01 · Tell us about your return
Choose a year, your filing situation and the people or organization involved. Only the questions relevant to your return appear.
ALLIANCE TAX PREPARATION
Simple questions.
The right forms, together.
Personal, business or nonprofit: tell us your tax situation and we’ll build your form checklist. Your answers carry into fillable forms right here on our website.
Start my questionnaire → Return to my saved forms
Editable final-form templates currently support tax year 2025. For 2026, the questionnaire includes published tax figures and a downloadable planning and signature packet; the final 2026 Schedule C and 1099-NEC are available, while base returns and other annual templates remain pending. State PDFs are being added separately.
ONE GUIDED WORKFLOW
We ask. Your return takes shape.
02 · Add income & documents
Enter income, deductions and business or nonprofit activity. Upload and classify supporting records, then verify any document amounts before importing them.
03 · Review your selected forms
See why each form was suggested. Review and edit its prefilled fields on this website, save your changes, and download editable PDFs for preparation.
Built around the return you need.
Personal & self-employed
Start with Form 1040. Income, business activity, education, dependents and health coverage help select supporting schedules and credit forms.
Start personal questionnaire →Business returns
Questions about tax classification guide the choice of 1120, 1120-S, 1065 or an individual return with Schedule C. Add ownership, inventory and asset information.
Start business questionnaire →Nonprofit returns
Exemption, receipts, assets and special circumstances guide the 990-series review, including supporting schedules. Small organizations may need an electronic 990-N review.
Start nonprofit questionnaire →The form checklist is a preparation aid. Alliance reviews the applicable tax year, eligibility, required schedules, calculations and signatures. Saving or downloading forms does not file a return.
Let’s build my return →