Tax Notebook Information
For Individual tax returns, in lieu of using the paper organizer, you can input your tax information on the Internet. As soon as you complete your data entry, I will receive a confirmation and will download your information on my computer.
If you wish to use this service, please follow the instructions below.
- Call me to obtain a "User ID" and a "Password"
- When you are ready to input your tax information, Click on the button below and you will be prompted to enter your "User ID" and a "Password"
- You will then be able to access your personalized electronic organizer.
- You may input your tax information in one session or you may save your information and come back later to start where you left off.
- Follow the on screen instructions to enter your tax data.
- After completing you input, indicate so, print a copy for your records, and click on the “Send to Accountant” link. I will immediately receive a confirmation of your completion and can begin working on your tax return.
- Mail the W-2's, 1099's, K-1's, etc to me in the envelope provided to you earlier.
