Online Tax Organizer

Your Alternative to the Traditonal Paper Organizer

Now you can submit your tax information securely and conveniently via the internet with My1040Data!

My1040Data is a web-based tax organizer that makes it easier for our clients to provide their personal information and all tax return-related documentation to us.  Our clients may see last year's Pro Forma information and enter this year's data, including amounts, notes, and attachments. 

My1040Data provides our clients with greater flexibility.  It can be used on most dektop computers, laptops, and tablets. Standard questions have been grouped into more logical groups.  Our clients can attach electronic copies of forms, scanned images, spreadsheets, etc. Other information can be entered directly in My1040Data.

To access My1040Data, please contact our office.


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