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Tax Notebook

Your accountant probably sends you a Tax Organizer packet at the end of the year, so you can compile the year’s tax related information by hand. Wouldn’t you rather enter all that data online, and have it automatically download to your accountant, saving you time and money?

Tax Notebook is a streamlined, digital tool that we make available to our clients. You can easily complete the tax organizer process through the convenience of a web browser.

To sign up for the Tax Notebook and receive login and password, please call (970) 223-8825.

Already have a login and password? Click here to continue to the Tax Notebook Login page. Follow the onscreen instructions.