Introducing: TaxCaddy - Simplify Your Tax Time!

For years, you’ve trusted Faulk & Winkler to provide tax and accounting services with our expert guidance. This year in place of the traditional process, we will provide a software solution that simplifies tax time and reduces your tax season stress - TaxCaddy. TaxCaddy makes it easier than ever to gather your 1040 tax documents and deliver them to us, communicate with us, and answer your questionnaire electronically. We’re excited about this powerful solution, and we think you will be too. In utilizing this technology, it will allow for a more efficient tax process across the board. 

Here’s what you can expect (starting for 2022 tax season):

  • Electronic delivery and signature of the 2022 tax return engagement letter (This must be received before we can begin work on your return)

  • Completion of interactive tax questionnaires online

  • Easily gather documents and electronically deliver year-round by:

    o   Taking pictures with the TaxCaddy mobile app

    o  Uploading files

    o   Manually entering information

    o   Automatically retrieving files by authorizing TaxCaddy to retrieve documents from your financial institutions which will give us access to them immediately. 

  • Your TaxCaddy account will reflect your tax return progress with us. You will only need to provide the documents and tax information that are pending.

  • You will have access to direct contact with your tax professional through TaxCaddy’s messaging features.

In late January you'll receive an email inviting you to create your TaxCaddy account. The email will contain instructions with three easy steps to get started. If you'd like to learn more while you wait for your invitation email, see our overview attachment. Learn more here, TaxCaddy, and you can also visit the TaxCaddy website at https://taxcaddy.com. (Note: Do not use the “Sign Up Free” option on the TaxCaddy website. You’ll use a personalized link in our upcoming invitation.)

Lainey Eddlemon