To access Tax Notebook please click on the icon on your right. (id and password required) >>>>

Tax notebook provides an organized method of gathering and submitting the information needed to prepare your individual income tax return. The information is entered on-line, through our Web site, and transmitted electronically to us. Tax notebook is organized like a notebook, with folders for appropriate sections of your tax information. It is interview driven, meaning that answers you give to questions bring up the folders that you need to enter your information. You are not overwhelmed with pages that have no relevance to your information.

Tax Notebook keeps track of your information, measures your progress and tells you when you are complete. There are places for notes so you never have to worry about forgetting to ask us questions. After the first year, prior year information appears near where your current year's information needs to be entered..

Made a mistake or forgot to enter some information? No problem, just go back into the system and correct the error.

The process is simple. Send us the information below and we will send you instructions to access Tax Notebook including your personal login ID and password to access Tax Notebook.

YES - I want to use tax notebook!

When the email window opens, please just write your name and press submit.

The system is secure. Only you and our administrator can access your information.