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Your team replies within 1 business day, Monday to Friday, 8am to 4pm Pacific.

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Please don't include sensitive details like your Social Security number here — use the Documents tab to share documents securely.

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Your enrollment fee, scheduled payments and payment history.

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      Your completed, pending, and declined payments. For a receipt or any billing question, call (888) 825-7776.

      Documents

      Everything related to your case, in one secure place.

        PDF, photo, Word or Excel · up to 25 MB · phone photos are shrunk automatically

        Tax Organizer

        Tell us about your year so we can prepare your return. It only shows questions that apply to you, saves as you go, and takes 20–45 minutes.

        Personal organizer
        Employees, retirees and investors — W-2, 1099, Social Security, investments, rental property, deductions and credits.
        Start →
        Self-employed organizer
        1099, gig, freelance and Schedule C businesses — everything in the personal organizer plus your business income, expenses, vehicle and home office.
        Start →
        Business organizer
        S corporations, partnerships and C corporations — owners, financial statements, payroll and compliance.
        Start →

        Prefer paper or a PDF? Download the fillable version and upload it back in the Documents tab: Personal · Self-employed · Business.

        Your answers save to your account as you type, so you can stop and come back on any device. When you send it, your preparer is notified and you get a reference number by email. Upload supporting documents in the Documents tab, or straight from the organizer's document checklist.

        Tax Strategy Review

        Five checks of your tax picture — income map, deductions, business structure, retirement room and quarterly payments — built from the answers in your tax organizer.

        Reading your organizer…

        This review is educational and is not tax advice, a tax return, or a promise about any outcome. Every figure is an estimate computed from the answers you typed into your organizer, using 2025 federal rules — your Clarity tax professional verifies everything against your actual documents before anything is filed. Questions about any card? Call your tax team at (888) 825-7776 or use the Messages tab.

        Timeline

        Every step your case has been through, and what comes next.

        Case details

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