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This is the first year my husband and I didn’t use the box tax man (Turbo Tax, etc), and we feel so fortunate to find this place! Tony helped us out with our more-complex-than-usual taxes, what with the new house we bought last year, our new marriage, etc. He made an appointment for us to see him the day after we called. He was personable and professional, and assured us he is around all year to answer any questions we had. He even helped us figure out what we should put down for our deductions at work so we could balance our tax return better next year.
We almost went to H&R Block but are so fortunate to have found this place- can’t say enough good things about this establishment!!
Update: Tax Plus and Leticia continue to be AWESOME! You should go there. So nice, so helpful. Lovely office. Seriously, I am so glad I found them.
I usually do my own taxes. Had a friend do them for a couple of years, but she took a job out in North Carolina. Wanted some advice since we changed employers after 30 years with the same one, wanted to move some assets to our Roth IRAs, and roll over our pensions. My wife found Tax Plus on Yelp. With the outstanding recommendations, we decided to give them a try.
Leticia got us set up, then we went in to see Tony. He spent time getting to know us, our situation, and where we wanted to go financially. Understand that this is last December. Tony helped us to understand the tax side of our issues, made some recommendations, and calculated our estimated tax for converting a traditional IRA to a Roth.
Had Tony handle our taxes for 2009, and that went very smoothly. Well worth what he charged us. Actually, worth a lot more than what he charged us.
Went back a couple of days ago, to discuss estimated taxes for this year. Tony took the time to talk through our situation, this year, crunched the numbers, and gave us the 1040-ES and 540-ES vouchers to send in with our estimated taxes. Outstanding service and care.
You always feel that you are important, as a person, to Tony and Leticia. They have time for you. You are not just a customer. I highly recommend Tony Navarro and Leticia Olguin at Tax Plus.
Tax Plus is the place to go to get your taxes done! Tony offers great advice, and is really knowledgeable about all the different schedules and forms. The office is beautiful, the staff are incredibly friendly, the price is right, I feel confident that my taxes are done correctly and filed on time! If you’re looking for a painless way to get your taxes done, then go see Tony!
Thanks to Paul for his recommendation of Tax Plus, which I followed and I was very pleased. Tony and his sister Marylou were both fantastic to work with and did the best job I could have hoped for. They have friendly personalities and they worked very quickly, even during the busy tax season. I would recommend them to anyone who is willing to pay a couple hundred dollars to make this painful chore significantly less dreadful.
FANTASTIC Place. Soo much better than going to H&R Block. Every year we used to use H&R Block and every year by the next tax season we would get a letter stating that the previous preparer “chose to pursue other career options.” That’s because they aren’t true accountants..! They are just regular people who sign up to work there for 1 or 2 seasons and then disappear on you..
Plus, this year we bought a house and needed to make sure our tax credit was handled properly and quickly..! So we found this place (thanks again Yelp..!) and called right away. We were hoping to get our taxes done yesterday but didn’t think it was going to happen. It was 3:30 and we had to be somewhere at 6:30. Well they were able to squeeze us in for 4:30 and didn’t even seem annoyed or upset when traffic made us 30 minutes late. We had to wait for a previous appointment to complete (barely 10 minutes) while the assistant in the front office gathered our paperwork up for Tony and made some copies. Tony was SUPER nice and very knowledgeable about everything. He gave us some great advice on itemizing next year. He answered all of our questions and seemed genuinely friendly and interested in his clients and their lives. It was seriously the most stress-free, easiest and quickest tax session I’ve ever had. (At H&R Block I would have to research beforehand and then explain to THEM what to do with my charity donations and school tuition receipts..!) But not this place..! And 1 hour after arriving we were done..! Until next year =)
Great office – really interesting magazines in the front (like for graphic designers or something – filled with funny and interesting magazine ads), very personable staff, coffee & water station for clients, great decor and just overall a very good experience..! =)
I am so happy that I found this place. I was looking on Yelp for a new tax guy and stumbled upon Tony Navarro and Tax Plus. I could not be more pleased with the service and the easy going nature of the office. Professional, yet it felt like a friend was helping me instead of just some random person I don’t know. Tony went above and beyond and took the time to explain everything to me. I will definitely use him from here on out for all of my tax stuff.
