3350A Annapolis Lane North, Plymouth, Minnesota 55447, United States

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Gallagher Tax & Investment LLC

Tax Organizers, Checklists & Engagement Letters

You can find our yearly tax organizers, checklists and engagement letters.

2024 Gallagher Tax - Tax Organizer - Individual (pdf)Download
Gallagher Tax - Tax Organizer - S-Corp (pdf)Download
Gallagher Tax - Partnership tax organizer Form 1065 (pdf)Download
Gallagher Tax - Tax Organizer - Small Business and Rental Properties (pdf)Download
Gallagher Tax - Tax Organizer - Fiduciary Trusts and Engagement Letter (pdf)Download
Gallagher Tax - Tax Organizer - Fiduciary Trusts (pdf)Download
Gallagher Tax - Tax Organizer - Trusts Beneficiary Information (pdf)Download
Gallagher Tax - Estate checklist (pdf)Download
Gallagher Tax - Survivors Checklist (pdf)Download

NewsLetters, Articles and Tax Planning Guides

Please find helpful Tax planning guides, tax oriented publications and articles.

Gallagher Tax - 2024-2025 tax planning guide (pdf)Download
Gallagher Tax - 2023-2024 Tax Planning Guide (pdf)Download

Business downloads - Formation, advisement, etc...

Gallagher Tax - Entity Formation Questionnaire (pdf)Download

Estate Planning and investment management Downloads

Please find helpful and useful tax links

Files coming soon.

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