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THE THREE STEP PROCESS:

  1. Fill out the form below.

  2. Our team will invite you to our secure portal in 1-2 business days. Please upload all required information upon receiving an invitation.

  3. Relax –we will do the heavy lifting. We will begin preparation and our dedicated team will contact you to discuss potential deductions and applicable tax credits.

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Click the button below for more information about our onboarding process.

Form for Individuals:

Thank you for your submission, you will receive an invitation to our client portal Canopy within 1-2 business days, so you may begin uploading your tax information. If you have immediate questions, please contact our team at (512) 448-9462. Thank you!

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