Client Information

Client FAQ

  • Watch this short video describing BOI reporting. For more information and to register, go to www.fincen.gov/boi

    If you would like to engage Realm Business and Tax Advisory to do your BOI report, please reach out to info@realmtax.com.


  • The IRS has been cracking down on underpayments over the last few years. This is due to higher interest rates, insufficient withholding or failure to make Quarterly Estimated Payments.

    This could be a few dollars or several thousand. We recommend all clients pay what is due in order to avoid further penalties / interest. If you feel like there is an error, please let us know.

  • We asked that everyone upload their documents by 3/1 in order to guarantee filing by 4/15. If we received them after that date, we automatically filed an extension. We are getting to these returns in the order recieved and they will be done by the extension filing deadline (9/16 Business and 10/15 Individual).

  • We file extensions for clients all the time. This is an extension to FILE not an extension to PAY. You must pay any tax you think you owe by 4/15. We cannot calculate an estimated tax so pay what you think you may owe or what you paid last year.

  • Due to the various floods, fires, disasters and what have you, there have been issues with all tax software since it was designed for all 50 states and sometimes does not factor in what happened in CA last year. There were several extensions and sometimes it calculated more taxes owed vs what the IRS or FTB required.

    If you got a check that was a few dollars or a few hundred you can cash it!

  • Please check your Canopy Portal for your return, all returns will be placed in your client portal.

  • You can pay your invoice in your Canopy Portal in the Billing tab or you can call 310-376-0455 to pay over the phone. Thank you!

  • Use these links to check on the status of your federal and state refunds.

    IRS: https://www.irs.gov/wheres-my-refund

    CA FTB: https://www.ftb.ca.gov/refund/index.asp

Canopy Client Portal

We are pleased to offer Canopy to our clients as a secure, electronic tax return delivery system, file management hub, and bill pay center. The client-friendly interface allows you to upload your tax information and store previous year returns. Canopy also allows clients to review their returns electronically and sign for e-filing.

Benefits of Using Canopy

  • Receive your tax returns securely and view previous year returns

  • Accessible across all platforms: computer, smartphone, or tablet (via Canopy app)

  • Electronically sign your federal and state e-file authorizations (8879), no printing or mailing necessary

  • Pay invoices electronically

  • Download a copy of your tax return

  • For businesses, conveniently distribute your K-1s electronically

How it Works

  • You will receive an email from Realm Business and Tax Advisory with a “from” address of notifications@realmtax.clientportal.com

  • The email will contain a safe link inviting you to create an account with Canopy

  • After clicking on the link, you will be asked to create a password to set up your client portal

  • Once you have created your password and accessed your client portal, you will be able to upload your tax documents/information, view your tax returns, pay your bill, and sign your e-file forms

Canopy FAQ

  • Yes. Email notifications will be sent from Canopy. To prevent the email from getting filtered to spam/junk, we recommend adding the Canopy email addresses to your safe list.

  • Canopy accessed via the web on any PC or Mac device . Also, Canopy offers an app via the App Store for Apple devices and the Google Play store for Android devices.

  • Yes. You can download and print your return from a computer. Canopy wil store your return in the files tab where you can access it any time.

  • Yes – You can still print, sign and mail your e-file form(s) back to Realm Business and Tax Advisory if you’d prefer to do so.

  • Yes! Once you sign your e-file authorization form(s), you will receive an email stating it was successful. The return will also be available to view in the Files tab of the Canopy portal.

For More Assistance

If you have additional questions regarding Canopy, please contact: 
info@realmtax.com
310-376-0455