Our wide range of financial services reflects the broad and
varied expertise of the more than 400 HBK financial professionals
working together on your behalf.
Tax Notebook is an example of our commitment to providing the best technology for means of interaction between you and us. As an online tax organizer, HBK's Tax Notebook allows you to submit tax return data in a convenient manner. It is also extremely safe since it resides on our secure servers which are only accessible with a user ID and password to protect your confidentiality. Once enrolled, you will be guided through a streamlined tax interview process that is more intuitive and less time consuming than completing traditional paper organizers.
If you are interested in knowing more about Tax Notebook, please speak with your HBK contact, call (330)758-8613, or click the link below to contact our company specialist.