Tax Resources

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Helpful Downloadable Worksheets for 2018 Tax Season

2018 ARDENT Tax Organizer (pdf) ...................................................................

How much has the Tax Rates changed in 2018 vs 2017 (pdf) ......................

I need some guidance on my Charitable Contributions (pdf).......................

I need a simple log for my Charitable Contributions (Excel) ........................

I have a Rental Property and need to report on my taxes (pdf) ..................

I have a Rental Property and need to report on my taxes (Excel) ...............

I have a Small Business and need to organize for my taxes (pdf)................

I Travel for business and need to record my tax expenses (Excel) .............

I need a simple Mileage Log to record my auto mileage (Excel) .................

How Long Do I Need To Keep My Records? (pdf) ..........................................

I need to file an Individual Tax Extension (pdf) (call us if you need assistance) .....

I need to file a Business Tax Extension (pdf) (Call us if you need assiatsnce) ........

Helpful Links:

Helpful Links:

For “get it quick” routine IRS tax issues: ..........................................................

For "get it quick" routine CA state tax issues .................................................

Check that you paid your CA estimated taxes: ..............................................

To find the Basis for Stock you inherited or were gifted: .............................

To help you figure out the value of the used items you Donated: .............

To find the Property Taxes paid when you don’t remember: .....................

To find the highest value held in your Foreign Account last year: ............

When looking for purchase price on Various Stocks owned: ....................

To report being a victim of Identity Theft .....................................................

To get information regarding CA Sales & Use Taxes ..................................

To calculate amount to be Withheld from your Paycheck .........................

To check if your Charity is Legitimate per IRS and spends funds wisely ..

IRS / FTB - Audit / Exam needs for Representation by ARDENT:

How to Organize your Papers and receipts prior to an audit / exam ......

Personal Questionnaire prior to meeting with ARDENT Agent .................

Business Questionnaire prior to meeting with ARDENT Agent .................

Your Rights as a U.S. Taxpayer.......................................................................

Links & Downloads

ARDENT 2018 Tax Organizer

Federal Tax Rates - 2018 vs 2017

ARDENT Charitable Contributions

ARDENT Rental Property w/s in Excel

ARDENT Rental Property w/s in pdf

ARDENT Small Business Organizer

ARDENT Record Retention Chart

ARDENT Mileage Log

ARDENT Travel Worksheet

ARDENT Charity Log

IRS Indiv. Extension to File Tax Return

IRS Bus. Extension to File Tax Return

Where's my IRS Refund?

Where's my CA Refund?

IRS Homepage

CA State FTB Homepage

FTB: Check Est. Pmts & Bal. Due

Historical Stock Values

Salvation Army Non-Cash Value

All CA County Assessors

CUSIP Look-up (Fidelity)

Currency Conversions

USA.Gov Identity Theft

CDTFA - Sales & Use Tax

IRS.Gov Employee Withholding

CharityNavigator.org

Audit Organize Docs

Individual Questionnaire

Business Questionnaire

Taxpayer Bill of Rights