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.

Signature & Payment

Once we have finalized your return, we will contact you to discuss.

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