Hear It from Our Clients
Trusted by multiple family generations
English + Spanish
Client Yearly Retention Rate
Not Just Local, but Global.
With the technological capacity to prepare tax returns for US taxpayers worldwide, we are poised to continue exceeding the expectations of our loyal (often multi-generational) and growing clientele. We specialize in personalized service and currently have clients residing throughout California, Texas, Arizona, Nevada, Georgia, Virginia, Washington D.C., Michigan, Maryland, Mexico, Panama, and other parts of the globe.
How Do We Make Your Tax Life Easier?
Submit Documents To Us While Sitting Comfortably At Home
Helps Save You Money & Most Importantly Time
Allows Us Extra Time To Ensure We Can Fully Optimize Your Taxes
Electronic Signatures Make It As Easy As A Tap Or Click To Complete
Simple & Convenient Scheduling
Choose from 3 different time slots that would work best for you and submit them to us. After we review the submitted times we will confirm your appointment/drop off.
How do I get my tax information to you?
The most efficient and easiest way to get your tax information to us is to upload your documents using "CANOPY" our client portal. We are also available if necessary to receive information as a drop-off directly at our office or Certified Mail Receipt.
Your Tax Information
Canopy has appealed widely to those who are into technology—they no longer have to mail documents or drop them off in person, they're able to interact with us in a real-time manner. It makes the process simpler and less painful when dealing with taxes.