Tax Organizer

Start your tax preparation.

Pick the organizer that matches your filing situation. We'll send it to you, you fill it out at your own pace, and we respond within 1 business day to scope your engagement.

No sensitive PII collected hereSecure folder after engagement beginsFixed quote in writing before you commit

6 Organizer types Individual, S-Corp, Partnership, C-Corp, Trust/Estate, Nonprofit
1 Business-day reply Scope, fixed quote, and engagement letter — emailed back
0 Sensitive PII here SSNs, DOB, banking — only via the secure portal, never email
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New clients Free 1-hour planning session ($250 value) included at signup — every new TaxOwl Advisors engagement comes with a complimentary planning conversation, redeemable any time within 12 months. Engage by Feb 15 with documents in hand → also save 10% via the Early-Engagement Discount.
TAX ORGANIZER

Pick your organizer

Each organizer is tailored to the entity type. Click the one that matches your filing — we'll email you a fillable version. No payment required to start; we confirm pricing after we review your situation.

Not sure which to pick?

Filing for yourself? Start with Individual. If you also run a business, pick the business organizer instead — we coordinate both as one engagement.

Filing for a business? Pick the entity type below: S-Corp, Partnership, C-Corp, Trust/Estate, or Nonprofit.

Don't know which entity type yours is, or have a hybrid situation? Email us a 2-sentence description and we'll point you to the right one within 1 business day.

Individual Tax Organizer

Form 1040

For W-2 employees, freelancers, contractors, retirees, and anyone filing a personal tax return. Covers federal + state, dependents, deductions, credits, and investment income.

Get Individual Organizer →

S Corporation Tax Organizer

Form 1120-S

For S-corp owners filing the entity return. Covers gross receipts, balance sheet, K-1 issuance, owner compensation, and distributions. Owner 1040 priced separately.

Get S-Corp Organizer →

Partnership Tax Organizer

Form 1065

For partnerships, multi-member LLCs taxed as partnerships, and joint ventures. Covers partner allocations, K-1s, capital accounts, and partnership-level items.

Get Partnership Organizer →

C Corporation Tax Organizer

Form 1120

For C-corps. Covers entity-level income tax, deductions, balance sheet, and shareholder compensation. Used for corporations that haven't elected pass-through status.

Get C-Corp Organizer →

Trust & Estate Organizer

Form 1041

For irrevocable trusts, decedent estates, and complex trust filings. Covers fiduciary income, beneficiary distributions, and grantor-trust considerations.

Get Trust/Estate Organizer →

Non-Profit Organizer

Form 990 / 990-EZ / 990-N

For 501(c)(3) and other tax-exempt organizations. Covers program services, governance, contributions, and the right 990 variant for your size.

Get Non-Profit Organizer →
SELECT AN ORGANIZER ABOVE

Request a tax organizer

We respond within one business day with a fillable organizer and a quote tailored to your situation.

Returning client?

Email us — we'll send you a pre-filled organizer with last year's data so you only need to update what changed.

· See full pricing ·
WHAT TO EXPECT

What happens after you request the organizer

No long-form sales process. Asynchronous by design — text and email only.

1 You email us

Pick the organizer above and click the button. Your email client opens with a pre-filled subject. Add any context, hit send.

2 We reply within 1 business day

You get the organizer (PDF or secure-portal form), engagement letter, and a quote based on what you described. No call needed unless you want one.

3 You fill it out, we prepare the return

Complete the organizer at your pace. Upload supporting docs to the secure portal. We prep, review, and walk you through it before e-filing.

Privacy & security note: Sensitive PII (SSN, date of birth, driver's license, banking information) is only collected through encrypted secure folders — never through email, text, or this website. The organizer email simply starts the engagement; we do not ask you to reply with personal numbers.