For those who have signed up for a TaxCaddy account, access your individual tax files, download tax returns and electronically sign e-file authorization forms all in one secure, easy dashboard. If you have trouble accessing your account, check out our resource center below or give your tax advisor a call today.
For all clients not signed up for a TaxCaddy account or SafeSend Returns, please continue to use our Client Portal to access your tax files and provide/upload your tax documents. Business and individual clients can also access historic tax documents through the Client Portal.
Easily access your profile which hosts your real-time investment portfolio information, quarterly results and historical data through your wealth management portal. All the information you need in one, easy dashboard.
If you need assistance with your account:
For questions regarding your account, please call 847-247-8959 or your reach out to your tax advisor or client relationship manager.
For questions regarding your wealth management account or additional wealth management or family office services, please reach out to Steve Gillhaus at 847-281-3606 or email@example.com
How do I setup a M&S TaxCaddy account?
TaxCaddy is an award-winning software tool that allows individuals to receive an electronic organizer, reducing time and paper. This tool will walk each individual through document needs and tax planning. All tax forms and files can be uploaded directly through your computer, tablet or phone. Completed tax files can then be reviewed and electronically signed all in one, secure place from the comfort of your home.
To sign up or learn more, please go to our M&S TaxCaddy Resource Page or reach out to Stephanie Jackson at 847-281-3588 or firstname.lastname@example.org
For questions regarding SafeSend Returns:
If you would like to know more about SafeSend Returns or need your personal link resent, please go to our SafeSend Returns Resource Page, or reach out to Stephanie Jackson at 847-281-3588 or email@example.com