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About

Baton Rouge Consulting Agency for Financial Success

Embark on a journey toward financial empowerment with Lo’s Consulting Agency, LLC, your trusted partner in Baton Rouge. As a black, family, and female-owned business, we take pride in serving our community by helping individuals and businesses achieve their dreams and goals. With over two decades of experience and a commitment to excellence, we offer a comprehensive range of services tailored to your unique needs.


Specializing in tax prepar... Learn More

Empowering Dreams: Your Journey Starts Here

Discover the gateway to financial empowerment with our boutique consulting agency. Rooted in the heart of Louisiana, we pride ourselves on being more than just a service provider—we're your dedicated partners in realizing your financial dreams. We're committed to uplifting our community through specialized solutions catered to your particular needs, under the direction of a dynamic team of experts.


At our agency, we recognize that every fin... Learn More

Find Your Path to Financial Development With Us

As pioneers in our field, we redefine the consulting experience by prioritizing personalized solutions and fostering genuine connections. With a focus on inclusivity and accessibility, we welcome individuals and businesses from all walks of life to join us on this path to prosperity.


Our team is committed to more than just numbers and transactions because they have a passion for positive change. We believe in the power of education and empo... Learn More

Required Documents for Filing Your Return

To ensure a smooth filing of your tax return, please prepare the following documents:


▪️ Valid Driver's License or State ID

▪️ Current Address and Phone Number

▪️ W2s

▪️ Social Security Cards for Taxpayer and Dependents

▪️ Dependent Birthdate and Relationship to Taxpayer

▪️ 1098T Form for College Students

▪️ 1099 or Unemployment Documents

▪️ Account and Routing Information

▪️ 1095A for Marketplace Insurance

▪️ 1098 Mortgage Statement for Homeowners

Having these documents ready will expedite the process and help us accurately assess your tax situation.