About M&S TaxCaddy

Mowery & Schoenfeld is on a mission to make the tax season experience easier and more secure for our individual clients.

Weʼre making taxes even easier! With M&S TaxCaddy you can electronically receive your tax organizer, 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.

Convenience and security are our top priority. Reach out to 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 M&S TaxCaddy.

To use M&S TaxCaddy:

Mowery & Schoenfeld will send you a TaxCaddy invitation via email. From the email, click the Sign Up Free button.

Create your password, setup three security questions and follow the remaining steps to complete your TaxCaddy account.

Log in to your TaxCaddy account and accept Mowery & Schoenfeldʼs request to connect. This allows us to exchange messages and requests, and access your uploaded documents.

Grant access to your spouse, financial advisors or other users. Link your banks and brokerage accounts to TaxCaddy to automatically retrieve your documents. Install the TaxCaddy app to submit photographs of paper documents as you receive them.

Download your tax returns and sign your e-file authorization forms via the SafeSend Returns integration, directly from your TaxCaddy account.

 

Setting up your TaxCaddy Account

 

Using your TaxCaddy Account

For questions regarding SafeSend Returns:

If you would like to know more about SafeSend Returns, please check out our SafeSend Returns Resource Page.  For additional questions or to get your personal link resent, reach out to Stephanie Jackson at 847-281-3588 or sjackson@msllc.com