Blogs

How to Build Trust with Your Tax Resolution Clients

It's no secret that Tax Resolution has garnered a bit of a bad reputation. After all, there have been several incidents of supposed Tax Resolution companies scamming clients—...

How to Use IRS Transcripts to Better Serve Your Clients

IRS transcripts are notorious for being convoluted, but in the hands of a tax professional who knows how to read them, they can be incredibly useful— especially in serving clients...

6 Pro Hints for Preparing an Offer in Compromise

Michael Rozbruch's 5 Secrets To A Million Dollar Tax Resolution...

Our good friend Michael Rozbruch—founder of Michael Rozbruch's Tax and Business Solutions Academy and author of The Tax Resolution Success Resource System Manual—is hosting a free...

Tax Resolution Software

How to Prepare an Offer in Compromise (video)

Get all of the info you need to prepare an Offer in Compromise case with this new video tutorial by Tanya Baber.

New Feature: Penalty Abatement Made Easy (VIDEO)

Today's release of Canopy's Penalty Abatement service is the first of several exciting out-of-the-box services coming early this year. As always, you can create custom steps for...

How To Grow Your Tax Practice

When you start your career in accounting, it is beneficial to work for a larger firm for a few years. You can learn essential business skills, make connections with seasoned...

How To Communicate With Tax Resolution Clients | Canopy

Here is the second part of an interview we did with Jassen Bowman. Here we discussed how he has perfected the methods of communication with his tax resolution clients and tax...

5 Reasons Accountants Need a Facebook Page

With the rise of social media and online marketing, tax practices have an opportunity to better connect with their local communities. How does Facebook advertising make a...

Interview with Jassen Bowman: His Start in Tax Resolution and...

Canopy was excited to chat with Jassen Bowman, a tax firm growth coach, tax resolution marketing expert, author, and consultant. You can see a lot of his work at...

Understanding the Millennial Employees in Your Accounting Firm

What are millennials looking for in an accounting career? How can you manage millennial employees in your accounting firm? What makes millennials different than Baby Boomers and...

Interview with TaxMama®: How to Start a Career in Tax Resolution

Canopy was honored to interview Eva Rosenberg, more commonly known as the Internet's TaxMama®. Enrolled Agent, author of McGraw-Hill's "Small Business Taxes Made Easy," and...

3 Ways to Market Your Tax Resolution Firm

There are a variety of marketing strategies, technologies, and methods you can use to market your tax resolution firm. You can experiment with multiple methods and marketing...

5 Ways a Tax Resolution CRM Increases Revenue

Tax resolution services and client relationship management go hand in hand, as resolving tax controversies can be a highly specialized process. As you scale your tax resolution...