A free service that we offer is TaxCaddy.com which is a website for you to safely upload your documents, message us, and download your tax documents throughout the year. Your email is needed to setup this up and you will receive an email to click on from TaxCaddy-this is an important step.
Each year there is a folder to upload your documents and past documents can be accessed. After you have reviewed your tax return, there’s a signature process for you to sign for your return-form 8879. An acceptance letter is posted after your tax return(s) have been accepted. Email us at carol@cwysockicpa.com to get your TaxCaddy account setup in January.