For individuals

One drawer for every tax document.

W-2, 1099, HSA, mortgage interest, charitable receipts, an IRS letter — drop them in as they arrive. By April your return is already half-done.

Honest note: a pure-W-2 filer with no side income, no HSA, and no state moves probably doesn't need this. We won't pretend otherwise.

The individual filer's tax year

1
Set your tax profile
Filing status, dependents, home state. The data that prefills your 1040.
2
Drop documents in as they arrive
W-2, 1099-INT/DIV, 1098 mortgage, 1095-A, charitable receipts. Tagged by tax year.
3
Track side income (if any)
Etsy sales, freelance jobs, rideshare — a small Schedule C ledger that doesn't get in your way.
4
Get reminded for life events
Marriage, dependents, address change, state move, HSA contribution deadlines.
5
April — 1040 is mostly written
Hand it off to Gideon Tax or your preparer with one click.

Individual filing support comes once Gideon Tax 1040 prefill is live. Join the waitlist and we'll tell you when.