Tax Organizer · Form 1040 · tax year 2025

Your tax organizer

Answer a few questions — we build your Schedule C from your books, estimate your refund, and create a CPA-ready packet.

① About you

Your name

Filing status

Your age

Spouse age (if joint)

② Dependents

Children under 17 ($2,000 each)

Other dependents ($500 each)

③ Your business · Schedule C

Business name

Gross receipts (income)

Total business expenses

④ Other income

W-2 wages

Other income

⑤ Payments made

Federal tax withheld

Estimated payments

⑥ Itemized deductions (optional)

Mortgage interest (1098)

Property tax

State/local tax

Charitable

Medical

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