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Online Tax Organizer
If you are a client and you sent back your postcard indicating you would like
to utilize 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 and if you agree with them, proceed to the online tax organizer. You may also be interested in reading our privacy
policy. Lastly, there is a checklist
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 logout
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,
ext. 429.
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