canopy-logo-black-1 canopy-logo-white-1 canopy-logo-black-1

Schedule your Canopy Demo.

CONTENT HUB >

Tax Preparation and Planning

blog_post_thumbnail
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...

1/20/23 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
Tax Season 2023 Individual Updates

The tax landscape is constantly evolving, and this year brings many changes and updates that can significantly impact your financial situation. We've covered you, from the...

1/01/23 LEARN MORE
blog_post_thumbnail
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...

12/16/22 LEARN MORE
blog_post_thumbnail
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...

12/05/22 LEARN MORE
blog_post_thumbnail
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....

7/14/22 LEARN MORE
blog_post_thumbnail
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....

4/04/22 LEARN MORE
blog_post_thumbnail
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...

12/09/21 LEARN MORE
blog_post_thumbnail
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...

7/20/21 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
4 Ways to De-stress During Tax Season

Although busy season is time consuming and all-around mentally demanding, that doesn’t mean your well-being should take a backseat to your workload. If anything, prioritizing your...

3/17/21 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
How Your Small Business Clients Should Prepare for Tax Season 2021

As you know, preparing tax returns for small business clients is a bigger task than preparing tax returns for individuals. There are more considerations and factors that have to...

1/15/21 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
An Introduction to Client Accounting Services

Offering client accounting services (CAS) has become increasingly common in the past few years. In fact, according to an Accounting Today survey, in 2019 the breakdown of...

10/27/20 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
How Tax Firms Are Pricing Their Tax Preparation Services in 2020

If you're a savvy business owner, you've probably wondered if you're charging the right amount for your tax preparation services. There is a lot to consider when determining what...

6/25/20 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
5 Ways Businesses Can Maximize Cash Flow Under the CARES Act

Amend your prior tax returns for expanded net operating loss provisions The CARES Act allows for a five-year carryback of net operating losses arising in 2018, 2019, and 2020. It...

4/08/20 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
Why Taxpayers Are More Likely to Use DIY Software Than an Accountant

Taxpayers are more than 2x more likely to use DIY software than an accountant to file their taxes, but why? Is it simply a matter of cost? Do taxpayers perceive DIY software to be...

12/16/19 LEARN MORE
blog_post_thumbnail
Tax Preparation and Planning
What You Need to Know About Filing IRS Form 5472

There’s no doubt that many American businesses are global in scope, with owners or shareholders living outside the United States. Whenever there are international involvements in...

11/25/19 LEARN MORE
pagination_first pagination_previous 1 2 3 4 pagination_next pagination_last

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp