Tax Organizers
Select the organizer for your tax year and return type. Submit securely — we will reach out within 2–3 business days. CSV and PDF copies will be emailed to our team automatically.
2025
Tax Year 2025 · Returns Due April 2026
Form 1040 · 2025
Personal Tax Organizer
For individuals and families. Includes 2025 OBBBA updates: No Tax on Tips, No Tax on Overtime, $6,000 Senior Bonus, SALT cap $40,000, and permanent QBI deduction.
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Sch C · 1065 · 1120-S · 1120 · 2025
Business Tax Organizer
All for-profit business formations. Select your entity type — the form adapts. Includes 100% Bonus Depreciation and Form 8825 rental real estate section.
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990 · 990-EZ · 990-N · 2025
2025 Nonprofit Tax Organizer
For 501(c)(3) and other tax-exempt organizations. Covers governance, revenue, functional expenses, programs, and compliance disclosures.
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2024
Tax Year 2024 · Returns Due April 2025
Form 1040 · 2024
Personal Tax Organizer
For individuals and families filing 2024 returns. Standard deduction $14,600 single / $29,200 MFJ. 401(k) limit $23,000. SALT cap $10,000.
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Sch C · 1065 · 1120-S · 1120 · 2024
Business Tax Organizer
For all for-profit business formations filing 2024 returns. Includes 60% Bonus Depreciation, Section 179 up to $1,220,000, and QBI 20% deduction.
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990 · 990-EZ · 990-N · 2024
2024 Nonprofit Tax Organizer
For 501(c)(3) and other tax-exempt organizations filing fiscal year 2024 returns.
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