Polk & Associates TaxCaddy Software Update
Polk and Associates, PLC is excited to announce the utilization of TaxCaddy software to assist in the preparation of your individual tax return. If you have been utilizing our ShareFile software, expect a TaxCaddy invitation in the coming days.
TaxCaddy simplifies tax time by allowing you to:
- Easily gather documents year-round by
- Uploading them from your PC or Mac
- Automatically retrieving them from financial institutions and payroll service providers (W-2, 1099, and 1098)
- Taking a photo of tax documents with your mobile phone
- Deliver all documents to Polk and Associates, PLC electronically
- Review and e-sign documents
- Review your tax return
TaxCaddy enables you to do all this from your PC/Mac or mobile phone.
Below is what the invitation will appear like in your email inbox.
If you have any questions, please feel free to contact one of our offices.
Large enough to serve a diverse clientele, yet small enough to maintain a hands-on approach, we are committed to maintaining the highest accounting and ethical standards with continuous education, extensive research resources, and excellent quality control.
Polk and Associates is a member of the Michigan Association of Certified Public Accountants, and the American Institute of Certified Public Accountants. The firm participates in the AICPA Peer Review Program, and has always received the highest level of award for its audit practice and quality control.
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