For Individuals & Families
Individual Tax Organizer.
Submit your personal year-end info in one secure form, about 15 minutes. A SMAART CPA reviews every submission and files your return 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
Gather these
to move fast.
You don't need every item to start. The organizer saves your progress, skip what you're missing and come back to it later.
Missing a document? Ask us- Prior-year personal tax return (1040)
- W-2s from every employer you worked for
- 1099s (NEC, MISC, INT, DIV, R, B, K, G)
- 1098 mortgage interest + property tax statements
- Charitable contribution receipts (cash + non-cash)
- HSA, FSA, IRA, and 401(k) contribution records
- Student loan interest (1098-E) and tuition (1098-T)
- Dependent info, SSN, childcare provider, school
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.