office

Tax Organizer

Welcome to Tax Organizer

Our tax organizers will help you organize your tax information and make sure you don't miss any important deductions.

Please complete the following steps to take advantage of this tax organizer.

1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.

2. Print the organizer by clicking on the printer icon on the top of the screen.

3. Fill out all the information you can.

4. Call us and schedule a meeting.

5. Bring the completed tax organizer and all supporting documents to the meeting.

View Blank Tax Organizer (2005 Version)

This organizer will no longer be updated. To access the most current tax organizer, use the Online Tax Notebook link below.

You will need Adobe Acrobat reader to view and print the form out. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.

Online Tax Notebook (New Clients Click Here)

You will open a new window to our secure website.

Completing your Tax Notebook is easy.
Click on the notebook above,
click on "new tax client", (new clients only)
create or enter your user login and password,
answer all the questions,
and complete relevant sections of the Tax Notebook online.

When your Tax Notebook is complete, you can print a copy for your own records, and then submit your tax information to us with just the click of a button! Your information is always safe and secure and will not be seen by anyone but the tax professionals at our firm.

If you have any questions about Tax Notebook, we would be happy to provide you with additional information regarding this exciting new Internet tool.

Thank you for the opportunity to be of service to you any your family. We look forward to serving you throughout the tax season and throughout the year!

Please contact us at the office any time if you have questions.

Tax Organizer

Need assistance?