Mowery & Schoenfeld is on a mission to make the tax season experience easier and more secure for our individual clients.
With TaxCaddy, you can electronically manage and upload your tax documents, communicate with your tax advisor, and sign the e-file authorization form — all from the convenience of your computer, smartphone, or tablet.
TaxCaddy allows us to meet your tax planning, preparation, and filing needs — without the risk of losing documents in the mail or needing to come into our offices to drop off your documents.
Through TaxCaddy, you can:
Get started: Reach out to Mowery & Schoenfeld Tax Administrator Stephanie Jackson at 847-281-3588 or sjackson@msllc.com to sign up today. Once you sign up, follow the simple steps below to start using TaxCaddy.
We will send you a TaxCaddy invitation via email. From the email, click “Get Started.”
Enter your mobile number to receive a 6-digit verification code or authenticate your accounting with the last four digits of your SSN, if applicable. Verify your account and accept the Terms of Use.
Click “Set up account password” in the upper right-hand corner of the Overview screen and follow the prompts to finish creating your account.
Grant access to your spouse, financial advisors, or other users as needed.
Upload important documents or download your tax returns and sign your e-file authorization forms via the SafeSend Returns integration, directly from your TaxCaddy account.