There are two different payment routes: paying the firm for its work, and paying tax to a government agency. Choosing the right one helps keep your records clear.
Paying the firm's invoice
You can pay your Kalish & Associates invoice through the Client Portal (Canopy) by ACH bank transfer or by credit card. Credit card payments include an additional processing fee.
Start from the firm's Client Portal page, sign in and check the invoice and payment details before authorizing the transfer. Keep the confirmation. If the invoice, amount or payment step is unclear, call the office before proceeding. Do not send bank details by email or through the website contact form.
Why we use this route
Client safety is the reason for the change. Mailed checks can be lost, intercepted or altered through check-washing fraud. Paying by ACH through Canopy avoids mailing a paper check. No payment method eliminates every risk, so begin from the firm's website and ask about anything unexpected.
Paying a tax agency
A payment of an office invoice is not a tax payment. For taxes, use the official agency resources linked from Pay Your Taxes. Confirm the taxpayer, agency, tax period and payment purpose. If a letter or payment instruction is unclear, send it through Canopy and ask the team to check the next step.
Keep the records separate
Keep the firm-invoice confirmation with your office billing records and tax-payment confirmations with your tax records. If you think you already paid, ask the team to check before paying again. The team must check the actual record; a general article cannot confirm an individual payment.
Frequently asked questions
Where do I pay the firm's invoice?
You can pay your Kalish & Associates invoice through the Client Portal (Canopy) by ACH bank transfer or by credit card. Credit card payments include an additional processing fee.
Why is the firm using Canopy for all invoice payments?
Client safety is the reason. Mailed checks can be lost, intercepted or altered through check-washing fraud. ACH through Canopy avoids mailing a paper check. Ask the office about anything unexpected.
Does paying the office invoice pay my taxes?
No. Firm invoices and tax-agency payments are separate. Use Pay Your Taxes for official agency-payment resources, and ask the team if the purpose or period is unclear.
Questions about your next step?
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. Call (410) 654-5770, use the Canopy Client Portal for private documents, or contact the team to book a time with our team. Do not put tax documents, Social Security numbers or account numbers in the contact form or email.
General information only, not tax, legal or financial advice. Contact the team about your own situation.
Related resources: Client forms and checklists · More help · Client Portal.