2009 Tax Organizer

For all clients who would like assistance organizing their tax information for 2009, please follow these instructions:

  • Click on this link, to open the 2009 Tax Organizer .pdf file 

  • Print the entire file containing four pages

  • Review the sheets, and fill in all the requested information

  • When complete, mail the entire form to Reagan and Company at 
                  One Wood Place, Fitchburg, MA  01420

  • This will give us the basic information to begin working on your 2009 taxes

Thank you for following this new method for initiating the 2009 tax process.

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