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  Copyright© 2008 Colin M. Cody, CPA and TraderStatus.com, LLC, All Rights Reserved.
 
For your personal 2007 form 1040 (user ID's will only be issued through April 1, 2008)

The Tax Notebook is much more than just a web-based Tax Organizer - it helps ensure that you never overlook important tax data and it is easy to complete.  After you link to the Tax Notebook designed exclusively for you, answer all the questions and fill-out relevant sections of the Tax Notebook online.  When your Tax Notebook is complete, you can print a copy or save it as a PDF file for your own records.  You then submit your tax data to us with just a click of a button over the internet, or optionally you can mail a copy to us.  Your information is secure and is not seen by anyone outside my office.

Optional - A more simple generic Client Tax Organizer fill in the PDF file.  When done, do a FILE  SAVE and then email the saved PDF file to us.


NOTE:
  • Businesses - Only input your personal tax form 1040 data.  Do not input any information regarding separate entities, such as your partnership, or corporation.
     

  • Stocks - Do not enter more than 10 sales of securities.  More than that need to be handled separately (please contact us to discuss).
     

  • Depreciation - Do not enter in excess of 5 depreciable assets.  More than that needs to be handled separately.
     

  • Vehicles and Real Estate - Please submit invoices and "HUD" closing statements for acquisitions after 2006.
     

  • Engagement Letter - Please read and sign engagement letter before starting!.
     

  • contact us if you have any questions


Returning clients, First click here to contact us to upload your personal Tax Notebook so that you can have access it over our secure data servers.


Returning clients, once you have your user ID and your password, please click here to access your personal 2007 Tax Notebook.


 

Tax Notebook



New Tax Clients,
If you are a new or prospective client, we suggest that you
contact us first to discuss your situation and submit a retainer fee before you begin.


New clients,
If you are a new or prospective client, and we have not assigned you a user ID and password, you may wish to click here  to start your own Tax Notebook on our secure data servers. (See the New Client log-in and make up your own user ID and password).
 


 

 

 

   

 


 

 

 


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Last updated: June 11, 2008
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2008 Colin M. Cody, CPA and TraderStatus.com, LLC, All Rights Reserved