Our TaxNotebook program we have used in the past is no longer available. We do have a new online Organizer, which is in the form of our longstanding paper Organizer you may have used over the years. You can now fill out your organizer online, attach scanned documents, and answer questions just like the paper version. If you would like to try it, you can contact Peggy Butler at email@example.com for a user name and password. When we send out our paper organizers via email, we will be providing your specific user name and password if you would like to use it. It is called My1040DATA.
For new clients, you can contact Donna at firstname.lastname@example.org to receive a user name and password.