Tax Notebook Organizer
You can submit your tax information securely and conveniently via the internet with Tax Notebook, if we prepared your return last year!
You are guided through a personal tax interview that is much more intuitive than the traditional paper organizer. When finished, simply click a button to send us your tax information via a secure link. You can also print a copy of your tax data for your records.
Tax Notebook ensures that important information is not overlooked, and that you know exactly what information you need to submit to us. It’s that easy!
Call us to get your unique Logon ID and Password.