Here are the forms you’ll need to complete so we can begin work on your tax return. Each form is a PDF file. Click the Download button to save a copy to your computer. Print it, fill it out and upload it to your portal in Canopy by clicking the Portal Login button on the main menu.

 

Tax Preparation Engagement Letter

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Required if we are preparing your income tax returns

1099 Preparation Engagement Letter

Required if we are preparing 1099s for your business

 
 

Tax Organizer - Individuals

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Basic organizer for most taxpayers

Tax Organizer - Self Employment

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For taxpayers with self-employment income

Tax Organizer - Rentals

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For taxpayers with rental income