RESOURCES & INSTRUCTIONS
Find everything you need to manage your tax tasks with confidence. This page provides step-by-step guides for making federal and state tax payments, retrieving IP PINs, and completing other common tax procedures. You’ll also find direct links to our Client Portal, the federal and state tax authorities, payment portals, and useful IRS tools—all in one convenient place.
Connect to Your Secure Client Tax
Portal on Canopy
Our secure Canopy Client Portal makes it easy to share documents, sign forms, and communicate with our team in one convenient place. With 24/7 access to your tax and accounting files, you can manage your information efficiently and stay on top of important deadlines from anywhere. Contact our office if you would like to have a portal created or if you experience any difficulty using it.