FORMS AND PLANNERS
We've assembled a few blank, general forms and planners to help you with your tax planning and preparation. If we prepared your most recent tax return and you'd like to request a specific tax organizer, simply fill out the form below and a friendly Gardner's Tax Service employee will be happy to send you one.
IRS Form 1040 Individual Income Tax Return.
California Form 540, Individual Income Tax Return.
If you are engaged in a business and need to organize your income/expenses; try this form. It'll help you group your information into a legible format which we can then take and prepare your income tax return.
Do you have a tax appointment coming up and want to know what to bring? No worries. We've assembled a comprehensive list of items to bring to your tax appoinment.
Simplified Tax Organizer for those who want a quck list of things most people use at tax time.
Use this organizer to help organize the income and expenses for your rental property. Each form can organize up to 4 rentals.
Use this organizer to help organize the income and expenses for your rental property. Each form can organize up to 8 rentals.
Use this organizer to help you organize and submit a reimbursement from your S-Corp for mixed-use items such as business-use miles on a personally owned vehicle, home office reimbursement, cell phone, etc.
Use this template to create a professional looking profit and loss report. Excel format so you can customize it to reflect the specific income and expense accounts for your business.