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Virtual CPA Tax Preparation
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Start Your Application

Three short steps. A CPA reviews your answers and replies with a quote and a secure Canopy portal invite.

  1. 1. Your taxes
  2. 2. Contact info
  3. 3. Review and send
Tell us about your taxes

Check everything that applies. This shapes your quote.

What do you need?
Your income (check all that apply)
Did you move to a different state during 2025?
Did you file an extension for 2025?
How do we reach you?

We use this to send your quote and a secure portal invite.

Best way to reach you

Do not enter your Social Security number or upload documents here. After you apply, we email you a secure Canopy portal invite for that.

Review and send

Check your answers. Use Back to change anything.

Application sent

Thanks. Here is what happens next:

  1. A CPA reviews your answers.
  2. We email you a quote and a secure Canopy portal invite.
  3. You sign the engagement letter and upload your documents in the portal.

Questions? Call (207) 324-8616.