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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.



Based on 2011 information


Based on 2011 Results


Beall Barclay is the recipient of the ASCPA 2012 Public Service for Firms Award


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


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


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


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2017 Tax Planning Guide