This scheduling platform is for our existing clients and new clients who intend to have a long-term professional relationship with us.

California residents: If you and/or your business are in one of the following 55 counties, your 2023 tax filing and tax payment deadline is 11/16/2023. No extension is needed.

Please note: Each appointment requires a deposit. Deposits are applied towards consultations or tax preparation fees. There are no refunds for no-shows or if an appointment is canceled within less than 24 hours of the appointment time. Please refer to the detailed pricing of services here.

You must follow the instructions in the confirmation email and be prepared for the appointment, so that your tax return can be completed within that hour.

Dear client, please use this TAX ORGANIZER to assist you in gathering the information necessary to prepare your individual income tax returns.

The Internal Revenue Service matches information returns/forms with amounts reported on tax returns. A negligence penalty may be assessed when income is underreported or when deductions are overstated. Accordingly, all information returns reflecting amounts reported to the Internal Revenue Service are also mailed/delivered to the taxpayers in an envelope clearly marked “IMPORTANT TAX DOCUMENTS ENCLOSED” and should be submitted with this organizer. Forms such as:

• W-2 (Wages)
• Schedules K-1
• 1095 forms (Healthcare)
• 1099-R (Retirement)
• 1099-INT (Interest)
• 1099-DIV (Dividends) Annual Brokerage Statements
• 1099-B (Brokerage Sales)
• 1098 – Mortgage Interest
• 1099-MISC (Rents, etc)
• 1099 (any other)
• 8886, Reportable transactions
• 1098-T (Education)
• HUD-1 for Real Estate Sales/Purchases
• Bank account information for direct deposits of tax refunds and direct debits of taxes due 
• Social Security Numbers of your new dependents and spouses

If you think you might be missing some tax forms, you can also download Wage & Income transcript from the IRS WEBSITE. This transcript will list all income reported under your SSN.

If you are our new client, please also provide your last year’s tax return.

Please upload your documents to Dropbox and share them with us using email info@taxlana.com

We are environmentally conscious and encourage you to be as well. If some of your documents are in electronic form, please do not print them but either bring them in electronic format or upload them to the cloud to be able to access during our appointment.

If you feel sick on the day of the appointment, please kindly reschedule. And please do not bring sick children to your appointment, we cannot afford to be sick during busy tax season. Thank you for your understanding!​

If an extension of time is required, any tax due must be paid with that extension. Any taxes not paid by the filing deadline may be subject to late payment penalties and interest.

We look forward to providing services to you. Should you have questions regarding any items, please do not hesitate to contact us.

DOWNLOAD TAX ORGANIZER