Tax planning tools
Tax planning guide
Use this comprehensive tax and financial planning guide for year-round and year-end planning. Download and print the PDF or view in your browser.
New client tax organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new 1040 clients and allows you to enter your information right on the screen. You can then e-mail the completed tax organizer to the office or print and mail it.
Current clients should contact the office to request a “proforma” tax organizer that includes prior-year information and carryover data.
My1040Data tax organizer
My1040Data is for existing clients of Bigelow. It is an electronic, interactive tax organizer that generates relevant forms and selections based on information from your prior year’s tax return. It also allows for attaching electronic copies of relevant tax return-related documents and forms.
Login information is emailed to clients after January 1, so make sure your email is correctly logged in our system by contacting us.