- 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.

Electronic copies of your tax returns are available in your canopy account

Both forms can be downloaded using the links provided. Individual Taxpayer Checklist https://www.vwaccountingservice.com/_files/ugd/ea70bc_69d50c51ac4a42728dec7b1e3ad9ab12.pdf Business Taxpayer Checklist https://www.vwaccountingservice.com/_files/ugd/ea70bc_0cd251b61e58449589361896de2e9dfc.pdf

Please call 331-431-9129 and follow the prompts to leave a message or send an email to Victoria.watson@vwaccountingservice.com. Please allow 24-72 hours for a response.

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

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

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

There is a video and several guides available to walk through the steps to use the client portal. Access all via Client Portal | Home