The tax notebook is designed to minimize your time and effort in gathering your tax information by focusing on the items that are relevant to your personal tax situation. The site is secure and any information transmitted is confidential. The tax notebook offers the following helpful tools:

• Offers the convenience of a secure, browser-based tax interview, allowing you to utilize your home computer to save time and effort
  
• Provides an organized interview format that ensures important information is not overlooked.
  
• Ensures that you only answer relevant sections of Tax Notebook based on your answer to pertinent questions such as... "Did you own real estate?"
  
• Provides intuitive screens that guide you through the interview process quickly and easily.
  
• Allows you to clearly track which sections are complete and which still need input, so you can easily monitor your progress.
  
• Allows you to print a report of your information for your own records.

Once you have completed the tax notebook, it will be electronically transmitted to our tax department to begin the preparation of your tax returns. You will need to forward to our office all supporting documents (W-2's, 1099's, 1098's, etc.) for our review.

If you are interested in utilizing the tax notebook and have not already been provided with your confidential access information, contact Angela Odutoye at aodutoye@dyercpa.com

Click here to Access the Tax Notebook