Create Account

Step 2 (see below) – only complete after your deposit has been paid as noted in Step 1.

How it works here at My Tax Guy

Step 1

Reserve Your Spot

Refer to our pricing list and reserve your spot with your $100 deposit.

Make Deposit

Step 2

Request Account

Click here to enter your info to receive your secure link.

Register

Step 3

Accept Invite

Accept invite from My Tax Guy to complete your account set up with TaxCaddy. You will receive the email invite within 1 business day.

Step 4

Upload Documents

Begin uploading documents and other required information to your TaxCaddy account.

Step 5

Mark Account as Ready

Mark your TaxCaddy account “Ready for tax preparation”.

Step 6

Finalize Paperwork

Receive your results in your account, sign your efile authorization and pay the remaining balance due on your invoice.

Step 7

Receive Taxes / Refund(s)

Receive your completed tax return copy and wait for your refund(s) to arrive.

Why TaxCaddy and How does it work?

At My Tax Guy we have found that TaxCaddy is the most secure and efficient way for our clients to provide information to us and for us to communicate and return secure documents to you. The app and user account are very user friendly and help you and My Tax Guy stay on track to complete your taxes promptly.

Tax Caddy Website

Please take a look at the information on the TaxCaddy site here. If you have any questions after looking through the information and watching the demo, please reach out to My Tax Guy.

Get in Touch

Have a question? Need support? Ready to get started?

Call (608) 519-4472

Send a message