CLIENT ACCESS

Welcome to our online services! Please select from the menu below:

  • Client Portal Access
  • Tax Notebook
    If we prepared your tax return last year, please DO NOT create a TaxNotebook as a New Tax Client. Instead, just e-mail organizer@katzabosch.comto obtain your user ID and password. You will receive this information within 48 hours of receipt of your email request. Then you may log on to the TaxNotebook in order to complete it.When complete, if you want to print a copy of your TaxNotebook, you will need Adobe 6.0 installed on your computer. If you have any questions, please email the address above.
  • GoToAssist