canopy-logo-black-1 canopy-logo-white-1 canopy-logo-black-1

Schedule your Canopy Demo.

CONTENT HUB >

Tax Resolution

blog_post_thumbnail
Tax Resolution
August 2018 Update: 82 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and we're always working to make it better. We've recently expanded the number of supported...

8/21/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
How to Keep Clients Calm When They Get an IRS Notice

Getting an IRS notice in the mail is probably one of the more frightening tax-related things that can happen to most of your clients. Often, taxpayers are so overwhelmed by the...

7/19/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
A Look at the CP2000 Notice

When your client calls you in a panic about getting a “bill” from the IRS for underreported taxes, chances are they’ve received the CP2000 Automated Underreporter notice. The...

7/11/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
71 New IRS Notices and Letters Supported by Canopy

Canopy's Notices tool is the fastest way to help your clients deal with IRS notices, and it just got even better. We've recently expanded the number of supported IRS Notices and...

7/03/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
Video: Tips and Tricks for Filling Out IRS Form 12277, Application...

Hi, and welcome to another IRS forms video. Today we’re tackling IRS Form 12277, Application for Withdrawal of Federal Tax Lien. Getting the IRS to withdraw a lien can be a huge...

6/01/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
The Ultimate Guide to Tax Resolution For Tax Professionals

What is Tax Resolution? Tax resolution is the umbrella term for services that aid taxpayers when they run afoul of the IRS. Sometimes called IRS representation, tax problem...

4/26/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
How to Know if Your Client is Eligible for Failure-to-Pay Penalty...

For the 2017 fiscal year, the IRS assessed 38.8 million civil penalties, amounting to $26.5 billion. Of those penalties, 4.3 million were abated. The most common reason for civil...

4/12/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
The Ultimate Guide to Offer in Compromise from a Former Revenue...

Part 1 — What is Offer in Compromise and is it Right For your Client? An offer in compromise (OIC) is an option offered by the IRS that allows a taxpayer to settle their debt for...

3/14/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
Changes to First Time Abatement You Need to Know

First Time Abatement, or FTA, can be a great way to eliminate penalties for a client with good tax history. FTA is a pretty straightforward abatement, but there has been enough...

2/27/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
Your Quick Guide to IRS Notices

It’s important to be aware of different types of IRS notices that may be sent to your clients. These letters can understandably cause quite a bit of stress for the recipient. Any...

2/14/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
Video: Tips for Filling Out Form 9465, Installment Agreement Request

We've put together a brand new video to help you when you're working on an installment agreement. In this video, we cover some quick tips on how to fill out IRS Form 9465. Watch...

2/05/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
2018 Tax Resolution Pricing Report Survey (Plus a Chance to Win a $50...

Our free 2017 Tax Resolution Pricing Report was one of our most popular downloadable resources last year. Thousands of tax pros downloaded it in their search for the latest...

1/29/18 LEARN MORE
blog_post_thumbnail
Tax Resolution
How to Request Penalty Abatement

Let’s say you’ve determined that your client is eligible for a penalty abatement to help reduce their tax debt. How do you go about actually requesting a penalty abatement from...

12/11/17 LEARN MORE
blog_post_thumbnail
Tax Resolution
Form 433-A Due Diligence Checklist

Form 433-A, Collection Information Statement for Wage Earners and Self-Employed Individuals, contains a lot of information. Some items and sections are more self-explanatory than...

10/12/17 LEARN MORE
blog_post_thumbnail
Tax Resolution
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...

9/28/17 LEARN MORE
pagination_first pagination_previous 1 2 3 4 5 6 pagination_next pagination_last

They like us. They really really like us.

Based on 1000+ reviews across these platforms

G2
45 stars

4.6 stars on G2.com

capterra-icon-1
45 stars

4.5 stars on Capterra

getapp-icon-1
45 stars

4.5 stars on GetApp