Welcome to Tax Season

We Get It.

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 support, review, and file your tax returns, all done electronically! Take a look at how the process works below.

Our Process


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.

Tax Dates

Mark Your Calendars! Below Are Important Tax Dates of 2023

  • January 17

    Final Estimated Tax Due Date For The 2022 Tax Year

  • January 23

    IRS Begins Accepting 2022 Returns

  • March 15

    Filing Deadline For Corporate Tax Returns

  • April 18

    Due Date For 2022 Tax Returns or Filing an Extension

  • September 15

    Last Day for S-Corporations and Partnerships to File Their 2022 Business Tax Returns With an Extension

  • October 16

    Last Day to File 2022 Tax Returns with an Extension