Tax Season Organizer

What the Agent Produces

Six sections that get your records ready to hand to a tax professional.

Organizer Overview The mode, your structure, and the assumptions behind the organizer.

Income Summary Your income totals organized and ready for review.

Deductible Expenses Expenses sorted into clear, accountant-friendly categories.

Tax / 1099 Checklist A step-by-step checklist for estimated taxes or 1099 filing.

Documents to Gather Exactly which records and forms to pull together before filing.

Accountant Handoff Notes A tidy summary your tax professional can act on immediately.

Organize quarterly estimated taxes or year-end 1099 prep. Upload income & expense data or enter your totals.

This is an organizing tool, NOT tax advice. A licensed tax professional must review before filing.

Business Name

Mode *

Business Structure

Jurisdiction

Upload Income & Expense Data (CSV / Excel)

Upload Income & Expense Data (CSV / Excel) Or enter your totals below

Total Income (optional if file uploaded)

Total Deductible Expenses (optional)

Output Language

AI Model

How It Works

Choose your mode — quarterly estimated taxes or year-end 1099 preparation — and your business structure. Upload an income and expense CSV or Excel file, or just enter your totals. For 1099 mode, list the contractors you paid $600 or more. The agent organizes everything into a clean packet your accountant can pick up and run with.

This is an organizing tool, not a filing service. Output is available in English, Spanish, and French.

Important: This is an organizing tool, NOT tax advice. Tax rules vary by jurisdiction and change frequently. A licensed tax professional must review your records before filing.

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