The ominous and sinister date of April 15th can be slightly less ominous and less sinister (and certainly less annoying) by going to see Tony Navarro at Tax Plus in Venice. He is the owner and resident tax preparation expert who, if you come organized and well-documented for deductions, can file your taxes electronically right there in front of you. Of course, for more complex taxes, then he will work with you as long as it takes to file properly.
His staff is friendly and helpful. They offer no attitude. Your net worth and income does not affect their level of service. So whether you’re local millionaire, the trust fund baby, or the up and comer, they’ll take care of you at Tax Plus.
I highly recommend checking out their service, especially when tax season rolls around.
Individuals and Corporations: Call TaxPlus+ to arrange a workable plan to suit your special needs in meeting your tax reporting responsibilities, either by using email or in person or a combination of the two. We can work with you at times convenient for you.
Monthly email newsletters and periodic alerts about relevant client tax deadlines, information and open office events. New clients, join our mailing list!
All existing TaxPlus+ clients: Keep an eye out for a Tax Organizer with your previous year’s data to help you organize this years tax information. If you do not receive it by January 15, contact or drop by the office and we will provide it.
January – Federal Specific
Employers: Give employees their copies of Form W-2 for last year by February 1. If an employee agreed to receive Form W-2 electronically, post it on a website accessible to the employee and notify the employee of the posting by February 1.
Individuals: Make a payment of your estimated tax for last year if you did not pay your income tax for the year through withholding (or did not pay in enough tax that way). Use Form 1040-ES. This is the final installment date for your last year’s estimated tax. However, you do not have to make this payment if you file your last year’s return (Form 1040) and pay any tax due by February 1.
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments for December of last year.
Employers: Non-payroll withholding. If the monthly deposit rule applies, deposit the tax for payments for December of last year.
January – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of the month that has been designated for you. State Sales Tax is considered delinquent a month after due date if not paid. THE IRS, the L.A. Office of Finance, and the State Board of Equalization (BOE), California’s sales tax collector, compare notes, crosschecking filings to identify discrepancies. For example, they may be looking for those who show income on a Schedule C included with an IRS 1040, but didn’t file their state sales tax. State sales taxes are paid if you sell any products retail. Sales taxes are due depending on business start-up month and designated filing periods. Returns and payments are due, (1) if you file monthly, within one month from the end of the month; (2) if you file quarterly, within one month from the end of the quarter; or (3) if you file on a calendar or fiscal year basis, within one month from the end of the calendar or fiscal year. If the due date of your return falls on Saturday, Sunday or a holiday, postmark next business day to avoid late fees.
Individuals: Fourth-quarter estimated tax is due for last year (Form 540-ES)
January – County Specific
January – City Specific
Independent contractors, resellers, self-employed:
Keep an eye out for your City Business Tax Renewal form sent in the mail in January if you already have your City of Los Angeles Business Registration. If you did business in the City as an independent contractor, reseller, or are self-employed as a designer, artist, actor, musician, etc., you must register with the City of Los Angeles Department of Finance. (See February City for more information.)
All Businesses: Give annual information statements to recipients of certain payments you made during the previous year. You can use the appropriate version of Form 1099 or other information return.
• Compensation for workers who are not considered.
• Dividends and other corporate distributions.
• Interest.
• Rent.
• Royalties.
• Profit-sharing distributions.
• Retirement plan distributions.
February – Federal Specific
Employers: Give employees their copies of Form W-2 for previous year. If an employee agreed to receive Form W-2 electronically, have it posted on a website and notify the employee of the posting.
Social Security, Medicare, and withheld income tax: File Form 941 for the fourth quarter of the previous year. Deposit or pay any un-deposited tax under the accuracy of deposit rules. If your tax liability is $2,500, you can pay it in full with a timely filed return. If you deposited the tax for the quarter in full and on time, you have until February 10 to file the return.
Certain small employers: File Form 944 to report social security and Medicare taxes and withheld income tax for previous year. Deposit or pay any un-deposited tax under the accuracy of deposit rules. If your tax liability is $2,500 or more for last year but less than $2,500 for the fourth quarter, deposit any un-deposited tax or pay it in full with a timely filed return. If you deposited the tax for the year in full and on time, you have until February 10 to file the return.
