For Individuals & Businesses
Income & Expense Organizer.
Pull your income and expenses together in one secure form, about 15 minutes. A SMAART CPA reviews every submission so nothing falls through the cracks at tax time.
- 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 submission
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 tax return (1040, 1120, 1065, or 1120-S)
- W-2s and/or 1099s for all income sources
- Bank and credit card statements for the tax year
- Receipts for deductible business expenses
- Vehicle mileage log (if claiming business use)
- Home office measurements (if applicable)
- Charitable contribution receipts (cash + non-cash)
- Any notices or correspondence from the IRS or state
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.