Method and system for organizing tax information and providing tax advice

A computer-readable medium having computer-executable instructions that, when executed by a user's electronic device, enable the user's electronic device to perform steps comprising:

• generating a user interface displayable on a display device coupled to the user's electronic device;
• presenting to the user via the user interface a plurality of solicitations for a set of personal information describing characteristics of the user;
• receiving via the user interface the personal information set;
• and
• based on the personal information set, generating to the user interface a checklist of tax return preparation information to be compiled by the user.

A system comprising:

• (a) a memory device;
• and
• (b) a first electronic device coupled to the memory device and configured to:
• (1) generate a user interface displayable on a display device coupled to a user's electronic device;
• (2) present to the user via the user interface a plurality of solicitations for a set of personal information describing characteristics of the user;
• (3) receive via the user interface the personal information set;
• and
• (4) based on the personal information set, generate to the user interface a checklist of tax return preparation information to be compiled by the user.