TaxCaddy

TaxCaddy is an online information gathering and organizing tool that we have been using for a few years.  We love it and we think you will too.

TaxCaddy is about more than just delivering your information to us. Yes, it will allow you to submit your tax documents. It will also allow you to provide electronic signatures, receive and store your tax returns, communicate with our staff, and even make tax payments through a secure online platform. In addition, you will also have the option to skip the paper organizer and answer a short questionnaire within TaxCaddy. TaxCaddy is available on any device: PC, Mac, tablet, and the TaxCaddy app for iPad, iPhone, and Android. If you choose not to use TaxCaddy, you will always be able to submit your information by mail, email, or upload.

Here’s what you can expect:

• TaxCaddy is provided at no cost to you.

• Your TaxCaddy account will reflect your tax return progress. You will be able to see your open items list instantly and let us know with a click when you’re done uploading.

• You will be able  to direct message your tax professional through the TaxCaddy app.

• You can submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.  Please let us know if any upload requires our immediate attention.

• 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 as soon as they are initially available or when they are updated.

• Technical support and troubleshooting are available by email and chat in the TaxCaddy Help Center.

TaxCaddy invitations are generally sent at the end of January for the prior calendar year returns.  If you’re joining us later in the year or you need a fresh link, please fill out this short form using the ‘Request TaxCaddy invitation’ button below and we’ll have TaxCaddy send you an email invitation with your personalized link to sign up and get started. It will be sent by NoReply@taxcaddy.com with the subject line “LSL invited you to create a TaxCaddy account.” The email will contain instructions with three easy steps to get started. (Note:  Please wait for your personalized link.  It should arrive in one or two business days.  Please do NOT use the “Sign Up Free” option on the TaxCaddy website. )

We’re convinced that TaxCaddy will reduce the effort that you have to put into your taxes. And in this unusual time, we think it will be especially valuable. We’re excited to offer you this powerful new tool and look forward to continuing to work with you. Please don’t hesitate to reach out to us if you have questions.