Canopy Client Portal
Canopy makes the tax filing process easier for you, our clients, by streamlining the information collection and providing a secure file upload. You can also securely communicate with us through that portal, complete e-signatures and view all of your information in one centralized location. Canopy may be accessed through this link, please save it as a favorite so you have access to it in the future.
Canopy also offers an app for both Apple and Android phones, you can use these apps with your Canopy log in information to scan and upload your files.
Online Pay - We Accept Venmo
You can make a payment either by scanning the QR code below or by clicking the Venmo button.
Helpful Resources
Frequently used Tax Forms and Information
The below may or may not apply to you. Please email taxservices@diversifiedllctax.com or contact us.
Income Forms
Form W2, Wage and Tax Statement
Form 1099-INT, Interest Income
Form 1099-DIV, Dividends and Distributions
Form 1099-R, Distributions from Pensions, Annuities, Re Contracts, etc.
Form 1099-SSA, Social Security Benefit Statement
Form 1099-NEC, Non-Employee Compensation
Form 1099-MISC, Miscellaneous Income
Schedule K-1 (For S-Corps, Partnerships & Trusts)
Form 1099-G, Certain Government Payments
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