Online Tax Organizer

If you are a client utilizing this service, you will not receive any of the following information in the mail. Please take a minute to look over the Terms of the Engagement (PDF) and if you agree with them, please proceed to the TaxNotebook Login page.

Please be sure to print, sign and return the Terms of the Engagement PDF via standard mail to:

You may also be interested in reading our Privacy Policy. Lastly, there is a Document Check List that you will need when sending your financial information to your Alpern Rosenthal representative.

NOTE: If you have a pop-up blocker installed, or if you have not deleted cookies and Internet files recently, you may encounter very slow response from the organizer. It may freeze altogether or take you to a log-out screen. The remedy is to turn off the pop-up blocker and to delete cookies and Internet files. To do the latter, simply use “Tools/Internet Options/General” on your browser toolbar.

If you have any questions about the online tax organizer, please contact Susan Noel-Bundy at 412.281.7692, x429.