We’re teaming up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax documents and sharing them with your trusted advisor.
Your TaxCaddy account benefits include:
- Uploading electronic documents
- Taking secured photos of paper documents using the photo-scan feature
- Retrieving 1099s, 1098s and W-2s automatically
- Receiving and signing tax returns electronically
The best part? Your TaxCaddy account is free and yours to keep forever.
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