Introducing Tax Caddy

October 15th marked the official end of the 2017 tax filing season (for extended returns) and now we have turned our attention to 2018 tax returns. We recognize how painful the tax filing process can be and how much work you have to do to gather information for us to prepare your returns. This is why we are always looking for ways to make this process easier for you. 

For the upcoming tax season we have partnered with a new software program called Tax Caddy. This program will make gathering and sharing your tax documents with us easier than ever. It will replace our current portal software that you might have been using in the past to share documents with us and will offer many more features than simply a file sharing program.

Tax Caddy allows you to upload documents from your phone, tablet or computer, take pictures of documents and even set up a direct connection to your bank account to automatically pull your tax forms when they are available. You’ll also be able to fill out your tax organizer electronically in the software instead of the paper or static PDF document you’ve received in the past.

We are still working through the implementation of this new technology and all of our tax clients will be receiving more detailed guidance in the coming weeks. In the meantime, if you’d like to learn more you can check out the video on the Tax Caddy website, or read this brochure for more information.

-Chris Benson, CPA, PFS

The views expressed represent the opinions of L.K. Benson & Company and are subject to change. These views are not intended as a forecast, a guarantee of future results, investment recommendation, or an offer to buy or sell any securities. The information provided is of a general nature and should not be construed as investment advice or to provide any investment, tax, financial or legal advice or service to any person. Please see Additional Disclosures more information.