Thank you for scheduling a
If this is your first time booking a Tax Strategy appointment with us, we will need you to **upload the most recent tax return you’ve filed to our secure document portal**, for your Tax Strategist to review prior to your appointment. Please watch your email for a link to activate your Canopy account and upload your documents to the task we will assign you.
**Your documents must be uploaded by 5 PM Eastern on the business day before your appointment, or your appointment will need to be rescheduled.**
We look forward to speaking with you! We will contact you by phone at the time of your appointment and the session will last approximately 30 minutes.
Please watch the brief video below to learn more about what a Tax Strategy Session is and what to expect during your appointment.
If you have not yet joined our Facebook group, please request to do so here for more tax strategy and tips.
Also, please check out our new membership for our clients that includes software and tax strategy to save you time and money here.
We are grateful to you for helping us in our mission of feeding malnourished children, providing safe drinking water, and rescuing children from sex trafficking. A portion of every dollar you pay us goes to helping these great causes. You can learn more about our partners and donate here: The Last Well, Operation Underground Railroad, Manna Relief.
We thank you so much for helping our cause and look forward to serving you and empowering you to have a More Relaxing and Less Taxing life!