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