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.

01

Form 1040

IRS Form 1040 Individual Income Tax Return.

02

Form 540



California Form 540, Individual Income Tax Return.

03

Self Employed Service Business Tax Organizer

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. 

04

Appointment Checklist

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.

05

Tax Organizer

Simplified Tax Organizer for those who want a quck list of things most people use at tax time.

06

Rental Property PDF Organizer

Use this organizer to help organize the income and expenses for your rental property.  Each form can organize up to 4 rentals.

07

Rental Property Excel Organizer

Use this organizer to help organize the income and expenses for your rental property.  Each form can organize up to 8 rentals.

08

Accountable Plan Reimbursement Form

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.

Visit

1001 E. 1st Street

Beaumont, CA 92223

Call

T: (909) 446-7051

Fax: (909) 693-5072

© 2018 Gardner Tax &  Bookkeeping, Inc.

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