Boomer Advantage Guide to Simplifying Tax Time
By L. Gary Boomer, CPA, CITP and Jim Boomer, CPA, CITP
Despite their challenges and limitations, organizers play an important role in the tax preparation workflow for both clients and preparers. They give clients a list of income, deductions, and credits that they had last year to help them gather this year’s paperwork. The questionnaires and engagement letters included in an organizer minimize the firm’s liability from malpractice by asking certain, relevant questions.
Today, there is a new solution that simplifies tax time for both accounting firms and their clients. TaxCaddy, SurePrep’s multiple award-winning 1040 productivity solution, allows taxpayers to easily answer organizer questions online, upload documents from any device, snap pictures using the TaxCaddy app for iPhone and Android and electronically sign documents including the e-file authorization. TaxCaddy even automatically retrieves documents from over 300 financial institutions.
“This is the most innovative thing I’ve seen this year.” – L. Gary Boomer, CPA, CITP
Solutions in Focus: TaxCaddyAccess Whitepaper