A Power Is Personal solution
TMIS

Know what you have, what you need, and what to do next.

Tax Management Intelligence System helps individuals, independent contractors, and small businesses organize mileage, expenses, tax activities, reminders, and document sources throughout the year.

TMIS does not store W-2 or 1099 documents in this version.

Tax Year OverviewGetting Organized

Here is what is left

Mileage reviewedBusiness trips are organized
1
Download W-2Open your payroll provider
2
Assign 4 receiptsConnect them to the right tax activity
3
Review contractor incomeConfirm expected 1099 forms
Designed around real life

People can have more than one way of earning income.

TMIS lets users organize records by employer, contract, business, rental, gig platform, or another activity. When life changes, users can update their sources without starting over.

Mileage Intelligence

Track, review, and organize business mileage with clear reporting.

Expense Organization

Capture expenses and connect them to the income source or tax activity they support.

Tax Document Finder

Use trusted links to locate W-2s, 1099s, and other documents without storing them in TMIS.

Tax Activity Checklists

Create a practical list based on employment, contract work, businesses, rentals, and other income sources.

Helpful Reminders

Choose optional reminders for mileage, expenses, document retrieval, and tax deadlines.

Accountant-Ready Reports

Bring organized records and summaries to your tax professional when you are ready.

Privacy-conscious by design

Helpful navigation without becoming a warehouse for sensitive forms.

TMIS can guide users to payroll providers, marketplaces, banks, and other official sources where tax documents may be available. Users log in directly with the provider; TMIS does not ask for or retain those provider passwords.

Read our privacy approach →
No W-2 storageUsers keep sensitive tax forms with their trusted providers.
No provider passwordsTMIS links users to official sign-in destinations.
Optional SMSUsers choose whether to receive account-related reminders.
User-controlled updatesEmployment and income sources can be changed at any time.
Optional text reminders

Receive useful account reminders only when you choose.

Registered users may opt in to SMS reminders for mileage review, expense organization, document retrieval, tax deadlines, and account activity.

Message frequency varies. Message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase.

View SMS terms →
TMIS Reminder

Your quarterly estimated tax deadline is approaching. Log in to review your checklist.

Reply STOP to opt out.

Less scrambling. More clarity.

Keep your tax-related tasks visible throughout the year.

Open TMIS