Doing your Organizer is easier than ever!

Tax Notebook speeds the preparation of your tax return and ensures its accuracy.



As an alternative to providing your tax information via our traditional paper organizer, we are now proud to offer Tax Notebook, the quick-and-easy way to get started on your taxes! With Tax Notebook, you'll enjoy a secure, online tax interview that allows you to submit your tax data using any PC with an Internet connection!

Here's how it works:

• Using any PC with an Internet connection, you access Tax Notebook directly off our web site with a unique Login ID and Password that we provide within 24 hours of your request.


• 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. You need to still send us your original documents for us to copy into our files.