Our preparation for your tax return starts with a completed Tax Organizer you provide us. We’ve done our best to make the Tax Organizer easy to use while collected the many details a nonprofit tax return requires. Our Tax Organizer is designed to walk you through it step-by-step.
We have created a self-contained HTML file which you will download onto your computer. It runs entirely on your computer or device. You don’t need any software other than a browser, even when it creates files for you. Download the .zip file and then extract the .html to a location on your computer
While you use it, the answers you type are never sent to us, or to any website or server. The Tax Organizer is saved within your web browser so you can pick up where you left off. (If you share the same device and browser profile with someone else, they will see saved answers until they’re cleared.)
When you finish, we provide a method to download the completed organizer to your device and choose how to send it to us, by email or through our secure upload link. Nothing reaches us or anyone else until you send it. To erase your saved answers at any time, use the “Start over” option, or clear your browser’s saved data.
If you have any questions before or after downloading, about the Tax Organizer, the questions themselves, or about what to do when you are done, please feel free to call us at 602-230-2700.
Click this link to Download the Tax Organizer .zip file. Depending on your browser and settings, it may prompt you to choose where to save it. Otherwise, it will save it automatically to your downloads folder. Check your browser settings to confirm if unsure.