Our online tax organizer helps you organize your tax information to ensure that you do not miss any important deductions.
Electronic Organizer
If you are a new or prospective client simply click below to get started. When you get to the login screen click on "New Tax Client" and set up your Username and Password. Please fill in your responses the best you can. Remember, you can return to this organizer at anytime, using your unique Username and Password, to complete any unfinished items.
If we prepared your tax return last year, please call our office and we will set up your TaxNotebook with your prior year information included.
Be sure to send us your original source documents so that we can review the information you have entered into the electronic organizer.
Please click here to log into our online tax organizer.
Paper Organizer
If you would prefer to have a paper organizer, rather than an electronic organizer, please click below and print out a copy of our paper organizer. You can complete the paper organizer and send it to our office along with your source documents.
Please click here for our paper 2009 Tax Organizer.
Please contact us at the office if you have questions.
