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For Individuals

Starts at $195 per year
For individual taxpayers filing an IRS Form 1040 annual income tax return who want year-round support.
We always include:
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Federal, state and local tax returns
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Year-round IRS account monitoring
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Semi-annual check-in meetings
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Video walkthrough of your tax returns
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24/7 access to secure portal
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Secure tax document storage
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Dedicated Enrolled Agent tax advisor
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Pay with your tax refund (optional)

For Businesses

Starts at $295 per month
For business taxpayers, tax preparation and a host of other advisory services are offered at one reasonable monthly cost.
We always include:
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Individual and business annual tax returns
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Sales tax returns for one state
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Quarterly tax estimates
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Annual salary recommendations (S-corps)
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Video walkthrough of your tax returns
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Monthly bookkeeping services
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Quickbooks Online subscription
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Dedicated Quickbooks ProAdvisor
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Dedicated Enrolled Agent tax advisor
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Add-on: Automated Payroll
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Add-on: LLC formation
Basic
$5.99
Per user per month
The ideal plan for getting started with Canopy.

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Individual Taxes

Starts at $225 per year
For individual taxpayers filing an IRS Form 1040 annual income tax return.
We always include:
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Federal, state & local tax returns
Checkmark
Year-round IRS account monitoring
Checkmark
Semi-annual check-in meetings
Checkmark
Video walkthrough of your returns
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24/7 access to secure portal
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Secure tax document storage
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Dedicated EA tax advisor
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Pay with your tax refund (optional)

Business Taxes

Starts at $225 per month
For business taxpayers, we offer tax return preparation and a host of other tax services for one monthly cost.
We always include:
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Individual and business tax returns
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Sales tax returns (one state)
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Quarterly tax estimates
Checkmark
Annual salary recommendations
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Video walkthrough of your returns
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24/7 access to secure portal
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Secure tax document storage
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Dedicated EA tax advisor

Complete Business

Starts at $325 per month
For businesses that want more than just tax services, we offer a complete plan with a host of other adivsory services.
We always include:
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Everything included in the
Business Taxes
Plan
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Monthly bookkeeping services
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Quickbooks Online subscription
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Dedicated Quickbooks ProAdvisor
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Quickbooks training, setup/cleanup
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Add-on: Automated payroll
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Add-on: LLC formation
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