For clients 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 call your tax advisor today.
Client Login
For clients not signed up for a TaxCaddy account or SafeSend Returns, please continue to use ShareFile to access your files and provide/upload your documents.
ShareFile is a place to “share files” with your M&S advisor, but is not intended as a place for you to store information.
Easily access your profile, which hosts your real-time investment portfolio information, quarterly results, and historical data through our wealth management portal. All the information you need in one, easy dashboard.
For Help 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 or family office services, reach out to M&S Wealth Management at msllcwealth.com.
More new client resources: Business tax client onboarding | Private client onboarding
For Help With TaxCaddy
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 easily uploaded directly through your computer, tablet, or phone. Then you can review completed tax files and electronically sign them — all in one secure place.
To sign up or learn more, visit our TaxCaddy Resource Page or reach out to Tax Administrator Stephanie Jackson at 847-281-3588 or sjackson@msllc.com.
For Help With SafeSend Returns
To learn more about SafeSend Returns or have your personal link resent, visit our SafeSend Returns Resource Page, or reach out to Tax Administrator Stephanie Jackson at 847-281-3588 or sjackson@msllc.com.