Tax planning made less taxing.
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 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.
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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.
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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.
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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.
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
