Individuals
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, Self Employed, & Rental Property Owners
Engagement Letter
Remember to download the engagement letter for your individual tax return and sign/date it
Businesses
These forms are useful as a guide and to provide tax information. Please refer to the previous menu list explaining the various types of documentation needed. A separately maintained system of financial accounting is acceptable and recommended if legible and complete.
Corporations & LLC Partnerships
Engagement Letter
Remember to download the appropriate tax return engagement letter for your entity and sign/date it
Disclosing Tax Return Information to Third Parties
Federal law prohibits the disclosure of personal tax information to third parties without your express written consent. Please download the consent form and completed it online prior to printing. Then sign/date it before delivering it to us.