Dethloff has teamed up with TaxCaddy to provide you with a next generation secure, electronic method to easily gather tax documents and share them with us. You can use your computer, smartphone, tablet, or any other modern mobile device with the same ease using the TaxCaddy mobilea application. With TaxCaddy, paper organizers will be a thing of the past and you'll make fewer trips to the office. We are still available to you in person and/or virtually, but this will add a new way to communicate. Feel free to call, email, or schedule a time to stop by and speak with us whenerver you have questions.
Some of the benefits to using TaxCaddy -
Uploading electronic docuemnts
Taking secure photos of paper documents using the photo-can feature
Retrieving 1099s, 1098s, and W-2s automatically from online portals
Organizing and maintaining a list of what documents are needed
Getting started with TaxCaddy -
1. Call, email, or stop by and ask us to send you an invitation to set-up your TaxCaddy account. The emails will come from NoReply@taxcaddy.com instead of our email, so be sure to keep an eye out for it.
2. Log into your tax caddy account and accept our connection request.
3. Start using TaxCaddy and downloand the mobile app to use the software on any mobile device.
Links to Helpful Resources -