We get that filing your taxes can sometimes be overwhelming. We have created a simple and easy process to help you stay organized, upload your documents, review, and file your tax returns. The best part? It’s all done electronically! Take a look at our Tax Return process below.
Our Process
Onboarding
Call or email our office to get started.
Create your secure Canopy Tax Portal.
Complete the short tax organizer. Upload tax support through the website or app.
Prepare & Review
We will review your uploaded tax support.
An email will be sent directly to you to acknowledge we received your support and/or you are missing any documents.
After we confirm all necessary support has been received, we will begin preparation of your tax return. Once we have finalized your return, we will contact you to discuss.
Signature & Payment
Review your return, submit payment and E-Sign the authorization pages.
Upon completion of E-Signatures and payment, we will file your tax return electronically.