On Balance, We Offer You More
Additional Information
News and Tax Tips
Information Center
Financial Tools
International Capabilities
Newsletter
Contact us
Two locations to serve you better.
175 Capital Boulevard
Rocky Hill, CT 06067
Phone: 860-529-5600
Fax: 860-529-5605
Click here for directions

4130 Whitney Avenue
Hamden, CT 06518
Phone: 203-281-0540
Fax: 203-287-6788
Click here for directions

Toll Free
800-493-5605



MSI Global Alliance

Together We Are Stronger

Tax Notebook…Another Client-Friendly Service from SM&L.
Tax Notebook is a sophisticated software solution that greatly simplifies the process of collecting and providing us with your year-end tax return data.

Simply call the SM&L office manager at (860) 529-5600 or (800) 493-5605 to request your individual user name and password. You're assured of the ultimate in confidentiality.

With Tax Notebook software, you'll enjoy these added benefits:
  • Intuitive screens guide you through the interview process quickly and easily
  • The program covers all relevant tax matters by asking you specific questions, such as: "Did you own real estate?"
  • Bright checkmarks and pointers clearly indicate which sections are complete and which still need input, allowing you to easily monitor your progress.
  • Convenient and secure data transfer…you can print a report of your completed Tax Notebook and return your data to Simione Macca & Larrow by e-mail. Your information is then downloaded allowing our professionals to focus on analyzing your tax data.Click Here to enter the Tax Notebook Online Tax Organizer Site Tax Notebook - Online Tax Organizer

Tax Notebook is so thorough and user friendly, you'll wonder how you ever got along without it.

 

What to do next:

Contact Simione Macca & Larrow for your Tax Notebook user id and password.