Willis Osmond & Beilstein LLP

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Thank you for visiting our website. We hope you find it to be a valuable resource for information. The File Share link below allows you to send and receive files to and from us via a secure website. Our Newsletter page offers information on relevant tax issues that pertain to our clients. The Financial Tools page offers dozens of calculators that are helpful for financial decision making.

We are excited to offer an alternative to the way you have always sent us your tax information. Please check out the Tax Notebook link below. The Tax Notebook will make doing your taxes easier by providing a secure and convenient way to submit your tax information. In past years, you provided us your tax information using the traditional paper organizer. But with the Tax Notebook, youll enjoy a secure, online tax interview that allows you to submit your tax data using any PC with an internet connection! The way it works is simple:

Click on the Tax Notebook link below. If you are a current Willis, Osmond & Beilstein, LLP client, please contact us and we can upload your prior year information into your Notebook.
Complete a streamlined tax interview that is much more intuitive than the traditional paper organizer. Based on your answers to a few basic questions, the notebook will customize your interview and eliminate questions that do not apply.
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. Its that easy!