Organizers/Tools

2009 Tax Year - Individual Engagement Letter

2009 Tax Year - Business Engagement Letter

Tax Notebook Toolkit

Welcome to Tax Notebook Toolkit, the powerful web based tool that handles all Tax Notebook™ administrative tasks. customizing, creating and tracking your Tax Notebooks. The Toolkit is also used to upload your client Pro Forma servers and download completed Tax Notebook data back to your local office.
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Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen.* You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.
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