Here are the answers to
some of the most Frequently Asked Questions our firm
Q. I don't want to prepare
my organizer online. Is there an
Simply call the office at 210-698-0706 or send an e-mail to
email@example.com and I will provide you with the client code
and password. You may then go to Tax Notebook and print out
your notebook, fill it in by hand, and mail it to
Q. Isn't there a danger of
putting my information on the internet?
A. Your Tax
Notebook information is transmitted directly to secure servers
maintained by Commerce Clearing House, one of the most
respected providers of tax preparation software to
professionals in the industry. The latest encryption techniques
are employed at all times. You may rest assured that your
information will remain private. As long as you guard your
password, it is virtually impossible for anyone else to gain
access to your information.
Q. What if I don't know
how to handle an area that requires an entry in Tax
A. You can
attach a note to any field. If you have questions about a
number, please just jot a quick note. All of these will be
reviewed as I prepare your return. Of course, you may call me
if you are stumped.
Q. You gave me my client
access code and password, but I've lost them. Do I have to
start all over?
A. No. Just
call the office and I will be able to provide this information
Q. Why should I use Tax
Notebook and what if I don't want to finish it after I
A. Your Tax
Notebook contains information carried from prior returns which
I have prepared for you. Once you have completed your part, I
will take over the process of preparing your return for you,
reviewing all of your entries in and applying my own knowledge
and experience to your particular situation. Once you start the
process, I think you'll enjoy it. If not, you can always
complete it manually and submit as you have in the
Q. I started to do my
taxes with an online preparation program and now I'm stuck.
Will you help?
me at the office. I will be glad to discuss taking over the
preparation of your return.