Start Your Tax Organizer
Our online organizer walks you through a short set of questions about your year. When you finish, you will know every document you need to bring so your 1040 return is accurate and complete.
What the Organizer Does for You
Builds Your Document Checklist
Answer simple questions and the organizer identifies all the possible documents you may need, from W-2s and 1099s to deduction records.
Create a Profit and Loss for Tax Prep
Self-employed or running a side business? The organizer helps you put together a profit and loss statement for your business.
Prepares Schedule E Rental Info
If you own rental property, it helps you gather income and expenses for your Schedule E rental business.
Ready to Get Organized?
It only takes a few minutes. Click below to begin filling out your organizer.
