Client Organizer

My1040Data is a web-based tax organizer that makes it easier to provide us with your tax information and related documentation.  Click the My1040Data logo below to log in


To best support our clients’ we offer an advanced web-based tax organizer to assist you and us in collecting your tax information and documents. 

Once we have set up a secure folder for you, simply click on the My1040Data logo above to log in to your tax organizer

Information is stored in a secure data center and is transmitted with 128-bit SSL encryption. That means your files are secure and confidentiality is maintained.