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Tax Preparation and Planning

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Practice Management
4 Techniques for Maximizing Firm Productivity with Canopy

In the ever-evolving landscape of financial services, staying ahead requires expertise and the right tools to streamline operations and elevate client experiences. James Merante,...

3 min read LEARN MORE
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Canopy Features and News
Canopy Partner Connect

At Canopy, we understand how critical it is to have access to trusted and reliable partners who can help you achieve your goals. To assist you in finding the missing piece to your...

2 min read LEARN MORE
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Tax Preparation and Planning
Q&A — Filing a Form 2848 for Your Tax Clients

In our recent webinar, "Two Clicks to Transcripts with Dawn Brolin," Dawn discussed the firm-wide benefits of Canopy's Transcripts & Notices tool and how it's increased the value...

4 min read LEARN MORE
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Tax Preparation and Planning
IRS Form 941: The Lookback Period and Deposit Schedules

IRS Form 941, Employer’s Quarterly Federal Tax Return, is used by an employer to report federal income tax withheld from employees (including withholding on sick pay and...

3 min read LEARN MORE
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Tax Preparation and Planning
Form 2553: An Overview of Who, When, and Why

IRS Form 2553, Election by a Small Business Corporation, is filed by a corporation or other eligible entity to make an election to be an S corporation under section 1362(a)....

3 min read LEARN MORE
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Tax Preparation and Planning
A Guide for 2023 Tax Season Webinar — Q&A

In our recent webinar, "A Guide for 2023 Tax Season Individual Updates", we provided a quick guide to understanding the updates for the 2023 tax season and highlighted some ways...

9 min read LEARN MORE
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Tax Preparation and Planning
2023 Business Tax Updates

There are many interesting changes in business taxation for the 2023 season! Since tax planning for businesses is an important part of our practice, there are several things we...

2 min read LEARN MORE
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Tax Preparation and Planning
It’s Time for Tax Law Updates – Individual

There’s an old saying that goes: “You can never step in the same river twice.” This is certainly true for tax seasons. Every tax season is a brand-new experience, simply because...

3 min read LEARN MORE
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Tax Preparation and Planning
How to Renew Your PTIN in 15 Minutes

If you are one of more than 759,000 federal tax return preparers in the US, your Preparer Tax Identification Number (PTIN) will expire December 31. It must be renewed before you...

6 min read LEARN MORE
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Tax Preparation and Planning
How to Survive a Tax Audit

You can survive an IRS tax audit. While you may feel shocked or overwhelmed because you didn't see this coming, the big thing is that you never want to ignore IRS audit notices....

6 min read LEARN MORE
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Tax Preparation and Planning
IRS Issued Identification Numbers Explained: TIN, ITIN, PTIN, SSN,...

It doesn’t take long working with tax forms to realize that the IRS uses a bewildering variety of acronyms. As confusing as the never-ending grouping of letters may seem, it is...

4 min read LEARN MORE
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Tax Preparation and Planning
What You Need to Know About IRS Form 8855

Tax preparers who deal with estate taxes and trusts are no doubt familiar with IRS Form 8855, Election to Treat a Qualified Revocable Trust as Part of an Estate. Using this form...

4 min read LEARN MORE
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Tax Preparation and Planning
3 Tax Issues to Consider for High-Income Earners

When it comes to paying income tax, the higher the income, the higher the tax. That’s why these high-income earners have several things to consider as they prepare their returns....

5 min read LEARN MORE
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Tax Preparation and Planning
Webinar: 5 Simple Shifts to Ease Tax Season Insanity

Do you find yourself dreading the upcoming tax season? Do you often work long and tireless hours during those seemingly never-ending months? If you answered yes to one or both of...

2 min read LEARN MORE
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Industry News
Get Free CPE Credits and Learn About 2021 Tax Law Updates

The American Rescue Plan Act of 2021 (ARPA) was signed into law on March 11, 2021, just barely after the Consolidated Appropriations Act of 2021 (CAA) was signed into law December...

2 min read LEARN MORE
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