Jones & Company, Ltd. provides annual tax organizers for our clients. We also have an online Tax Notebook option which clients can organize their tax information on the internet. This service is a secure, easy-to-use, browser-based program which can be accessed from most computers with internet access. The Tax Notebook uses a series of interview questions that ensures important information is not overlooked in the accumulation process. Tax Notebook is customized to your tax situation, and if you used Jones & Company, Ltd. to prepare your return last year, that information will be included in your current Tax Notebook. You can easily monitor your progress; work at your own pace; leave and return to the interview at any time; and you can also print a report of your tax information for your own records.

Click here for the Flash tutorial page that will show you how this works.

If you are a Jones & Company, Ltd. Client and would like to use the online Tax Notebook this year, please contact us to request a personal ID and Password. Or, if you already have your ID and Password for this year, please click here to login.