Is EZ Tax Advisors still operating?
EZ Tax Advisors has transitioned to EZE Tax+. EZE Tax+ is continuing the practice while expanding services for individuals, families, estates, and businesses.
What happened to Canopy?
Canopy was used for client services during previous tax seasons. We have now transitioned to TaxDome as our current client portal.
Documents and client information previously stored in Canopy are being transitioned to TaxDome. These records are expected to be available through the new portal by the next tax season.
Do I need to create a new TaxDome account?
Yes, existing clients will need to activate or create their TaxDome account when they receive our invitation or instructions.
TaxDome is separate from Canopy, so your TaxDome login will be different from your previous Canopy login. We will provide instructions to help you complete the setup.
Will my documents from Canopy be available in TaxDome?
Yes. We are transitioning documents from Canopy to TaxDome. These documents are expected to be available in TaxDome by the next tax season.
If you need a document before it becomes available in TaxDome, please contact our office. We will help you obtain the appropriate record.
What should I do if I still want to access Canopy?
Canopy is no longer available to access. TaxDome is now our preferred portal for current and future client work.
If you need a document before it becomes available in TaxDome, please contact our office. We will help you obtain the appropriate record.
Can I still drop off my tax documents?
Yes. Clients who have traditionally dropped off their tax documents may continue using the drop-off process.
Please follow our current drop-off instructions and include your contact information. We may contact you if additional information is needed or if we need to schedule a follow-up appointment.
We encourage clients who are comfortable doing so to use TaxDome because it provides a secure and organized way to submit documents and receive requests from our office.
Do I have to use TaxDome?
TaxDome is our preferred method for securely exchanging documents and completing tax organizers. It helps reduce paper, keeps information organized, and allows us to communicate with you more efficiently.
We understand that not everyone prefers a digital process. We will continue working with clients who need assistance using TaxDome and will maintain appropriate in-person and drop-off options.
Can I still have my tax return prepared in person?
Yes. We will continue offering as many in-person tax preparation appointments as our schedule and staffing allow.
Because availability may be limited during the busiest part of tax season, we encourage clients to schedule early. Some clients may be asked to submit documents through TaxDome before their appointment so we can use the meeting time effectively.
Can I bring my documents to my appointment?
Yes, when appropriate. Depending on the type and complexity of your return, we may ask you to upload documents through TaxDome or use the established drop-off process before the appointment.
Our office will let you know what is needed for your specific appointment.
Can new clients use the drop-off process?
Drop-off availability for new clients may depend on appointment capacity, the type of tax return, and whether an initial consultation is needed. New clients should contact us or schedule an initial consultation before dropping off documents.
Will my existing tax records still be available?
Yes. Documents previously stored in Canopy are being transferred to TaxDome and are expected to be available through the new portal by the next tax season.
If you need access to a specific record before the transition is complete, please contact our office.
Has the phone number or email address changed?
No, our contact information has not changed.
Our current contact information is:
Please use the current contact information listed on this website.
Do I need to sign a new engagement letter?
We will let you know if updated engagement documents are required for your specific tax or advisory service.
Are you still preparing individual tax returns?
Yes. We continue to provide individual tax preparation along with business tax services, trust and estate services, bookkeeping, tax planning, and business advising and consulting.
How should I schedule an appointment?
Appointments may be scheduled through our online scheduling page or by contacting the office. Existing clients may also receive scheduling instructions through our client communications.
EZE Tax+
7400 N Shadeland Ave #210
Indianapolis, IN 46250
Phone: 317-343-9516
Email: kevin@ezetaxplus.com
mike@ezetaxplus.com
Office hours: By appointment
