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Tax Notebook
Sheehan & Company invites you to try our easy-to-use Tax Notebook. The Tax Notebook is an electronic data gathering device that allows you to quickly and easily organize your financial information and transmit it to our office electronically. Once you have completed the Tax Notebook you will simply need to click the "send to firm" button and we will automatically receive all of your information. You can then follow-up by sending your source documents in the US mail, or if you would prefer to scan them, you can e-mail them in a pdf file.
Existing clients: Please request a customized Tax Notebook. We will generate the notebook for you, and then email you with your user name and password and instructions to access the notebook.
New clients: Click here to access our tax notebook. This link will bring you to a new webpage to access the tax notebook. On the right-hand side of the page, you will need to follow the instructions for a New Tax Client.
Tax Organizer
If you would prefer to print out our paper tax organizer you may do so by following the links below:
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