Tax Notebook
Anderson ZurMuehlen clients may access and complete their Tax Notebook (tax organizer) online. Please contact your Anderson ZurMuehlen tax consultant to get your password and ID number. Once your password and ID number are established you may click the office button to the left that serves you and proceed according to instructions.
The Internet Tax Notebook is an easy way for you to complete your tax organizer. Prompts and insightful questions will guide you as you complete each page. You can complete your Tax Notebook all at once or over several visits. When you've completed your Tax Notebook you can print a copy for your records and send an electronic copy to your Anderson ZurMuehlen tax consultant. Anderson ZurMuehlen can then download your information right into our tax software.
Anderson ZurMuehlen is a participant in the IRS paperless filing initiative. Once your tax return is complete we can e-mail you a copy, have you sign the e-file authorization form, and fax it back to us. Once we have the authorization form we can electronically file the return for you. This can speed up refunds and ensure accuracy of data transmitted to the IRS. We will send you a paper copy of your return with our signature affixed.
NOTE: [Browsers supported by Tax Notebook are: Internet Explorer 4.0 (Service Pack 2) or higher; Netscape v. 4.73 or higher (Netscape version 6.0 is not supported); Macintosh is NOT supported.
Necessary Browser settings: Cookies must be allowed and JavaScript must be enabled.
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