2025
TAX ACTION PLAN
We look forward to helping you with your tax preparation and filing this year! Here is a brief summary of action items to guide you in preparing for the coming tax season.
Canopy Client Portal
1
CLIENT PORTAL
Access Canopy by clicking the button above or by visiting daviesallen.clientportal.com. With Canopy, you can:
- View your document request list
- Upload tax documents securely
- Communicate directly with our team
- Access and store your tax returns
You can also download the Canopy App from the App Store:
TAX ORGANIZER & ENGAGEMENT LETTER
2
Tax Organizer
Tax Organizer
Use the links above to visit our website to complete the organizer and sign the engagement letter. To ensure we prepare your returns accurately, we require clients to complete this form each year.
IRS ID.me ACCOUNT
3
ACCOUNT SETUP
We are asking ALL Davies Allen clients to create an IRS account. Click the button above or visit IRS.gov to create an ID.me account. IRS accounts allow you to:
- Make tax payments online
- Sign a Power of Attorney
- Manage your Taxes
Communicate With Us
4
Once you’ve uploaded all your documents and completed the tax organizer, mark your Canopy tasks “Complete” or send us an email to let us know you’re ready for us to begin preparing your tax return.
www.daviesallen.com
801.255.5854
FAQ
And helpful
things to know
Below, you’ll find answers to frequently asked questions and key tax dates for 2025. If you have any additional questions, feel free to reach out – we’re always happy to help!
Tax Returns,
Vouchers, K-1’s
& Other Docs
+
Client Portal
Tax Returns, Payment Vouchers, K-1’s & other tax documents can be found in your Canopy portal. They are saved in FILES > 202x > TAX RETURNS.
Download the Canopy App from the App Store:
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Your Feedback
+
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More Than
Tax Returns
+
Prepare my 1099’s
Need help with 1099’s? Send us your 1099 information so we can help you prepare and file them to your subcontractors, attorneys, landlords, and others.
We also have an advisory department to help with your bookeeping needs.
2025 Critical
Tax Dates
Payment Online
1099 Filing Deadline 1/31
* Business Information Submission Deadline 2/21
Filing Deadline for Business Returns 3/17
* Individual Information Submission Deadline 3/21
Filing Deadline for Individuals and Trusts Returns 4/15
2025 Q1 Estimated Payment 4/15
2025 Q2 Estimated Payment 6/16
* Extended Business Information Submission Deadline 8/22
2025 Q3 Estimated Payment 9/15
Extended Filing Deadline for Business Returns 9/15
* Extended Individual Information Submission Deadline 9/26
Extended Filing Deadline for Individual Returns 10/15
Start Tax Planning 11/15
Utah PTE Filing Deadline 12/31
2025 Q4 Estimated Payment 1/15/26
* Davies + Allen Client Info & Document Submission Deadlines