Client Tax Notebook

When H2R CPA first started in business, over 60 years ago, our clients brought us all of their tax information the only way they could – on paper.

But with the advent of technology, and more specifically, Tax Notebook, you’ll enjoy a secure, online tax interview that allows you to submit your tax data using any PC with an internet connection!

The process is simple:

  • Access Tax Notebook directly from our website with a unique Logon ID and Password that we provide.
  • Complete a streamlined tax interview that is much more intuitive than the traditional paper organizer.
  • Submit your information with the click of a mouse!
  • You can also print a copy of your tax data for your records.

Tax Notebook ensures that important information is not overlooked, and that you know exactly what information you need to submit to us. It’s that easy!

How to Obtain a Tax Notebook Login

If you don’t currently have a Tax Notebook login and want to get started this year, please call or email team@h2rcpa.com at our office so we can provide you with a unique user ID and password.

If you Already Have a Tax Notebook Login

Click the "Tax Notebook Login" button below to securely login to your online organizer.