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
Share your email address with us
Log into your TaxCaddy account
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:
A source of up-to-date information to help you manage your TaxCaddy account with confidence.
We're here to lessen the burden at tax time. Browse our list of best practices for using TaxCaddy.
Visit TaxCaddy's Help Center for access to a broad range of resources and tutorials.