Tax Time Simplified

For years, you’ve trusted us to provide tax and accounting services and expert guidance. This year we also want to provide a software solution that simplifies tax time and reduces your tax season stress. The solution is called TaxCaddy. TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to us, communicate with us, answer your questionnaire electronically, and sign documents like the e-file authorization. We’re excited about this powerful, free solution and we think you will be, too.

Here’s what you can expect

• TaxCaddy is provided at no cost to you.

• Your TaxCaddy account will reflect your tax return progress with us. You will only need to provide the documents and tax information 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. (See instructions on Smart Links.)

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

Soon you'll receive an email inviting you to create your TaxCaddy account. The email will contain instructions with three easy steps to get started. If you'd like to learn more while you wait for your invitation email, see our overview attachment. You can also visit the TaxCaddy website at https://taxcaddy.com. (Note: Do not use the “Sign Up Free” option on the TaxCaddy website. You’ll use a personalized link in our upcoming invitation.) 

So be on the lookout for the TaxCaddy invitation email. In the meantime, please don’t hesitate to reach out to us if you have questions.

Regards,

REACOS Tax & Accounting, Inc.