To help you prepare for your appointment and to help you achieve the best results, we have developed a few organizers to help you plan.
Client Contact Information
Income and Adjustments Organizer
Self-Employed Income Organizer
Itemized Deductions Organizer
Industry Specific Expenses Organizer
Rental Properties Organizer
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
The TaxPlus+ Organizer for Client Contact Information will help you prepare for your tax preparation meeting. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Client Contact Information
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Income and Adjustments
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Industry Specific Expenses
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Itemized Deductions
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Self-Employed Income and Expenses
Our client interview checklist will help you prepare for your first meeting with our tax preparer specialist. The printable pdf form helps us achieve the best possible results for you.
Click here to download the TaxPlus+ Organizer for Rental Properties
We have put together a list of calculators we think we help you prepare and organize for the tax season.
Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.
Launch Calculator
Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.
Launch Calculator
Use this calculator to determine if you should lease or buy your next vehicle.
Launch Calculator
Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.
Launch Calculator
Should you buy points? Use this calculator to find out.
Launch Calculator
Use this calculator to determine if you should refinance your mortgage and when you will break even.
Launch Calculator
This calculator indicates whether or not you qualify for a conventional mortgage.
Launch Calculator
Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.
Launch Calculator
Use this calculator to evaluate and determine if you need to make changes to your college savings plan.
Launch Calculator
Bookkeeping services are provided to individual and small business clients through Diligent Bookkeeping.
Financial consulting, retirement planning, and investment services through LPL Financial, the nation’s premier independent broker/dealer. LPL Financial is a member of FINRA/SIPC. TaxPlus+ is not affiliated with LPL Financial.
Contact: Tony Navarro, Financial Consultant since 1992 Office: 310-398-3231
Answer: The first step is to call TaxPlus+ and make an appointment today. Seriously, do not wait until tax season. Planning must be done now in the current year before you are required to file your tax returns in April of the following year. The TaxPlus+ team works proactively throughout the year to provide information and advice to reduce your tax burden and relieve the stress of tax season. Check out our helpful Tax Organizers posted in the Planning Tools section. Read the rest of this entry »
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