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Keith Jones, CPA: An All-In-One Software Solution

Keith Jones, CPA, is a busy tax resolution expert and a Canopy user. He currently practices primarily in rural northwest Florida, but is actively expanding his market to...

Feature Update: Save Time with Task Templates

If you’ve already been enjoying the efficiency Canopy brings to task creation, we’re about to make your day: we’ve now added task templates! You’ll no longer have to create the...

Negotiating an Appeal if Your OIC is Rejected

By now in our blog series we’ve discussed several aspects of offer in compromise: which clients make good candidates, real reasons your client’s case would get flagged, how Canopy...

Doubt as to Liability & Effective Tax Administration

We covered the most common type of OIC—doubt as to collectibility—in the last installment of this series, but DATC isn’t the only type of OIC. Today, we’re covering the other two...

Doubt as to Collectibility: How to Keep Your Offer from Getting...

On the surface, a doubt as to collectibility offer in compromise looks fairly straightforward. The amount you offer is the product of a simple equation:

How to Minimize US Taxes for Expatriates

In an earlier blog post, our team gave some insight into the growing number of US expatriates and an overview of services they may need from tax professionals. In this post, we’ll...

4.5 Ways Tax Professionals Can Shorten Hold Time With The IRS

It’s common knowledge that if you want to call the IRS and speak to a live agent, you should plan on settling in for a long time on hold. Tax professionals often share horror...

5 Things to Consider When Starting a Tax Practice

So you’re considering taking the leap from employee to tax practice owner. Being a business owner certainly has its perks, but it’s no easy feat. There are a lot of considerations...

Passport Revocation Due to Seriously Delinquent Tax Debt

As the holidays approach, many taxpayers have travel on their minds and some of your clients may be affected by the Fixing America’s Surface Transportation Act (FAST Act). This...

3 Alternatives to Offer in Compromise

An offer in compromise (OIC) is a useful tool for your clients who have outstanding tax debt owed to the IRS. However, OICs aren’t always the best fit, depending on the client and...

Tax Resolution IRS Form Glossary

Need quick access to tax resolution forms? Want to learn more about what certain forms are used for? We’ve compiled a handy tax resolution IRS form glossary for any case you’re...

Why Tax Pros Love Working at Canopy

What You Need to Know About US Taxation of Foreign Nationals

Do you work with foreign national clients? Are you looking to expand your foreign national clientbase? Thinking about the taxation of foreign nationals is an important...

Feature Update: Spend Less Time on Email by Using Templates

Here at Canopy, we know email can often get in the way of doing more meaningful work. In fact, the average professional spends 28 percent of the workweek reading and answering...

Canopy August Tax and Accounting Trade Shows Schedule

Welcome to August! The climax of summer is upon us, and that means back to school, the return of football, and, of course, more tax and accounting trade shows! Our software...