Tax Caddy - Online Experience
TaxCaddy offers you a secure way to provide your tax information to our firm without visiting our office by allowing you to:
- Easily gather documents for the preparation of your tax return
- Once you have accepted our invitation to create your Tax Caddy account we will send you a custom documents request list (DRL) created using your prior year's tax return
- You will be able complete your tax questionnaire online and let us know of any changes from the prior year
- You will be able to provide the documents to us by uploading them from your PC or Mac, or automatically retrieving them from financial institutions and payroll service providers (W-2, 1099, and 1098). We prefer PDF copies of the documents as it allows us to process the information more efficiently and reduces the chance of an input error.
- Once the information has been uploaded and delivered to AW Smith LLC we will begin the process of preparing your tax return
In addition, Tax Caddy enables AW Smith LLC to complete the tax return preparation process without your visit to our office by allowing you to
- Review and e-sign documents
- Review your tax return
If you would like to set up a Tax Caddy account or have any questions about setting up your account please call 763-477-4949. If you would prefer to meet with Amber or Kristine in our office please call to schedule a meeting.
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