Important Information for 2024 Tax Returns
Getting Your Taxes Filed is as Easy as 1, 2, 3!
Step 1
Get Us Your Paperwork
Step 2
Your Tax Return Review Meeting
Step 3
Review With Your Tax Nerd, Sign & Pay
Step 1: Get Us Your Paperwork
The fastest, safest method is uploading your paperwork to our secure client portal, Canopy. Here are the apple | android links to download the app to your phone and make uploading and sharing documents easier!
Here’s a little video to help guide you through the process: Click for Help
Current clients may already have an account, and you can use this link to sign in or recover your password.
If you are a new client or still need to set up your portal account, please contact info@accountabilitytab.com. We are excited to get you started and will respond to your request within two business days.
*Special Request*
Please refrain from taking photos with your phone and emailing them to us. However, taking photos when using the client portal app is secure and is another perk of switching to Canopy! Uploading your docs straight into the app will ensure an accurate and timely turnaround.
Note: If uploading files isn't your jam, you can mail paper documents to PO Box 376, Sandown, NH 03873. We'll scan your documents and return them to you via mail.
Step 2: Your Tax Return Review Meeting
Once you’ve begun uploading your documents, your preparer will contact you with a link to schedule Your Tax Return Review Meeting—preferably via Zoom.
This meeting is a key step, as it not only allows us to finalize your return but also gives us the chance to focus on tax planning for the current year, helping you avoid surprises and maximize savings.
Thank you for your trust as we work through your return with care!
Step 3: Review with Your Tax Nerd, Sign & Pay
Once all information is received and processed, we will connect via telephone or Zoom video conference to review and answer any questions you have for your tax pro. This is your time! We love to answer any tax questions you throw at us, so please ask them all. During this call, we will also discuss a strategy for the current year to help you make sure there are no surprises for your next filing. If you should be paying quarterly taxes, we will ensure you have the due dates, amounts to pay, and instructions on submitting these.
We offer electronic signing. As you can imagine, security measures are in place to protect you. We use a robust system that will first verify your identity and then allow you to sign on your phone or computer. And you can even pay through the client portal.