Clients' Tax Notebook

Dedicated to our clients, this section streamlines your communication with us, and allows you to run your business more efficiently.

Complete your tax organizer on-line.

Follow these simple steps:

  1. Please contact Zachary Underhill to obtain your username and password.

    Phone: (330) 533-9777

  2. Once you have received your username and password, go to the online tax organizer. At that time, a new window will open and you will see the login screen for the online tax organizer. Enter your username and password and begin entering your information.