Sensiba San Filippo LLP is excited to announce that we will be utilizing two new and streamlined processes this year to collaborate with you on your tax return preparation and delivery. These award-winning solutions, TaxCaddy and SafeSend Returns, are transforming the way tax returns are completed and are a safe and easy way to collaborate throughout the tax preparation process. We’re excited about these powerful solutions to simplify tax time and we think you will be, too.
TaxCaddy makes it easier than ever to gather your 1040 tax documents, answer your questionnaire and share and collaborate with us. TaxCaddy will be your integrated portal to access whenever and wherever you are – on your computer, phone or tablet.
SafeSend Returns will allow us to send your tax return securely through electronic delivery and will include easy to follow instructions to complete your return. E-file authorization forms for 1040s can be signed electronically and automatically delivered to us. SafeSend works with TaxCaddy so your 1040 and tax documents will be in one place – your TaxCaddy portal.
Be on the lookout for the TaxCaddy invitation email in the New Year. We feel confident you will enjoy the ease of use and security of this new process and we look forward to your feedback. Should you have any questions, please feel free to contact us at any time at (925) 271-8700.