Is Compiling Your 2018 1040 Documents Painful? Sign up for 税Caddy with Schneider Downs to Reduce Your 税 Compliance Burden

税收简化已经到来! Schneider Downs is proud to introduce 税Caddy, for our individual 税 clients. 税Caddy is a safe and secure software solution that will reduce the amount of time you spend collecting your annual 税 data. 税Caddy leverages the capabilities of today's technology to make it easier for you to send us the materials needed to complete your annual Form 1040.

是否使用个人电脑, Mac, 平板电脑, 或者手机, 税Caddy has the capability to retrieve your Forms 1099, 表格1098和w -2直接从付款人, 银行和你的雇主, and send them electronically to your Schneider Downs 税 engagement team. Documents that you choose not to link can be scanned or photographed and uploaded to 税Caddy when they arrive in the mail using the 税Caddy mobile application. 不再用纸、邮票或信封!

In addition to easily capturing and securely storing 税 documents, your 税Caddy account maintains a complete inventory of your 税 data, including a record of all the information that has been reported on your past returns.

Simplifying the 税 data gathering process is an innovation that provides convenience for our clients, while allowing our professionals to focus on 税 planning strategies. Schneider Downs is extremely excited about teaming up with 税Caddy to utilize this powerful and innovative solution that we feel will provide our clients with a more seamless and less stressful 税 compliance experience in 2019 and beyond.

To learn more, please contact your Schneider Downs advisor.

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The Schneider Downs 我们对 blog exists to create a dialogue on issues that are important to organizations and individuals. While we enjoy sharing our ideas and insights, we’re especially interested in what you may have to say. If you have a question or a comment about this article – or any article from the 我们对 blog – we hope you’ll share it with us. After all, a dialogue is an exchange of ideas, and we’d like to hear from you. 电邮至 (电子邮件保护).

Material discussed is meant for informational purposes only, 而且这不能被理解为投资, 税, 或法律建议. Please note that individual situations can vary. 因此, this information should be relied upon when coordinated with individual professional advice.

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