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

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.


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 Us Your Files If you would like more information on the Online Tax Notebook or have any questions, please feel free to contact us.