Free Tax Organizer

Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
 
Please complete the following steps to take advantage of this tax organizer.
 
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
 
2. Print the organizer by clicking on the printer icon on the top of the screen.
 
3. Fill out all the information you can.
 
4. Call us or use our calendar (Select "Appointments" under the "Contact" tab) schedule a meeting.
 
5. Bring the completed tax organizer and all supporting documents to the meeting.

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Please contact us at the office any time if you have questions.

Days until April 15

Serving the Rogue Valley as Certified Public Accountants and Business Advisors since 1987

At Nagel & Padilla we bring an integrated approach to anticipating and meeting client needs that merges traditional accounting with strategic planning and advisory services. With this holistic approach our goal, ultimately, is to support our clients in achieving business, financial and personal goals.

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© Nagel & Padilla LLC, Certified Public Accountants and Business Advisors 2021, 290 N Main, Suite 8, Ashland, OR 97520
T: (541) 488-1551 F: (541) 488-1552 E: info@nagelpadilla.com

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