We are pleased to offer our clients the ability to submit your tax information online in a secure and convenient method. Your information from last year's tax return will be accessible instantly and securely from anywhere there is internet access.
Please note that you will not be able to access the Tax Notebook website unless you have already received your login information. To request your secure login information, please contact your BPM tax representative or send an email to firstname.lastname@example.org. Once you have received your login information, click on your appropriate Office Location link below to access your information.
Please contact your BPM representative or send an email to email@example.com if you have any additional questions.
PLEASE SUBMIT 2014 TAX INFORMATION BY MARCH 9, 2015.
Palo Alto Login
Santa Rosa Login
Walnut Creek Login
San Jose Login
For detailed instructions and helpful tips on how to utilize the Tax Notebook, click here.