Client Resources
Everything You Need, In One Place
Tax checklists to keep you organized, a secure way to send us your documents, and answers to the questions we hear most often.
Online Access
Client Portals
Access your documents, review your financials, and manage your account — all in one secure place.
Canopy Client Portal
View and sign documents, send secure messages, and access your tax returns and financial records through our Canopy portal.
Log In to CanopyQuickBooks Online
Log in to QuickBooks Online to view your books, run reports, and manage your business finances. Our team has access to assist you anytime.
Log In to QuickBooksSecure File Transfer
Send Us Your Documents
Use this form to securely send tax documents, financial statements, or any files we've requested. Your information is encrypted in transit. Please do not email sensitive documents.
Be Prepared
Tax Preparation Checklists
Use these checklists to make sure you have everything ready before your appointment — saving time for both of us.
Individual Tax Return Checklist
Everything you need to gather before your personal tax appointment — W-2s, 1099s, deductions, and more.
- Social Security numbers for you, spouse, and dependents
- W-2 forms from all employers
- 1099 forms (interest, dividends, freelance, retirement)
- Last year's tax return (if new client)
- Mortgage interest statement (Form 1098)
- Property tax statements
- Charitable donation receipts
- Medical expense records
- Student loan interest (Form 1098-E)
- Childcare provider name, address, and EIN/SSN
- Health insurance coverage info (Form 1095)
- Records of any estimated tax payments made
Small Business Tax Checklist
For sole proprietors, LLCs, S-Corps, and partnerships — make sure you're organized before we meet.
- Business income records (invoices, sales reports)
- All business expense receipts and statements
- Bank and credit card statements (business accounts)
- Payroll records and W-2s/1099s issued
- Vehicle mileage log (if claiming vehicle expenses)
- Home office measurements (if applicable)
- Equipment and asset purchase records
- Prior year business tax return
- Quarterly estimated tax payment records
- Loan statements for business debt
- Inventory records (if applicable)
- Partnership or shareholder agreements
New Client Onboarding Checklist
First time working with us? Here's what to bring to your first meeting so we can hit the ground running.
- Last 2–3 years of personal and/or business tax returns
- Current year income documents received so far
- Business formation documents (LLC, S-Corp, etc.)
- EIN confirmation letter (if business)
- Current bookkeeping files or QuickBooks access
- List of outstanding tax notices or IRS correspondence
- Bank account information for direct deposit refunds
- Contact info for your attorney or financial advisor (if any)
Government & Tax Resources
Helpful Links
Quick access to the IRS, Alabama tax portals, and other resources you may need throughout the year.
Federal — IRS
Common Questions
Frequently Asked Questions
Can't find what you're looking for? Just reach out — we're happy to help.
Still have questions?
We're just a call or email away — no question is too small.