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

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