Tax filing can be complicated...but it doesn't have to be

Simplify your tax filing process with TaxCaddy

We teamed up with TaxCaddy to provide you with a secure, electronic solution for easily gathering tax documents and sharing them with your CPA. With TaxCaddy, you’ll be able to save time and enjoy a streamlined, paperless and automated experience all from the comfort of your home.



Starting your TaxCaddy account is just the beginning of an efficient tax filing process. Here’s what you can expect:
  • TaxCaddy is provided at no cost to you.
  • Access to direct contact with your tax professional through messaging features.
  • Submit documents by taking pictures with the TaxCaddy mobile app, uploading files, or manually entering information.
  • Automatically retrieve documents from your financial institutions and payroll service providers.
  • Complete questionnaires.
  • TaxCaddy is available on any device; PC, Mac, tablet, and the TaxCaddy app for iPad, iPhone and Android.
TaxCaddy FAQ

With tax returns going to electronic format, we know you may have a lot of questions about sending HK your 1040 tax preparation materials and how you will be getting your return from HK. Here are some helpful items for the TaxCaddy system we use.

Tax Caddy user tips

A source to help you manage your TaxCaddy account

Contact TaxCaddy support

Visit TaxCaddy’s help center to access resources, tutorials and available support staff.