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Begin your Los Angeles intake form
🏢 Los Angeles Office – Intake Instructions
Before You Begin:
Please make sure you’re prepared to upload the following documents when completing your Downtown Office intake form:
✅ A valid photo ID or driver’s license
✅ All tax-related documents (W-2s, 1099s, business income statements, etc.)
We use this information to remain compliant with IRS requirements and to ensure your return is filed accurately and on time.
Once your information is submitted, our team will review your documents and follow up with next steps.
✅ Basic
$325+ upfront
$650+ pay by refund
For individuals filing standard personal tax returns (no business income). This includes basic W-2 wages, dependents, and credits such as the Earned Income Credit or Child Tax Credit.
Includes:
• Federal and state e-filing
• Direct deposit setup
• Optional Pay-by-Refund service (fees deducted from your refund)
Best for simple, straightforward returns.
🧳 Pro
$650+ upfront
$1300+ pay by refund
For individuals or families with more complex tax needs — including itemized deductions, small business income (Schedule C), rental income (Schedule E), or investments.
Includes:
• Comprehensive review of deductions and credits
• Assistance with multiple income types or prior-year corrections
• Optional minor bookkeeping support for itemization (additional fee)
Ideal for contractors, gig workers, and small business owners filing under their name.
🏢 Pro Plus
$650+ upfront
$1600+ pay by refund
For established small business owners and those with LLC or S-Corp filings who need enhanced tax support.
Includes:
• Full-service tax preparation for small business entities
• Review of deductions, expenses, and business compliance
• Minor bookkeeping assistance for itemization support (additional fee)
• Guidance for back taxes and tax resolution preparation