Canopy (20)

Marketing Essentials For Tax Pros

5 Ways to Improve Your Practice's Online Presence

So your practice has a website. In fact, you have more than just a website. You have listings on Google Local and Yelp. You have a Facebook page for your business. You might even...

8 Steps To Add Tax Resolution To Your Practice | Canopy

So you decided to take the leap and add tax resolution to your practice. Congratulations! You're well on your way to doubling your monthly income and discovering a new sense of...

Earn Your CPE Credits with Canopy's CPE Series

It's about that time – the year is winding down and you're hard at work checking off your pre-tax-season checklist. One thing that should be on the top of your list? Earning those...

A Tale of Two Tax Pros: How Much Money is Tax Resolution Worth?

This is another tale of our two favorite tax professionals: Canopy Ken and Owen Oldschool. As we've chronicled before, Ken and Owen are remarkably similar guys who live...

Partial Payment Installment Agreements

How to Get Power of Attorney

In order to start representing clients in tax disputes, you need to be certified as a CPA, an attorney, or an enrolled agent. Any of these certifications will allow you to work...

Power of Attorney Checklist

A Basic Intro to Doubt as to Liability

Doubt as to liability is a form of Offer in Compromise that comes into play when a taxpayer doesn’t actually owe the tax the IRS claims they do. This isn’t a question of amount or...

Why You Should Stop Filling Out IRS Forms ASAP

Tax work is full of simple tasks that seem systematically designed to devour your time. These time-eaters—things like defining simple terms for your client via email, writing the...

A Tale of Two Tax Pros: The Trial of IRS Transcripts

This is a tale of two tax professionals: Canopy Ken, and Owen Oldschool. Ken and Owen are remarkably similar guys who live astonishingly similar lives—both born in 1975, both...

Create the Perfect Engagement Letter in 7 Steps

You know you should be using engagement letters in your tax resolution cases, but you're just not sure what your engagement letter should look like. Or maybe you’ve finally...

3 Reasons Engagement Letters are Critical to Your Practice

Engagement letters are the foundation of the legal relationship between tax professionals and their clients. They are letters that, once signed by both you and your client,...

Penalty Abatement Basics & Techniques

3 Common Tax Transcripts You Should Be Using

Tax transcripts are treasure troves of information. Accessing and deciphering that information, however, is another thing entirely. Until recently, accessing and translating...