My1040Data is a completely new web-based tax organizer that makes it easier for clients to provide their personal information and all tax return-related documentation to tax preparers. It is your online alternative to the traditional paper organizer.

This powerful Internet tool delivers expanded levels of convenience and technology that allow you and our firm to better interact with the data compilation process. We can assist and work with you to gather and compile your data. With My1040Data, you no longer deal with the administrative and mailing costs associated with paper tax organizers, and instead enjoy a secure transfer of data via the Internet.

We recommend you have the latest version of Google Chrome, Microsoft Edge or Safari for Mac installed.

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If you are an existing client, we need to upload your data to the secure sever and provide you a password. You therefore need to inform us if you plan to use My1040Data.