Resources

Tax planning made less taxing.

The resources below will help us create and maintain a tax plan that’s customized to your specific requirements. Each is designed by our TaxPlus team for greater simplicity and accuracy. If you’re due to receive a refund, use the links below to track its progress online.

Tax Organizers

These are our latest organizers for the current tax year. As part of our planning service, we will identify which organizers are right for you, and ask you to complete them to help us find additional deductions and savings.

Downloads:

General Organizer

Schedule A: Itemized Personal Deductions

Schedule C: Self Employed

Schedule E: Rental Property


Client Appointment and Authorization Forms

We ask our new clients to complete and bring these brief forms to our first consultation. They contain standard information that we require for your tax file. We also need permission to act as your tax adviser and preparer if you retain our services.

Downloads:

Client Contact and Information Form

Client Engagement Letter


Client Interview Form

This checklist will ensure we receive everything we need to accurately prepare your tax returns. It’s designed for new clients, but existing clients also find it helpful as an annual reference.

Downloads:

Client Interview Form


Online Refund Tracker

If you’re waiting for a federal or State of California tax refund, you can quickly check the status online. Here are the links.

IRS Refund Status

State of California Refund Status


City of Los Angeles, Office of Finance – Business Tax Registration

All individuals or entities conducting business activities within the City of Los Angeles are required to apply for and obtain a Business Tax Registration Certificate with the City of Los Angeles, Office of Finance. You may also have to register with other Federal, State, and Local government agencies depending on the structure and location of your business. Certain types of businesses are exempt from registration. Certain organizations which are conducted solely for charitable or religious purposes, may be entitled to receive tax-exempt registration certificates upon application and qualification.

City of L.A., Office of Finance

Tax Education

Is Your Business in the City of Los Angeles?

Is Your Business Registered?

Business Tax Calculator

Online Registration

Online Business Tax Renewal


Tax Filing Extension Request form

We would like to see if we can the following features:

1. Client can electronically sign the form
2. Have a drop down option for the business to allow clients with multiple businesses to add up to
businesses for extension request.
3. Once form is filled out it will be emailed to Roxana & Lana to new email that is being created as extensions@taxplus.com