TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to us, communicate with us, answer your questionnaire electronically, and sign documents like the e-file authorization. We’re excited about this powerful, free solution and we think you will be, too.

You can use your phone, computer, tablets. Whatever makes it easiest for you!

TaxCaddy uses the following steps to streamline the tax return process and minimize stress:

1. Review and complete the tax organizer & questionnaire. The organizer provides you with your prior year information and helps your tax professional gather valuable information about you that may impact your tax return.
2. Provide electronic documents whenever possible. The electronic tax documents obtained directly from your banks and brokerages are high quality and easy to read, which minimizes errors. If you want, you can link your bank, brokerage, etc direct to TaxCaddy to pull the information without hunting. Or, upload documents using the photo feature on your phone.
3. Respond to communications from your tax professional as quickly as possible with direct text-style messaging. Often our questions just require a short answer to finalize the preparation of your tax return.
4. Review your prepared tax return as soon as it’s available so that any necessary corrections can be made well before the April 15 filing deadline. If no corrections are needed, sign the e-file authorization to complete the process.
5. Pay your taxes and estimates directly from TaxCaddy! Once you get your tax Vouchers with your return, just fill in the form and have TaxCaddy make the payment on your behalf.

Once you receive the invitation there are three easy steps to get started.  In the meantime, if you’d like to learn more about TaxCaddy visit https://taxcaddy.com/ (Note: Don’t use the “Sign Up Free” option on the TaxCaddy website. You’ll use a link we’ll include in our upcoming invitation.)