Your tax resources, simplified
Welcome to the Lorenzo Tax & Consulting Services client resource center! Here, you'll find essential tools, guides, and information to help you navigate the tax process with clarity and confidence. We're committed to providing you with the resources you need to stay compliant and informed. Explore the sections below to access checklists, forms, guides, and more—all designed to support your financial success.
Tax preparation checklists
Ensure you have everything you need for a smooth tax preparation process. Our checklists are designed to reduce delays and ensure no information is missing.
- Personal tax document checklist
- Self-employed / 1099 checklist
- Small business tax checklist
- Year-end preparation checklist
- New client onboarding checklist
Client forms & intake documents
Streamline your experience with our easy-to-use client forms. These documents help us gather the necessary information to serve you best and set clear expectations from the start.
- New client intake form
- Tax organizer questionnaire
- Client responsibility & authorization forms
- Secure document submission instructions
Step-by-step guides
Educate yourself with our comprehensive step-by-step guides. Reduce confusion and gain a better understanding of the tax process.
- “What to Expect During the Tax Process” guide
- How to prepare for tax season
- How to respond to IRS or state notices
- Recordkeeping basics for individuals & businesses
- Quarterly estimated tax guide
Small business & self-employed tools
Support your compliance and long-term success with our specialized tools for small businesses and self-employed individuals.
- Expense tracking templates
- Mileage logs
- Income & expense worksheets
- Business startup tax checklist
- Ordinary & necessary expense guide
Educational tax resources
Empower yourself with essential tax knowledge. Our educational resources provide valuable insights and keep you informed.
- Tax tips & reminders
- Common tax mistakes to avoid
- California-specific tax guides
- IRS deadline calendars
- Life-change tax impact guides (new job, new business, dependents)
Downloadable pdfs & digital resources
Access our resources anytime, anywhere. Downloadable PDFs and digital tools make it easy to stay organized and informed.
- Printable PDFs for checklists & guides
- Fillable forms
- Secure upload instructions
- FAQ sheets
Common questions & challenges
We understand that navigating taxes can be challenging. Here are some common questions and how we address them at Lorenzo Tax & Consulting Services:
- “What documents do I actually need?”
- Challenge: Clients are often unsure which documents apply to their situation.
- How We Help: We provide clear, customized checklists based on filing type (individual, self-employed, or business).
- “Why is my refund different from last year?”
- Challenge: Changes in income, credits, or withholding can be confusing.
- How We Help: We explain what changed and how it affected the return—no guesswork.
- “How much will this cost?”
- Challenge: Clients want transparency and no surprises.
- How We Help: Pricing is reviewed upfront based on complexity before any work begins.
- “I’m self-employed—what can I deduct?”
- Challenge: Many 1099 and business clients worry about missing deductions or over-claiming expenses.
- How We Help: We review expenses carefully and explain what qualifies as ordinary and necessary.
- “Do I need to pay quarterly taxes?”
- Challenge: Self-employed clients often don’t realize estimated taxes are required.
- How We Help: We educate clients on estimated payments and help them plan ahead.
- “What if I owe taxes?”
- Challenge: Fear and stress around balances due or IRS letters.
- How We Help: We explain options, timelines, and next steps in a calm, supportive way.
- “How long will my return take?”
- Challenge: Clients may expect instant turnaround.
- How We Help: We set realistic timelines and explain that accuracy and compliance come first.
- “Can you file my return without all my documents?”
- Challenge: Missing or late information can delay filing.
- How We Help: We emphasize the importance of complete, accurate information to protect clients.
- “Will you explain my tax return to me?”
- Challenge: Many clients have never had their taxes explained before.
- How We Help: Education is part of our service—we walk clients through their return before filing.
- “What happens after my return is filed?”
- Challenge: Clients often don’t know what comes next.
- How We Help: We review confirmation, refunds or balances due, recordkeeping, and year-round support.