Step 1: Choose How to Submit Your Documents
1. Digital Upload via Canopy Client Portal
Leverage the latest technology with our Canopy Client Portal, designed to make your tax filing process seamless and secure.
How it works:
If you’re new to Canopy, request an invitation to join. You’ll receive an email with instructions to create an account.
Upload your tax documents securely from your desktop or mobile device—no need to leave your couch!
Use the portal to:
- E-sign documents
- Pay invoices
- Track your tax return progress
- Communicate directly with your tax preparer
Our digital, paperless approach eliminates the hassle of traditional tax filing and makes the entire process more efficient.
Download the Canopy App here: Android | iPhone
Access the Canopy Desktop Portal here: Link to Desktop Portal
2.Drop-Off Method
Prefer to hand-deliver your documents? We’ve got you covered.
How it works:
- Stop by our Columbia office and drop off your tax materials at the front desk.
- Once your tax return is complete, we encourage you to opt for paperless delivery to help us reduce paper usage.
Our Columbia Office Address:
1604 W Business Loop 70
Columbia, MO 65202
3. In-Person Appointments
If you’d prefer to meet with one of our tax experts face-to-face, we offer appointments at our office in Columbia or virtually. Get started today.
How to book an appointment:
- Schedule your appointment online. During tax season, you’ll see a button in the top menu to schedule a tax appointment. Pick your time, date, and preparer and you’re all set!
- Call our office at 573.445.3805 to schedule an appointment over the phone
- Email us at info@accountingplusinc.com to get assistance setting up your appointment
Step 2: Let Our Team Handle the Rest
Once we receive your documents, our expert team will take over to ensure your taxes are prepared accurately and efficiently. Here’s what happens next:
1. Review and Organize: We’ll carefully review your submitted documents and reach out if we need any additional information.
2. Prepare Your Return: Our team will prepare your taxes with precision, ensuring every deduction and credit you’re eligible for is included.
3. Approval and Filing: You’ll have the opportunity to review your completed return and e-sign via Canopy. Once approved, we’ll file it for you.
Why Work with Accounting Plus?
Our tax filing process is designed to save you time, reduce stress, and provide peace of mind. Here’s what sets us apart:
- Convenience: Whether you choose digital upload, drop-off, or in-person appointments, we make it easy to work with us.
- Security and Technology: Our Canopy Client Portal ensures your sensitive documents are protected, and you can access your information anytime, anywhere.
- Expertise You Can Trust: We offer proactive advisory services to help you understand your numbers and plan ahead—explore our advisory plans.
- Paperless Efficiency: By embracing digital tools, we simplify the tax filing process and help reduce environmental waste.
Ready to Get Started?
Working with Accounting Plus to file your taxes has never been easier. Choose the submission method that works best for you.
If you’re ready to simplify your tax season, let our team take care of the hard work for you. Contact us today to get started, and experience how easy and stress-free filing your taxes with Accounting Plus can be!