Download a Tax Organizer


These forms can be completed online and saved or printed. Leave blank whatever you do not know or understand. Save the form to your desktop and upload it to the Canopy portal when finished, or bring it to our appointment.

Individuals – Download the 2017 Individual Tax Organizer.

Self Employed – Download the Sole Proprietorship Tax Organizer.

Rental Property – Download the Rental Property Tax Organizer.

Engagement Letter – Download the Engagement Letter and remember to sign/date it.


These forms are informational and supplemental. A separate report of accounting is acceptable if it is complete and legible.

Corporations, Partnerships, & LLC Entities – Download the Tax Checklist for Businesses.

Employment Taxes – Download the Payroll Tax Deposit Flowchart if you have employees. The chart explains the general rule on when to make federal payroll tax deposits.

Business Auto Expenses – Download this short primer on automobile expenses to learn the differences between the actual expense method and the standard mileage rate.

Travel Expense – Download this travel flowchart to learn when travel costs may become tax deductible.

Disclosing Tax Return Information to Third Parties

The Consent to Disclose Tax Return Information Form can be completed online prior to printing. Print out the form when finished and sign/date it before returning to us. Federal law prohibits the disclosure of personal tax information to third parties without your express written consent.