Tax Season can be complicated.  Simplify the process!

Filing your income tax return can be a time-consuming hassle.  By using TaxCaddy and SafeSend Returns, this year you’ll save time and enjoy a more streamlined, paperless, automated experience.  Your tax professional’s work is complicated, but your part should not be.

Getting started is easy as 1, 2, 3… Start Now:

The TaxCaddy software solution makes it easier than ever to organize and submit your tax documents.  With TaxCaddy, you can:

  • gather your 1040 tax documents,
  • send them to us securely,
  • communicate with your ABBB tax advisor,
  • answer your information questionnaire,
  • and sign documents like your engagement letter.

With TaxCaddy, paper organizers will be a thing of the past, and you’ll make less trips to the office.  As always, we are still available to you in-person and virtually.  Feel free to call, email, or stop by to talk to your tax advisor whenever you have questions.

To take advantage of TaxCaddy, follow these three simple steps:

Step 1

Step 2

Step 3

In January, you’ll find important action items within your TaxCaddy account.  Make sure to:

 

Once you’ve completed the requested items and the questionnaire for this tax year, click Done Uploading. This will notify us to begin preparing your return.  We will not begin preparing your return until we have been notified that you are done uploading.

Together, we look forward to serving you as efficiently as possible.  Click here to view resources on how to make the most out of your TaxCaddy tool.

For questions and more information, please contact your tax advisor.

 

Check out these Additional TaxCaddy Resources

TaxCaddy FAQ

Image is not available

TaxCaddy Tips & Resources

Image is not available
previous arrowprevious arrow
previous arrowprevious arrow
next arrownext arrow
next arrownext arrow

 

Ready to Start using TaxCaddy?

Complete the following form to have us send you an email invite to join TaxCaddy.

Auditors | Accountants | Consultants | CPAs – Adams Brown is a Certified Public Accounting firm serving high net worth individuals and business across the central United States, including Kansas and Arkansas offices in Wichita, Kansas City, Great Bend, Colby, Hays, McPherson, and Jonesboro (AR). The firm provides a variety of tax, audit, consulting, and advisory services to guide businesses toward their goals.  Key industries served include agriculture, construction, government municipalities, professional services, and manufacturing.  To help businesses recover from the COVID-19 pandemic, we provide a variety of consulting services including outsourced accounting, cash flow planning, and comprehensive tax review.