2009 March | TaxPlus+ Los Angeles


Quick Links To Planning Organizers

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 Interview Checklist

Tax Organizers

Client Contact Information
Income and Adjustments Organizer
Self-Employed Income Organizer
Itemized Deductions Organizer
Industry Specific Expenses Organizer
Rental Properties Organizer

Client Interview Checklist

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 Client Interview Checklist

Client Contact Information

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

Income and Adjustments 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.

Click here to download the TaxPlus+ Organizer for Income and Adjustments

Industry Specific Expenses 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.

Click here to download the TaxPlus+ Organizer for Industry Specific Expenses

Itemized Deductions 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.

Click here to download the TaxPlus+ Organizer for Itemized Deductions

Self-Employed Income and Expenses 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.

Click here to download the TaxPlus+ Organizer for Self-Employed Income and Expenses

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.

Click here to download the TaxPlus+ Organizer for Rental Properties

Calculators To Help You Plan For Your Taxes

We have put together a list of calculators we think we help you prepare and organize for the tax season.

Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration’s Quick Calculator.
Launch Calculator

Regular IRA vs. Roth IRA – Annual Contribution

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.
Launch Calculator

Buying vs. Leasing – Auto

Use this calculator to determine if you should lease or buy your next vehicle.
Launch Calculator

Loan Amortization 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

Mortgage Points Calculator

Should you buy points? Use this calculator to find out.
Launch Calculator

Mortgage Refinance Breakeven

Use this calculator to determine if you should refinance your mortgage and when you will break even.
Launch Calculator

Qualify for Home Purchase

This calculator indicates whether or not you qualify for a conventional mortgage.
Launch Calculator

Mortgage 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

Children’s Education Savings

Use this calculator to evaluate and determine if you need to make changes to your college savings plan.
Launch Calculator

Diligent Bookkeeping

bee_logo1Bookkeeping services are provided to individual and small business clients through Diligent Bookkeeping.

LPL Financial

lpl-logo1Financial 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

How can I Plan to Reduce My Income Tax?

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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