Canopy 360 Wealth

More Info

Build confidence in your legacy.

General Info

Canopy 360 is located in Ocala, FL and provides smart financial solutions for both individuals and businesses through accounting and tax preparation services. A wide range of services is offered including financial planning, accounting, bookkeeping and tax return preparation. New Business Setup QuickBooks Training Budgeting Accounting and Bookkeeping Business and Personal Financial Statements Tax Liability Forecasting Tax Return Preparation Business Consulting Analyze Growth Our business services include financial statements, tax preparation and business analysis for corporations, LLC's, S-Corps, partnerships and sole proprietors. We can assist you with profit and loss sheets, quarterly and monthly filings and more. Individuals will benefit from our expertise and assistance with monthly budgeting and cash flow, debt reduction, income tax preparation and personal financial statements. We can also help you with retirement plans and financial planning services. Call today and see how we can help you.

Email

Email Business

BBB Rating

A

BBB Rating and Accreditation information may be delayed up to a week.

Services/Products

Retirement Planning, Taxpayer Representation, Trial Balance Preparation, Tax Planning, Virtual Estimates During COVID-19, Business Accounting, Business Tax Return Preparation, Prior Year Tax Returns, Electronic Tax Filing, Corporate Tax Return Preparation, Accounting, Bookkeeping Services, Budgeting & Forecasting, Estate Management, Business Planning, Estate Planning, Estate Tax Returns, General Ledger Maintenance, Tax Problems, Extensions & Late Filing, State Tax Returns, Tax Consulting, Account Reconciliation, QuickBooks Consulting, Small Business Tax Return Preparation, Amended Tax Returns, Tax Advisors, Tax Problem Resolution, Business Consultants, Tax Advocacy, Mergers & Acquisitions, Small Business Bookkeeping, Trusts, Individual Tax Return Preparation, Financial Planning, Tax Return Preparation, Cost Segregation, Federal Tax Returns, Monthly Bookkeeping, Incorporations, Individual Retirement Accounts.

Brands

Quickbooks

Payment method

all major credit cards, cash, check, debit

Accreditation

Certified Public Accountant

Certified Financial Planners

Better Business Bureau

American Institute of Certified Public Accountants

National Society of Public Accountants

Other Link

Website

Categories

Tax Return Preparation, Accountants-Certified Public, Accounting Services, Taxes-Consultants & Representatives

YouTube Video

Reviews

Details

Phone: (352) 657-3600

Address: 104 SE 1st Ave Suite B, Ocala, FL 34471

Website: Website