How the Process Works

Step 1: Schedule Your Appointment
Start by scheduling an appointment through our homepage—just click "Schedule an Appointment" to see available times. Most initial appointments take less than 15 minutes.

Step 2: Get Set Up
Once we agree to move forward, you'll receive an email with instructions to get started. This includes setting up your Canopy Tax portal, completing your Tax Organizer, signing the Engagement Letter, and uploading your documents.

Step 3: Set Up Your Canopy Portal
You’ll receive an email invitation from Canopy Tax to create your secure client portal. Simply set your login (email) and password. Once you’re in, you can easily upload your tax documents.

Step 4: Complete the Tax Organizer
A personalized Tax Organizer will be uploaded to your portal. Please complete it as thoroughly as possible—this helps ensure a smooth and accurate tax preparation process.

Step 5: Review and Sign the Engagement Letter
Your Engagement Letter outlines the scope of services and estimated fees. You’ll receive an electronic signature (E-sign) request to sign the letter. If the E-sign process doesn’t work, you can print, sign, and re-upload the form.

Important: If you’ve been issued an IRS Identity Protection PIN (IP PIN), please let me know—you’ll need it to file your return.

Step 6: Document Review & Turnaround Time
Once all documents are received, preparation usually takes 2 to 7 days, depending on the complexity of your return. I’ll confirm your estimated turnaround time after reviewing your information.

Step 7: Communication
Primary communication will be through email and text. If you prefer a different method, just let me know.

Step 8: Final Review Appointment
Once your return is ready, I’ll schedule a phone appointment to go over everything and answer any questions. Most changes can be made during this call, if needed.

Step 9: E-Sign & Payment
After you approve your return, I’ll upload IRS Form 8879 for your electronic signature. This uses a soft credit check for identity verification (it will not affect your credit score).

An invoice will also be emailed to you—payment can be made securely online using debit, credit, or bank draft.

Step 10: Filing & Confirmation
I’ll E-file your return with the IRS, typically within 24 hours of receiving your signed authorization and payment. You’ll receive an email confirming your return was accepted—please keep this for your records.

Ongoing Support
If you receive any IRS letters during the year, upload them to your portal and email me. Your portal remains open year-round, so you can access your documents anytime.

Feedback Matters
If you’re satisfied with your experience, I’d greatly appreciate a review on Google or Yelp. Your feedback helps me improve and continue serving clients like you with excellence.

Every client’s situation is unique, so while this outlines the general process, we can absolutely adjust based on your specific needs. I'm here to help every step of the way.