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Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Tax Notebook

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Preparing and submitting tax data has never been easier.

Tax Notebook is a secure, confidential, and convenient way to review your tax information from prior years, enter this year’s information, and send it to us electronically. If you have already received your user ID and password, click on the appropriate office location below and get started. Contact your tax advisor for more information.

Arizona Phoenix
Tucson  
Colorado Denver
Florida Ft. Myers 
Lakeland 
Naples 
Orlando 
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Tampa 
Winter Haven
Idaho Boise
Illinois Belleville 
Champaign 
Danville 
Dixon 
Glen Carbon 
Oak Brook 
Peoria 
Princeton 
Rockford 
Sterling
Indiana Evansville 
Indianapolis 
Schererville
Iowa Cedar Rapids 
Des Moines
Maryland Baltimore (Timonium)
Calverton (Washington, DC)
Massachusetts Boston 
New Bedford
 
Martha’s Vineyard (Vineyard Haven)
Minnesota Albert Lea 
Alexandria 
Austin 
Brainerd (Baxter)
Buffalo 
Mankato 
Medina 
Minneapolis 
New Ulm 
Owatonna 
Pequot Lakes 
St. Cloud (Waite Park)
Waseca
Missouri St. Joseph 
St. Louis
New Mexico Albuquerque
North Carolina Charlotte
Ohio Toledo
Pennsylvania Philadelphia (Plymouth Meeting)
Texas Dallas
Virginia Arlington (Washington, DC)
Washington Grand Coulee 
Grandview 
Moses Lake 
Omak 
Othello 
Quincy 
Seattle (Bellevue)
Spokane 
Tri-Cities (Kennewick)
Walla Walla 
Wenatchee 
Yakima
Wisconsin Eau Claire (Altoona)
Hudson 
Madison (Middleton)
Marshfield 
Milwaukee 
Oshkosh 
Racine 
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Sheboygan 
Sparta 
Stevens Point 
Tomah