Year-End Tax Planning

As we approach the end of the year, you have the unique opportunity to start your year-end tax planning to make the most of any tax law changes. You can find many useful tax planning tips on our Library.

Once you have gathered all of your information and documentation, we have made it easier than ever to submit it to us. Starting in early January, our online Tax Notebook organizer will allow you to send your information from the comfort of your own home. It also serves as a checklist to ensure that you have all the information.

Why use the Tax Notebook?
It’s much more convenient than the old paper organizers. You can access it anytime and anywhere there is a computer with an Internet connection. Plus, it’s the most secure and dependable way to submit your complete information to us.

How do you use the Tax Notebook?
It’s easy. Go to the client area of our website and click on the ‘Tax Notebook’ link. Answer all the questions. Once you have completed the sections, print a copy for your records and then click the ‘Submit’ button. You’re done! Your information will then be securely sent directly to your tax professional who will contact you to finalize your return.

How Do You Get Started?
Call your tax preparer for your user ID and password. Please keep in mind that if you used the notebook last year, you cannot use your old password. If you have any questions about submitting data online, your preparer will be happy to provide you with additional information.

By submitting your information through the Tax Notebook, we can have your return ready for your review when you come in.

Thank you for your time and we look forward to serving you through another great tax season.