CANOPY our client portal.

First time using CANOPY or maybe you can't remember exactly how it works, follow this quick 40 second video for a brief tutorial.

What Do I Need For My Appointment?

Please upload to CANOPY the following applicable items for your appointment. These are in no particular order so please make sure to review everything as it may apply to you:

  • Copy of prior year’s tax return(s) (new clients only)

  • Bank Information: Bank Name, Routing #, Account #, Checking or Savings Acct., Joint Acct

  • Provide 1st and 2nd Stimulus/EIP Payment Amount(s) Received

  •  Driver's license/State ID card (State tax returns)

  • Did you have any Virtual Currency transactions (Example: Bitcoin)? If yes please let us know. 

  •  (If claiming the child tax credit for children under 17) - Child's birth certificate and school (report card/school letter) or medical records (immunizations) showing current address (new child tax credit requirement)

  •  Form 1095-A if health insurance through marketplace + CA Form 3895, 1095-B from employer coverage, or other proof of medical insurance if not covered by work/marketplace.

  •  Income forms - W-2, W-2G, 1099-MISC, 1099-NEC, 1099-R, 1099-SSA, K-1's, etc.

  •  Interest Form 1099-INT, Dividends 1099-DIV, Stock 1099-B, 1099-OID; IRA Contribution Form 5498, etc.

  •  State Tax Refund 1099-G or Unemployment/Paid Family Leave Received 1099-G.

  •  Mortgage Interest Statement Form 1098 if you own a mortgaged property; Property Tax and/or supplemental tax bill (if not on Form 1098).

  •  Final “Closing/Settlement Statement” if you purchased, refinance, or sold (Form 1099-S from sale only) real estate (usually 1-5 pgs.). Request lender to scan/fax over documents if necessary.

  •  Form 1099-C Cancellation of Debt (residence short sale/foreclosure), bankruptcy decree, court settlement paperwork, etc.

  •  Itemized Deductions: DMV fees, donations, etc.

  • Tuition Statement Form 1098-T & school expenses; Student Loan Interest Statement Form 1098-E

  • Childcare Expense amount, name, address, phone #, and EIN (SSN if an individual) of care provider.

  • All other relevant tax documents and information.