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New Online Tax Notebook!

Starting with the 2010 tax year, we will be providing our clients with the ability to fill out their tax organizers online through our new strategic partnership with Tax Notebook.  We hope this service provides added convenience and a  little additional help for our clients to pull all their tax information together. 

This new tool will walk you through a series of questions and provide input screens to fill out with the information you usually provide manually.  The questions are tailored to meet your specific tax needs and to make sure you are able to take advantage of every deduction and credit available to you. 

We hope this new service will provide you with a little extra convenience in a very busy time.  If you have already contacted us and have received your login username and password, please click on the Tax Notebook icon below and you will be taken to the login screen.  If you haven't received your username and password and would like to participate in this new offering to streamline your tax reporting/gathering process, please contact us at your earliest convenience to request an online organizer username and password.

 

Tax Notebook Toolkit Login

 

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