Tax Document Organization

Administrative organization for tax-related records so clients can deliver a clearer file to their selected tax professional.

Request Document Organization

Send a short request without sensitive tax records. If document upload is needed, MYITEDU will direct you to the secure client portal.

Request Document Organization

Creating document checklists based on the records the client says they have.
Identifying visibly missing records from an administrative checklist standpoint.
Arranging income, expense, and supporting documents into a clearer file structure.
Preparing an organized document package for delivery to the customer’s selected tax professional.

Administrative organization only.
This service does not include tax advice, selection of tax positions, preparation or filing of tax returns, refund calculations, audit assistance, tax-resolution services, or representation before the IRS or New York State Department of Taxation and Finance.
Do not send Social Security numbers, full tax returns, W-2s, 1099s, banking information, or other sensitive tax records through the public contact form. Sensitive records must be collected only through MYITEDU’s approved secure client portal.

Send a short message with the service you need. MYITEDU will review the request and explain the next administrative step.