CCM Tax & Trust Administration is pleased to offer our clients access to TaxCaddy to help streamline your tax return process.
If you’ve already created a personal TaxCaddy account, you can sign in here:
With TaxCaddy, instead of using a paper tax organizer you may:
- Electronically and securely share your tax documents with our tax team;
- Communicate with your tax advisor during the return preparation process;
- Electronically sign documents such as your e-file authorization; and
- Use your account to save key tax documents year-round.
For instructions on creating a new TaxCaddy account and logging in for the first time:
Sharing your TaxCaddy Account with CCM Tax & Trust Administration: