My1040Data is an online alternative to the traditional paper organizer and replaces previous Tax Notebook software.  It will help you to gather the information needed to prepare your tax return.

My1040Data offers greater flexibility by:

  • It can be used on most desktop computer, laptops and tablets
  • Electronic copies of forms such as W-2's and 1099's can be attached
  • Other types of files can be attached such as spreadsheets or photographs of documents

Below is a link to My1040Data.  Please be advised that the software will appear in a new window.  You will need to contact our office to obtain login credentials.

Click Here to access the My1040Data online organizer