Resources

Welcome to the Newman Garrett & Associates resource center. To help simplify your personal taxes, business accounting, and payroll compliance, we have compiled a central hub of official government forms, downloadable planning organizers, and essential financial templates.

Whether you are onboarding a new hire, tracking business expenses, or preparing for your annual tax filing, locate and download the files you need below.

Essential Federal & IRS Tax Forms

Click any link below to view or download official, fillable PDFs directly from the Internal Revenue Service (IRS):

• • IRS Form W-9 (Request for Taxpayer ID & Certification)Required for businesses hiring independent contractors and vendors.
  • IRS Form W-4 (Employee’s Withholding Certificate)For onboarded employees to establish payroll tax withholdings.
  • IRS Form 1040 (U.S. Individual Income Tax Return)The baseline form used for personal annual federal income tax returns.
  • IRS Form 4868 (Application for Automatic Extension to File)File to request a 6-month extension on individual federal income tax returns.
  • IRS Form 7004 (Application for Automatic Extension for Businesses)Extension request for Partnerships, S-Corporations, C-Corporations, and Trusts.
  • IRS Form 4506-T (Request for Transcript of Tax Return)Order past federal tax transcripts or account records.

Client Worksheets & Tax Organizers

Streamline tax preparation or monthly bookkeeping with these downloadable client tools:

Individual Tax Preparation

• • [Download: Individual Tax Organizer Worksheet (PDF)]A simple checklist to gather your W-2s, 1099s, mortgage interest statements, and personal deduction details.
  • [Download: Itemized Deductions (Schedule A) Organizer (PDF)]Organize out-of-pocket medical expenses, state/local taxes, charitable donations, and mortgage interest.

Small Business & Bookkeeping

• • [Download: Business Income & Expense Worksheet (Schedule C) (Excel / PDF)]For sole proprietors and single-member LLCs to calculate gross revenues and deductible operating expenses.
  • [Download: Annual Vehicle & Mileage Log Template (Excel)]Track business commute miles, travel dates, and vehicle usage for tax deductions.
  • [Download: Home Office Expense Worksheet (PDF)]Calculate qualified home office deductions based on square footage, utilities, internet, and repairs.
  • [Download: Rental Property Income & Expense Tracker (Schedule E) (Excel)]Track rental income, repairs, insurance, property management fees, and depreciation inputs per property.

Important Quick Links

• • Where’s My Federal Refund? — Check the current status of an individual federal tax refund.

Need Custom Guidance?

If you are unsure which forms apply to your tax situation or need assistance setting up your accounting software, our team is here to assist.

Contact Newman Garrett & Associates or call our office directly to schedule a consultation.Listed Below are Resources that