestead if it is not leased for more than 182 days in the 2026 calendar year. If you occupy it for fewer than 183 days in the calendar year, you are no longer eligible for the credit and must withdraw the declaration.

What happens if the homestead is located in two adjoining towns?
The Homestead Declaration must be filed in both towns.

What happens if the property is transferred to a new owner after April 1?
If the property is transferred (by sale or some other type of transaction) to a new owner after April 1, the new owner waits until the following year to file the Homestead Declaration if the property qualifies as a homestead.

What if I rent my homestead?
All rental use is required to be reported even if it is 25% or under. The rental use percentage is generally the same as reported on your Federal income tax return.

An example for calculating rental use is:
1,800 square foot home with 365 square feet rented. The 20.27% rental use (365/1,800 is rounded to 20.00%. Eighty percent of your home will be taxed at the resident rate.

What happens if I rented property at the end of the year?
If you owned a Vermont homestead in the previous calendar year, sold the homestead before April 1, withdrew or did not file a Property Tax Credit and rented between the date of the sale and Dec. 31, you may be eligible for a Renter Credit Claim for rent paid in the previous calendar year.