Complete Tax Service for
Individuals and Businesses

Specializing in Tax, Accounting, and Consulting for Individual, Small Business, Trust, Estate, and Client Representation. We offer training for Quickbooks and consulting. Payroll, Reporting, and Filing.

Helpful Steps for collecting tax information.
At Jordahl Advisory Group, we want to make sure you have all the right tools in preparing your tax records. Please review our tax information checklist for individual and business filings.
See the checklist here
Download the tax organizer

Small Business Tax Worksheets (available in pdf format)
  Auto Expense Worksheet
  Auto Lease vs. Purchase Comparison Worksheet
  Collecting Your Tax Information
  Office in Home Worksheet
  Rental Property Worksheet

Industry Specific Worksheets (available in pdf format)
  See industry specific worksheets

Common Tax Forms (available in pdf format)
  Federal W-4 Employee's Withholding Allowance
  Federal W-9 Request for Taxpayer Identification Number
  Federal SS4 Application for Employer Identification
  Federal 941 Employer's Quarterly Federal Tax Return
  Record Retention Guide
  Non Cash Contributions worksheet

Important Financial Dates
   January 15, 2008 - Estimates for 4th Quarter
   March 15, 2008 - Deadline for filing corporate taxes
   April 15, 2008 - Deadline for filing individual income taxes
   April 15, 2008 - Estimates for 1st Quarter