You will receive an email at the address you submit in the form on this page. The email will come from “firstname.lastname@example.org”. The subject line will be: Kirsch CPA Group invited you to create a TaxCaddy account.
Click the “Sign Up Free” button to activate your account. Then log in to your TaxCaddy account and accept Kirsch CPA Group’s connection request, which grants Kirsch CPA Group permission to see your tax documents and send you letters. We also recommend downloading the TaxCaddy mobile app
Then you can upload any tax documents you receive throughout the year, e.g., written acknowledgments for charitable contributions, sale of property, etc.