TaxCaddy Resource Center

Simplify Your Tax Filing Process

We've teamed up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax documents and sharing them with your tax advisor.

Your TaxCaddy account benefits include:

  • Uploading electronic documents

  • Taking secured photos of paper documents using the photo-scan feature

  • Retrieving W-2s, 1099s & 1098s automatically

 

Getting Started With TaxCaddy

01

Share your email address with us

02

Log into your TaxCaddy account

03

Start using TaxCaddy & download the mobile app.

Share your email address with us so we can send you an invite to TaxCaddy. Click here to submit your request.

Once we receive your request, we'll send you an email invitation to join TaxCaddy. The email may take a couple days and will come from NoReply@taxcaddy.com. Click the "Sign Up Free" button provided in the email to create your Tax Caddy account.

Log into your TaxCaddy account and accept Fleming Advisors connection request.

Accepting the connection request grants us permission to retrieve the tax documents you upload. 

Start using TaxCaddy and download the mobile app.

Upload any tax documents you receive during the year.

In mid to late January, you'll find important action items uploaded to your account:

Once you've completed the above and finished uploading documents, click Done Uploading. This will notify us to begin preparing your tax return.

Of course, you can always contact us with questions at any time.

TaxCaddy Resources

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A source of up-to-date information to help you manage your TaxCaddy account with confidence.

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We're here to lessen the burden at tax time. Browse our list of best practices for using TaxCaddy.

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How Can We Help You?

Or give us a call: (855) 877-9807

Visit TaxCaddy's Help Center for access to a broad range of resources and tutorials.

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