You need specialized tax and accounting expertise to help grow your business. Look to our team of accountants and CPAs for simple solutions to complex challenges.
Your TaxCaddy account will reflect your tax return progress with us. You will only need to provide the documents and tax information for tax returns that are pending. You will have access to direct contact with your tax professional through TaxCaddy’s messaging features. You can submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information. For greater convenience, you will also have the option of authorizing TaxCaddy to retrieve documents automatically from your financial institutions which will give us access to them immediately. Technical support and troubleshooting are available by email and chat in the TaxCaddy Help Center. TaxCaddy is provided at no additional cost to you.
1. Reach out to us at firstname.lastname@example.org for an invitation. Then, check your inbox for an email from TaxCaddy. From the email, click the Sign Up Free button. Create a password, select your three security questions and follow the steps to create your TaxCaddy account.
2. Log in to your TaxCaddy account and accept your tax professional’s connection request. Accepting the connection request allows your tax professional to send you messages and requests, see your tax documents, send you letters and upload your tax return for your review.
3. Your spouse or a financial advisor can be added as an additional user and granted access to your TaxCaddy account at any time. Link to your banks and brokerages and let TaxCaddy automatically retrieve your tax documents. Install the TaxCaddy app for iPhone or Android to take photographs of paper documents as you receive them.
Thank you for trusting HHM to provide tax and accounting services and expert guidance. We provide a software solution that simplifies tax time, reduces your tax season stress, and helps keep you safe during the challenging times related to COVID-19.
Let TaxCaddy simplify providing your tax information to HHM. Complete your tax organizer online. Snap and upload photos of your tax documents. Chat with your CPA. All from the comfort of your home or office.
TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to us, communicate with us, answer your tax organizer questionnaire electronically, and sign documents such as the e-file authorization. We're excited about this powerful solution and we think you will be too.
Please reach out to us at email@example.com to sign up.
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