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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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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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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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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.