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