Online Tax Organizer

Fill out the online tax organizer and attach your tax documents using your My 1040 Data login.

For more information contact us.


My 1040 Data Login

If you elected to fill out your organizer and submit your documents electronically, your temporary My 1040 Data login will be emailed to you at the beginning of January each year to submit your tax information to your accountant.

Please use one format to submit all tax information:


  • Email  –  We recommend all paperwork being emailed to our office be sent via a secure link of your choosing 
    • Email your paper organizer via this secure link



  • Bring your completed paper organizer and supporting documents to our office.
    • Please do not bring in binders or other specialty folders – we do not have the space to hold onto these for you. 
    • You can bring all paperwork in a paper/binder clip, rubber band or a plain file folder.
      • We will separate your documents prior to scanning them into our system
      • All paperwork will be returned to you when you pick up your completed tax return


  • Mail  –  completed paper organizer and supporting documents to our office.  
    • Note: You may want to consider using a mail service that provides tracking and will advise you when we have received your documents.


  • REMEMBER: Tax returns are completed on a first come, first served basis.  In most cases, the earlier we receive your completed organizer and supporting documents the sooner we can complete your tax return(s).