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
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.
Quick References
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
