2021 Tax Organizer

CLICK HERE -> Generic Tax Organizer 2021 <- FOR THE 2022 TAX SEASON


Another tax filing season is fast-approaching.  We hope your 2022 new year is off to a great start.  Our entire staff appreciates having you among our good and loyal clients – thank you!

As was the case last year, Gallagher Financial Services offers various options that will allow our firm to effectively prepare your taxes.  Along with scheduling an in-office appointment, you have the convenient option to share your tax docs with us via our CCH iFirm tax portal.  Of course, you may still prefer to mail us your tax docs or drop them off in person – curbside options will be available!

Whichever method, please provide us with all your pertinent 2021 tax documents.  Included with this tax letter is a convenient checklist of common tax documents we’ll need this tax season.  As in previous years, clients with more elaborate taxes can also refer to our tax planner worksheets that are tailored to your unique situation.  A generic version of our tax planner is available at the top of this page.

This year, please consider getting us your tax documents in advance.  Even if you expect to owe taxes, it good to know in advance to allow for proactive planning.  For 2021, those who received advance child tax credits may be concerned about the tax consequences!  Importantly, you must bring us your IRS letter 6419 that shows the advance payments your received.  We need this information to reconcile the amount you received with the tax credit you are allowed.  In addition, we’ll also need to know the amount you received for the 3rd round of stimulus checks (the maximum was $1,400 per person, including dependents).   Let us know your contributions to charity (separate the amount for cash vs. non-cash donations). The next page explains the options available for us to prepare your 2021 taxes.

As always, please contact our office with your questions or concerns.  You can reach me by email at Mark@markgallagher.com.  You can reach Jeff Youngquist by email at jeff@markgallagher.com.  You can always call my office at 651-774-8759 and a member of my team will be eager to assist you!

Best Regards,

Mark Gallagher CFP®