Canopy: Accessing Our Client Portal
Canopy makes the tax filing process easier for you, our clients, by streamlining the information collection and providing a secure file upload. You can also securely communicate with us through that portal, complete e-signatures and view all of your information in one centralized location. Canopy may be accessed through this link, please save it as a favorite so you have access to it in the future. Canopy also offers an app for both Apple and Android phones, you can use these apps with your Canopy log in information to scan and upload your files.
frequently used tax forms
Frequently used forms and information
The below forms may or may not apply to your specific situation – if you have questions please reach out to us at [email protected]
Income Forms
Form 1099-INT, Interest Income
Form 1099-DIV, Dividends and Distributions
Form 1099-R, Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs etc.
Form 1099-SSA, Social Security Benefit Statement
Form 1099-NEC, Non-Employee Compensation
Form 1099-MISC, Misc. Income
Scheduled K-1 (S-Corps, Partnerships, Trusts)
Form 1099-G, Certain Government Payments
Deductions
Property Taxes Paid
Charitable Contributions
Other
Form 1098-T, Tuition Statement
Estimated Tax Payments