Tax Notebook Information
Doing your Organizer is easier than ever!

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.
Already filed your return?