Paperless Organizers for 2024 Taxes

As part of our ongoing efforts to be more environmentally friendly and efficient, we will not be automatically mailing out paper organizers for the 2023 tax season. Instead, we will be using TaxCaddy's electronic and simplified client organizer.

TaxCaddy is a secure and user-friendly online platform that allows you to easily organize and share your tax documents with us. With TaxCaddy, you can:

• Upload and store your tax documents electronically

• Access your tax documents from anywhere, at any time

• Share your tax documents securely with your tax preparer

You will be receiving an email invite to TaxCaddy in early January. Once you have created your TaxCaddy account, you will be able to upload your tax documents and start organizing them for the 2024 tax season.

If you would prefer to still receive the paper organizer, please call our office at 719-219-1040 and we will get an organizer mailed out to you.

Thank you for your understanding and cooperation. We believe that this change will benefit both our clients and the environment.

Copyright 2024