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Beall Barclay and Company, PLC • Beall Barclay Wealth Management, LLC
Securities offered by 1st Global Capital Corp. Member FINRA & SIPC.
Investment Advisory services offered through 1st Global Advisors, Inc.
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Getting Started

The Tax Notebook is designed to minimize your time and effort in gathering your tax information by focusing only on the items that are relevant to your personal tax situation. The Tax Notebook contains section tabs on the right side that will appear based on your answers to questions in the Personal Information section and last year's information, if available. Within each section, applicable topic tabs will appear across the top.

So How Do I Access It?

If you have already received your User ID and Password from us ...




Click here to Log-in to your account


If you do not have a Tax Notebook account, or do not know your User ID or Password, please contact us.



Katherine J. LeJong named 2012 ASCPA Outstanding Emerging CPA


Based on 2011 information


Based on 2011 Results


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Beall Barclay is excited to bring you the fall edition of Nonprofit Insights, a newsletter geared toward nonprofit organizations.


Beall Barclay is excited to bring you the fall edition of Business Owner's Perspectives, a newsletter geared toward business owners.


Beall Barclay is excited to bring you Dimensions, a newsletter geared towards the construction industry.


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2016 Tax Planning Guide