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Frequently Asked Questions

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  • How can I reach the IRS?
    - Individuals can call the IRS at 800-829-1040 - Businesses can call 800-829-4933 If you have received a letter, you can call the number on the letter.
  • How can I get a copy of my tax return?
    Electronic copies of your tax returns are available in your canopy account
  • Where can I find the Individual and Business Taxpayer's Checklists?
    Both forms can be downloaded using the links provided. Individual Taxpayer Checklist Business Taxpayer Checklist
  • I received a letter from the IRS, or my State and you are not available, what should I do?
    Please call 331-431-9129 and follow the prompts to leave a message or send an email to Please allow 24-72 hours for a response.
  • How do I log into the Canopy Client Portal Mobile App?
    In order to begin using the Client Portal, you will need to download the Client Portal app. Search for "Canopy Client Portal" in the Apple App Store or Google Play Store. Click on the following link for step-by-step instructions: Client Portal | Log in to the Client Portal Mobile App
  • What is my next step after receiving an invite via email to the Canopy Client Portal?
    Your practitioner will send you an invite via email to the Client Portal. Upon receiving this email, you can log into the Client Portal. After creating your account, you can log in at any time by navigating to the Client Portal URL. Use the following link for step-by-step instructions: Client Portal | Uploading a file
  • How do I access and setup my Canopy Client Organizer?
    When you receive a special survey called an Organizer. Organizers are visible on your To-do list and are indicated by a paper and pencil icon. For step-by-step instructions, click the following link: Client Portal | Complete a Client Organizer
  • Is there a video and general information what will teach me how to use the Canopy Client Portal?
    There is a video and several guides available to walk through the steps to use the client portal. Access all via Client Portal | Home
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