Tax Caddy Resource Center

Simplify Your Tax Filing Process

We have teamed up with TaxCaddy to provide you with a secure, electronic solution to streamline your tax process. TaxCaddy makes it easier than ever to gather and deliver your tax documents, communicate with your Dermody, Burke & Brown trusted advisor, answer your questionnaire electronically, and sign e-file documents.

TaxCaddy simplifies every step of the tax process and we are excited to share this powerful solution with you.

Benefits to Signing Up:

  • Access to a secure electronic portal where you can upload tax documents from anywhere at any time.
  • Ability to submit your tax documents electronically by taking pictures with the TaxCaddy mobile app, uploading files from your device/desktop or manually entering information.
  • Method to track you tax return process with us.  You will be able to see exactly what tax information is needed from us to complete your return.
  • Ability to link TaxCaddy to over 300 banks (compatible financial institutions list), brokerages and payroll service providers to retrieve 1099s, 1098s and W-2s automatically.
  • Another form of direct contact with your Dermody, Burke & Brown tax professional through TaxCaddy's messaging features.
  • Receive technical support and troubleshooting by email and chat in the TaxCaddy Help Center.

Start organizing and uploading your tax documents now by signing up for your free TaxCaddy account.  We will be sending you an invite on January 15th to connect your TaxCaddy account with your tax advisor at Dermody, Burke & Brown.

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