Federal unemployment tax: File Form 940 for the previous year. If your un-deposited tax is $500 or less, you can either pay it with your return or deposit it. If it is more than $500, you must deposit it. However, if you deposited the tax for the year in full and on time, you have until February 10 to file the return.
Individuals: If you claimed exemption from income tax withholding last year on the Form W-4 you gave your employer, you must file a new Form W-4 by this date to continue your exemption for another year.
Social Security, Medicare, and withheld income tax: If the monthly deposit rule applies, deposit the tax for payments in January.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in January.
February – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
February – County Specific
February – City Specific
Employers: Give employees their copies of Form W-2 for the previous year by February 1. If an employee agreed to receive Form W-2 electronically, post it on a website accessible to the employee and notify the employee of the posting by February 1.
March – Federal Specific
Individuals: Make a payment of your estimated tax for the previous year if you did not pay your income tax for the year through withholding (or did not pay in enough tax that way). Use Form 1040-ES. This is the final installment date for your previous year’s estimated tax. However, you do not have to make this payment if you file your previous year’s return (Form 1040) and pay any tax due by February 1, this year.
Employers: Social security, Medicare, and withheld income tax: If the monthly deposit rule applies, deposit the tax for payments for December of last year.
Employers: Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments for December of last year.
March – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
March – County Specific
March – City Specific
April – Federal Specific
Individuals: File your last year income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due. If you want an automatic 6-month extension of time to file the return, file Form 4868, Application for Automatic Extension of Time To File U.S. Individual Income Tax Return. Then, file Form 1040, 1040A, or 1040EZ by October 15. The extension is for filing the return, not for paying taxes due. If you anticipate a liability, you need to mail the estimated payment with a your extension request.
Household employers: If you paid cash wages of $1,700 or more last year to a household employee, you must file Schedule H. If you are required to file a federal income tax return (Form 1040), file Schedule H with the return and report any household employment taxes. Report any federal unemployment (FUTA) tax on Schedule H if you paid total cash wages of $1,000 or more in any calendar quarter of the two previous years to household employees. Also, report any income tax you withheld for your household employees.
Individuals: If you are not paying your present year income tax through withholding (or will not pay in enough tax during the year that way), pay the first installment of your present year estimated tax. Use Form 1040-ES.
Partnerships: File a last calendar year return (Form 1065). Provide each partner with a copy of Schedule K-1 (Form 1065), Partner’s Share of Income, Deductions, Credits, etc., or a substitute Schedule K-1. If you want an automatic 5-month extension of time to file the return and provide Schedule K-1 or a substitute Schedule K-1, file Form 7004. Then, file Form 1065 by September 15.
Corporations: Deposit the first installment of estimated income tax for the present year. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in March.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in March.
Employers: Social Security, Medicare, and withheld income tax. File Form 941 for the first quarter of present year. Deposit or pay any un-deposited tax under the accuracy of deposit rules. If your tax liability is less than $2,500, you can pay it in full with a timely filed return. If you deposited the tax for the quarter in full and on time, you have until May 10 to file the return.
Federal unemployment tax: Deposit the tax owed through March if more than $500.
April – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
Individuals: Income tax due for previous year (Form 540)
Individuals: First-quarter estimated tax due for present year (Form 540-ES)
April – County Specific
April – City Specific
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in April.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in April.
May – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
May – County Specific
May – City Specific
June – Federal Specific
Individuals: If you are a U.S. citizen or resident alien living and working (or on military duty) outside the United States and Puerto Rico, file Form 1040 and pay any tax, interest, and penalties due. Otherwise, see April 15. If you want additional time to file your return, file Form 4868 to obtain 4 additional months to file. Then, file Form 1040 by October 15.
Individuals: Make a payment of your present year estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. This is the second installment date for estimated tax in the present year.
Corporations: Deposit the second installment of estimated income tax for the present year. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in May.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in May.
June – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
Individuals: Second-quarter estimated tax is due for 2010 (Form 540-ES).
June – County Specific
June – City Specific
June – Federal Specific
July – Federal Specific
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in July.
Non-payroll withholding. If the monthly deposit rule applies, deposit the tax for payments in June.
July – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
July – County Specific
July – City Specific
August – Federal Specific
Employers: Social Security, Medicare, and withheld income tax. File Form 941 for the first quarter of 2010. Deposit or pay any un-deposited tax under the accuracy of deposit rules. If your tax liability is less than $2,500, you can pay it in full with a timely filed return. If you deposited the tax for the quarter in full and on time, you have until September 10 to file the return.
Federal unemployment tax: Deposit the tax owed through July if more than $500.
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in July.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in July.
August – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
August – County Specific
August – City Specific
September – Federal Specific
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in August.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in August.
Individuals: Make a payment of your present year estimated tax if you are not paying your income tax for the year through withholding (or will not pay in enough tax that way). Use Form 1040-ES. This is the third installment date for estimated tax in the present year.
Corporations: File a last calendar year income tax return (Form 1120) and pay any tax, interest, and penalties due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see March 15.
S-corporations: File a last calendar year income tax return (Form 1120S) and pay any tax due. This due date applies only if you timely requested an automatic 6-month extension. Otherwise, see March 15. Provide each shareholder with a copy of Schedule K-1 (Form 1120S) or a substitute Schedule K-1.
Partnerships: File a last calendar year return (Form 1065). This due date applies only if you were given an additional 5-month extension. Provide each partner with a copy of Schedule K-1 (Form 1065) or a substitute Schedule K-1.
September – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
September 15
Individuals: Third-quarter estimated tax due for present year (Form 540-ES)
September – County Specific
September – City Specific
October – Federal Specific
Individuals: If you have an automatic 6-month extension to file your income tax return for previous year, file Form 1040, 1040A, or 1040EZ and pay any tax, interest, and penalties due.
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in September.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in September.
October – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
Individuals: Extended due date for previous year income tax returns
October – County Specific
October – City Specific
November – Federal Specific
Employers: Social Security, Medicare, and withheld income tax. File Form 941 for the third quarter of present year. Deposit or pay any un-deposited tax under the accuracy of deposit rules. If your tax liability is less than $2,500, you can pay it in full with a timely filed return. If you deposited the tax for the quarter in full and on time, you have until November 10 to file the return.
Federal unemployment tax: Deposit the tax owed through September if more than $500.
November 15
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in October.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in October.
November – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
November – County Specific
November – City Specific
December – Federal Specific
Corporations: Deposit the fourth installment of estimated income tax for the present year. A worksheet, Form 1120-W, is available to help you estimate your tax for the year.
Employers: Social security, Medicare, and withheld income tax. If the monthly deposit rule applies, deposit the tax for payments in November.
Non-payroll withholding: If the monthly deposit rule applies, deposit the tax for payments in November.
December – State Specific
Resellers: File and pay state sales taxes you have collected as obliged by the California State Board of Equalization (BOE) on the date of this month that BOE has designated for you.
December – County Specific
December – City Specific
TaxPlus+ staff includes two certified Internal Revenue Service (IRS) Enrolled Agents (EA). TaxPlus+ EAs are authorized to practice before the IRS.
TaxPlus+ pledges to provide a professional and personal level of service. We are your partners in this process. The TaxPlus+ team has over 20 years of combined tax preparation experience.
TaxPlus+ will help you with tax planning and organizing to reduce your income tax. We provide effective tax organizers to help you identify and track all potential deductions.
TaxPlus+ will conduct a thorough interview in order to prepare accurate and complete tax returns. In this way, we will determine all appropriate deductions. Each tax return is then prepared and reviewed by the TaxPlus+ team.
Before filing, we conduct a final meeting to educate you to the process, plan for the following year, and review and approve your Tax Returns.
The TaxPlus+ goal is to reduce your tax burden and minimize government inquiries.
TaxPlus+ pledges to be efficient in preparing your tax return and will electronically file (e-File) your Federal and State tax returns whenever possible. TaxPlus+ has the ability to e-File tax returns for all 50 states.
If you are due a refund, TaxPlus+ can arrange for an Electronic Refund Deposit (ERD) directly to your bank account. Using e-File and ERD ensures the fastest and most secure method for filing your tax returns and refunds.
If we overlook information you provided prior to receiving your authorization to file, we will amend the return without any additional TaxPlus+ fees.
TaxPlus+ will help you respond to IRS and State letters of inquiry until the issue is resolved for tax returns that we prepare.
