For SMAART Business Clients
Company Tax Organizer.
Submit your year-end business info in one secure form, about 15 minutes. A SMAART CPA reviews every submission and gets your return filed cleanly.
- Secure submission· Jotform SSL + bank-grade storage
- About 15 minutes· Save partway and resume later
- Reviewed by a CPA· No autopilot, a human reads every return
The Organizer · Save & resume anytime
What you'll need
Grab these so
you don't stall.
You don't need every item to start. The organizer saves your progress, skip what you're missing and come back to it.
Missing a document? Ask us- Prior-year business tax return (for reference)
- Year-end profit & loss and balance sheet
- W-2s and 1099s issued to employees or contractors
- Bank and credit card statements (December)
- Loan statements showing year-end balances
- Vehicle mileage log (if claiming business use)
- Fixed asset purchases and disposals
- Home-office square footage (if applicable)
Stuck halfway?
A real person will walk you through it.
Message your SMAART lead directly, or book a 15-minute call to knock out the trickier sections together.