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Tax Preparation & Planning

Tax Planning Services for Businesses and Individuals

Client Centered

Today’s tax laws are complicated.  Whether you’re preparing the return for your business or filing individual taxes, IRS compliance can be overwhelming. With so many important details to consider, it’s easy to make an error or omit something which could end up as a penalty, fine, or unwanted problem with the IRS.

At Canopy Wealth Strategies, we serve both individual and business planning while remaining compliant with the continuously changing tax laws and regulations. 

Schedule a Complimentary Consultation

Ready to take control of your finances? Book a complimentary, no-obligation consultation with us.

Our first priority is helping you take care of your family and your business. In this complimentary consultation we will learn more about you and provide you with options that are available to you.

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Filing Final Tax Returns for the Deceased

Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.
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Tax & Estate Strategies for Married LGBTQ+ Couples

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.