Tax Notebook

TaxNotebook is an online organizer that delivers convenience and technology to our clients.  Rather than mailing a paper tax organizer, our clients recieve the piece of mind that their information is being sent to us securely. 

Instructions:

1. Call our office and request a username and password.

2. Click on the TaxNotebook link above to access the log in page.

3.  Log in using the username and password given by our office.

4.  Compile your Tax Notebook with information from your supporting tax documents.

5.  Submit your file when completed.

6. We will be notified when your tax notebook is submitted and we will compile your tax return.