1040 Organizer

1040 Organizer is an electronic, interactive tax organizer that generates relevant forms and selections based on information from your prior year’s tax return and your current year’s tax situation. It also allows you to upload electronic files of your tax documents and provide those documents to us.

Fill out the form below to get started.

 

1040 Organizer Input Form

Please provide the information below, and we’ll be in touch with your user name and password.
  • If not applicable, type N/A