Tax Notebook

Smoak, Davis & Nixon LLP is proud to introduce Tax Notebook, our online tax organizer that allows our clients to conveniently submit tax data to us electronically.  Residing on our secure servers, this powerful tool delivers expanded levels of convenience and technology that allow you to better interact with us. With Tax Notebook, you no longer deal with preparation and mailing costs associated with paper tax organizers, and instead enjoy a secure transfer of data via the Internet.

Tax Notebook allows you to enjoy a new, innovative approach regarding how you provide your tax data, all through the convenience of remitting information electronically. You will be guided through a streamlined tax interview process that is more intuitive and less time consuming than completing the traditional paper organizer, and will appreciate the following benefits:
               
1) Offers the convenience of a secure, browser-based tax interview, allowing you to utilize your computer to save time and effort.

2) Provides an organized interview format that ensures important information is not overlooked.

3) Ensures you only answer relevant sections of Tax Notebook based on your answers to pertinent questions such as…"Did you own real estate?"

4) Provides intuitive screens that guide you through the interview process quickly and easily.

5) Allows you to clearly track which sections are complete and which still need input, so you can easily monitor your progress.

6) Allows you to print a report of your information for your own records.

Should you choose to complete your organizer online this year, please call our office or contact cstephens@sdnllp.com and let us know so that we can provide you with additional information.