SIMPLIFYING TAX SEASON WITH TAXCADDY

Tax season can be complicated, but Brinker Simpson is committed to making the experience more straightforward for our individual clients. We are continuing to use TaxCaddy to collect your tax information! With TaxCaddy, you can electronically receive your tax organizer, manage and securely upload your tax documents, and communicate with your tax advisor, all from the convenience of your computer, smartphone, or tablet. If you plan on sending personal tax information electronically, please do so through TaxCaddy.

Convenience and security are our top priorities. TaxCaddy enables efficient communication, effortless uploading, and quick review of documents, all within a secure environment. This revolutionary approach not only eases the process of gathering tax data but also allows our professionals to dedicate more time to developing strategic tax planning for you.

We received positive feedback from those who utilized the platform last tax season, and we strongly encourage you to take advantage of its convenient features this year. With the introduction of TaxCaddy, the days of paper organizers are over, significantly reducing your need to visit our office. Nevertheless, our team remains readily accessible for in-person and virtual consultations. Whether you have questions or need guidance, don't hesitate to call, email, or drop by to speak with your tax advisor.

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