Tax Preparation and Planning

Tax Planning: The Good, the Bad, and the Ugly

Many taxpayers aren’t aware of how impactful tax planning can be. You can help them understand that it's the first step toward ...

Micala Ricketts Micala Ricketts
29 Aug, 2018
Marketing Your Practice

3 Ways Tax Professionals Can Improve Their Facebook Page

Creating a Facebook page for your tax practice will lead to greater exposure, but in order to optimize the effectiveness of hav...

Micala Ricketts Micala Ricketts
28 Aug, 2018
Tax Preparation and Planning

IRS Issued Identification Numbers Explained: TIN, ITIN, PTIN, SSN, CAF Number

What's the difference between an ITIN and a PTIN? What's a CAF number for, and what kinds of businesses need an EIN? We've got ...

Brandon Jones Brandon Jones
27 Aug, 2018
Tax Preparation and Planning

Video: Tips for Filling Out IRS Form 2553, Election by a Small Business Corporation

Need some pointers to help you fill out IRS form 2553? We've got the info you need to get your forms filled out right the first...

Jessica Lundin Jessica Lundin
24 Aug, 2018
Marketing Your Practice

7 Tips for Finding Accounting Clients

One of the top mistakes accountants make is expecting business to come to them.

Jessica Lundin Jessica Lundin
23 Aug, 2018
Canopy Features and News

Canopy Included in Utah Business Fast 50/ Emerging 8

We are thrilled to announce that Canopy has been included in the 2018 Utah Business Fast 50 and Emerging 8 list.

Andrew Jones Andrew Jones
23 Aug, 2018
Tax Resolution

August 2018 Update: 82 New IRS Notices and Letters Supported by Canopy

You need a better way to help your clients deal with IRS notices. Canopy's Notices tool is now even better with 82 new IRS noti...

Brandon Jones Brandon Jones
21 Aug, 2018
Canopy Features and News

Feature Update: Time Tracking Dashboard

Canopy’s time tracking just became more robust with the addition of a dashboard that shows time and revenue metrics across your...

Micala Ricketts Micala Ricketts
17 Aug, 2018
CPE

Canopy Courses Just Got a Whole Lot Better

Courses is now hosted on a more robust platform that allows for instantaneous certificates and automatic filing with the IRS.

Andrew Jones Andrew Jones
16 Aug, 2018

National Financial Awareness Day

Today is National Financial Awareness Day. What better way to celebrate than helping your clients increase their financial lite...

Micala Ricketts Micala Ricketts
14 Aug, 2018
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