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 Extension Request Form

Do you need to request an extension on filing your taxes? If so please click on the link to our secure Tax Extension Request Form. We’ll get back to you as soon as possible with next steps.

Tax Extension Request

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.


Comprehensive Tax 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.


Client Contact and Information Form

Client Engagement Letter

General Client Interview

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.


General Client Interview Checklist

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