Tax Document Gathering Made Easy!

 For years, you’ve trusted us to provide tax and accounting services and expert guidance. This year we are adding TaxCaddy, a software solution that simplifies tax time and reduces your tax season stress. This modern approach will  make it easier than ever to gather your 1040 tax documents and deliver them to us, communicate with us, and answer your questionnaire electronically. We’re excited about this powerful, free solution and we think you will be, too.  

 Our clients who meet specific qualifications will automatically receive an  invitation from TaxCaddy. If you want to ensure that you will receive an invitation, please sign up using the button below.  

An invitation will be sent within 3 to 5 business days.