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Tax season timeline: when to send us your documents
Start organizing tax records before forms arrive, track missing and corrected documents, and send a clearly labeled package through the Canopy client portal. Tell the firm what is still outstanding rather than assuming an upload is complete or automatically requests an extension.
Why tax planning beats tax preparation
Tax preparation reports what happened under the rules that apply; tax planning considers choices while there is still time to act. Both matter, and a projection is an estimate based on stated assumptions, not a promised tax result.
Tax checklist: what to bring to your tax appointment
Gather personal and household changes, income records, deduction support, estimated-payment confirmations and complete tax-agency notices before your tax appointment. Upload tax documents through the Canopy client portal, not ordinary email or the contact form.
Quarterly estimated taxes: who has to pay and how much
Estimated tax payments may be needed when withholding does not cover tax on business, investment, retirement, rental or other income. The amount depends on expected income, deductions, credits, taxes and payments already made, with federal and Maryland obligations reviewed separately.