Tax Preparation and Planning

Helping Tax Clients Who Are Retired

Tax accountants are in an excellent place to help retiring clients transition from one phase of life to the next by offering fi...

Micala Ricketts Micala Ricketts
3 Apr, 2019
Tax Preparation and Planning

How to Manage Freelance Clients

There are many different factors to consider when paying taxes as a freelance worker, and tax accountants can be a big help to ...

Micala Ricketts Micala Ricketts
21 Mar, 2019
Practice Management

The Salary Outlook for Accountants

Anyone looking at a career in accounting should assess every aspect of the profession, including salary expectations.

Micala Ricketts Micala Ricketts
20 Mar, 2019
Tax Preparation and Planning

5 Bookkeeping Tips to Take Full Advantage of the Tax Cuts and Jobs Act

Whether you are helping your clients save money now or later, these five bookkeeping tips will help small business owners take ...

Jaren Nichols Jaren Nichols
19 Mar, 2019
Industry News

The 6 New Schedules for Form 1040

The IRS added six new schedules that some taxpayers will file with the 2018 Form 1040.

Micala Ricketts Micala Ricketts
15 Mar, 2019
Tax Preparation and Planning

March and April Tax Deadlines 2019

For the tax deadlines coming up between March 15 and April 30, we’ve put together a quick list to reference.

Micala Ricketts Micala Ricketts
13 Mar, 2019
Practice Management

How to Create a Business Plan for Your Tax Practice

Before you create your tax and accounting business you should establish a clear vision of what you want your company to become....

Jessica Lundin Jessica Lundin
11 Mar, 2019
Industry News

Top 10 Innovative Women in Tax Voted by Canopy

In honor of International Women's Day, we rounded up a list of the Top 10 Innovative Women in Tax.

Casey Morgan Casey Morgan
8 Mar, 2019
Marketing Your Practice

How to Make Time for Marketing in Your Firm

In a recent survey we conducted of tax and accounting professionals, 71% of respondents said that they didn’t have enough time ...

Micala Ricketts Micala Ricketts
7 Mar, 2019
Canopy Features and News

Canopy Product Highlight: February 2019

Check out the new features we released in February 2019, including a client invoicing update, email signature images, more stat...

Brandon Jones Brandon Jones
7 Mar, 2019
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