Tax Appointment Musts for Los Angeles Clients

by | Jan 22, 2024

Let’s face it, many people regard tax season as a GIANT HASSLE.

During tax season, people often feel unpleasant emotions such as Confusion and Stress.

We can’t promise to remove all negative feelings associated with tax season.  

What we can do, though, is work as hard as we can to make it as EASY and CONVENIENT and STRESS-FREE as possible for you to file your taxes with professional help from our dedicated Pronto Team Members.

  • The first step of this process is to help you gather together the information and documents we will need from you in order to prepare your tax return.
  • Gathering your information and documents in an efficient and organized way is the #1 thing you can do to “help us help you” decrease your Confusion and Stress!

So, what’s the best way to get this crucial Step One done?

Two options for you there:

First option:

  • If you are a returning client with us, we can build you a customized list of “what we need from you” (this list is based on your prior year tax return).
  • If you want us to send you a customized “what we need” list of documents, please contact the Pronto Tax Team for your office location and ask us to send you that customized list: https://pronto4tax.com/contact/

Second option:

We have included a copy of our semi-famous “Simplified Profit and Loss Template” in that Cheat Sheet, but please allow us to also link that directly for you here.  

For those self-employed or small business clients who hate tax season, this Profit and Loss Template could help you hate tax season less…maybe?  🙂 

We would strongly advise you to start the tax preparation process sooner than later, to make sure we can get your stuff done before the April 15 deadline.  

All of our offices and all of our team members experience a very heavy volume of request for help, as we serve thousands of clients every single tax season.

We want to give personalized service to every client and we appreciate your teamwork in that respect.

Here is the contact information for our office locations and team members so that you can make sure you can get in before the deadline: https://pronto4tax.com/contact 

Please feel free to forward this email to any of your friends and family who also may want to enjoy an EASIER and MORE CONVENIENT and MORE STRESS-FREE tax season experience!

Thank you and we look forward to serving you again this tax season, 

Pronto Income Tax Team

Office Locations and Team Member Contact Info → https://pronto4tax.com/contact