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2217 E Chapman Ave.
Fullerton, CA 92831
  • Phone:
    714-871-1040
  • Fax:
    714-871-1736
  • E-mail address: customerservice@gregersontaxservice.com
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  • 57% of U.S. workers have saved less than $25,000 for retirement.* -- *2015 Retirement Confidence Survey, EBRI
  • Only 48% of Americans know how much money to save for retirement.* -- *2015 Retirement Confidence Survey EBRI
  • 50% of retirees left the workforce earlier than planned.* -- *2015 Retirement Confidence Survey EBRI

Helpful Forms



Following forms, checklists, and worksheets are in PDF format only.

 

  • Tax Checklist & Questionnaire
  • Educators  Expense Worksheet
  • Medical Expenses Worksheet
  • Non Cash Charitable Contributions/Fair Market Value
  • Rental Property Expense Worksheet
  • Self-Employed Expense Worksheet
  • 2018 Individual Taxpayer Organizer
  • 2018 Individual Taxpayer Organizer SchC
  • 2018 Individual Taxpayer Organizer - Rental
  • 2018 S Corporation Tax Organizer
  • 2018 C Corporation Tax Organizer
  • 2018 Partnership Tax Organizer
  • 2018 LLC Tax Organizer
  • Airline Personnel Expense Worksheet
  • Law Enforcement ExpenseWorksheet
  • Nurses and Medical Field Expense Worksheet
  • Beauty Services Worksheet
  • Real Estate Agent Expense Worksheet

 

Contact Us

2217 E Chapman Ave.
Fullerton, CA 92831
  • Phone:
    714-871-1040
  • Fax:
    714-871-1736
  • E-mail address: customerservice@gregersontaxservice.com

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 24,706.35 +1.38%
Nasdaq Composite 7,157.23 +1.03%

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.

Learning Center

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Paul Gregerson is a registered representative registered to transact business with clients in the following states, CA and NM. Paul is also an insurance agent and advisory representative licensed in CA. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. *Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000. Investments & Insurance Products:Are not insured by the FDIC or any federal government agency

Are not deposits of or guaranteed by the bank or any bank affiliate.May lose Value.

Gregerson Tax Service is not a registered broker/dealer or independent investment advisory firm.

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