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Setup Instructions

With the advent of technology, and more specifically, TaxCaddy, you’ll enjoy a secure, online tax interview that allows you to submit your tax data using any PC with an internet connection!

The process is simple:

  • Access TaxCaddy directly from our website with a unique Logon ID and Password that we provide.
  • Complete a streamlined tax interview that is much more intuitive than the traditional paper organizer.
  • Submit your information with the click of a mouse!
  • You can also print a copy of your tax data for your records.

TaxCaddy ensures that important information is not overlooked, and that you know exactly what information you need to submit to us. It’s that easy!

How to Obtain a TaxCaddy Login

If you don’t currently have a TaxCaddy login and want to get started this year, please contact us so we can provide you with a unique user ID and password.

If you Already Have a TaxCaddy Login

Click the “TaxCaddy Login” button at the top of this page to securely login to your online organizer.