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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 You can also obtain copies of your prior year tax returns via the IRS website, by creating an online 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. You can also read through the letter and follow their instructions regarding how and when to respond.
  • How do I setup my Canopy Client Portal Account?
    1. Check both the inbox and spam folders in your email for a invitation to the Client Portal. 2. Click on the blue navigation button in the email "Create Account" 3. Once redirected to, validated the prepopulated First Name, Last Name, and email fields. 4. Establish your password by typing it in the first password field. 5. Retype the same password in the second password field. 6. Click the box to agree to terms, a green check mark will appear. 7. Click the navigation button to sign in/create account. The account has been successfully created and you will be logged into your account. Video:
  • 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 to create your initial account or access your existing account. Once logged in, complete the Client Organizer for the current tax year and upload all tax documents for review. How to Create Account: How to Create Account Video: How to Upload Files: 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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