TaxCaddy Makes Submitting Your Individual Tax Source Files Easy

Gray, Gray & Gray is here to support you during this unprecedented time. Our team continues to work hard to process tax returns electronically – and offers clients the added convenience of secure means of electronic file transfers – including TaxCaddy!

While the federal and Massachusetts state individual filing and payment deadlines have been extended from April 15th to July 15th, clients are encouraged to proceed with filing your return as soon as possible, especially if you believe you may be due a refund. Those eligible for the payment deferral should also file now as they will automatically have interest or penalties waived. If you are concerned about making a payment, please note that payment withdrawal date can also be delayed.

Do you still need to provide Gray, Gray & Gray with tax documents necessary for preparation of your individual tax return? We request that you consider taking advantage of TaxCaddy today. 

TaxCaddy Simplifies Tax Time
TaxCaddy is an electronic tax organizer that gives individual tax clients the ability to simply upload your 1040 tax documents from your computer, tablet or smartphone. Plus, TaxCaddy offers a handy questionnaire and compares your prior year 1040 tax return source files to assist with identifying what information you may need to submit this year. If you’re a Gray, Gray & Gray individual tax client, watch your inbox for an email reminder from “noreply@taxcaddy.com” with a link to the TaxCaddy service app, along with instructions on how to download the app and start uploading your 1040 tax source file documents.

View the TaxCaddy Frequently Asked Questions (FAQ) here
Watch a brief video on how TaxCaddy simplifies tax time here

Have additional questions about TaxCaddy and/or want us to resend the link to the TaxCaddy service app? Please contact our TaxCaddy expert, Catherine Dwan at cdwan@gggllp.com

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