Try Our New Tax Caddy
Considering exploring our new secure portal – Tax Caddy!
Tax Caddy allows you to upload AND download documents, and provides a built-in tax organizer eager to help you prepare for this year’s tax season.
You can also digitally link and retrieve your year tax documents from most of your financial institutions.
Tax Caddy makes data gathering EASY!
Let Vienna Vaca (desk2@wvcpas.com) or (424) 282-8389
know so she can get you started.
Once your account has been established, you will receive a – friendly – welcome email within 48 hours with instructions on how to access your new portal. You can then securely upload year-end documents, IRS forms
(or even pictures of your new grandchildren).
Try it!
If you already have a TaxCaddy with us and just need to login please visit: www.taxcaddy.com