Tax Notebook

Do you need to send us your Tax data? Why not do it through the easiest way possible! Smith Mandel & Associates is proud to offer you The Online Tax Notebook.This is a stress free way for you to send us your tax information and supporting documents, with just a click of the mouse!

Here is How you do it:

Step 1:If you do not have login credentials yet, email Monica Munoz at Monica@SMACPA.com

She can set you up with your unique login ID and password for Tax Notebook.

Step 2: Click the Icon below to Visit Tax Notebook and login with your credentials.

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Step 3: Fill out the Electronic Organizer and simply press submit

Your Supporting Documents may be sent by: 

-Email in PDF Format

-Fax to 818-556-4009

-US Mail

-Visiting our FTP Site by clicking on the Icon below

(login credentials for the FTP Site can be obtained by emailing Monica Munoz at Monica@SMACPA.com)Send Us Your Files If you would like more information on the Online Tax Notebook or have any questions, please feel free to contact us.