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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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Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.
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The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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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.