Frequently asked questions

EZ Tax Advisors has transitioned to EZE Tax+. EZE Tax+ is continuing the practice while expanding services for individuals, families, estates and businesses.

No, our contact information has not changed. Call 317-343-9516, or email kevin@ezetaxplus.com or mike@ezetaxplus.com.

We will let you know if updated engagement documents are required for your specific tax or advisory service.

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.

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 and are expected to be available through the new portal by the next tax season.

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.

Yes. We are transitioning documents from Canopy to TaxDome, and they are expected to be available by the next tax season.

If you need a document before it becomes available in TaxDome, please contact our office and we will help you get the appropriate record.

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 and we will help you get the appropriate record.

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 a specific record before the transition is complete, please contact our office.

TaxDome is our preferred method for securely exchanging documents and completing tax organizers. It reduces paper, keeps information organized and lets us communicate with you more efficiently.

We understand that not everyone prefers a digital process. We will keep helping clients who need assistance with TaxDome and will maintain in-person and drop-off options.

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.

If you are comfortable doing so, we encourage using TaxDome because it provides a secure and organized way to submit documents and receive requests from our office.

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.

Yes, when appropriate. Depending on the type and complexity of your return, we may ask you to upload documents through TaxDome or use the drop-off process before the appointment.

Our office will let you know what is needed for your specific appointment.

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.

Call the office at 317-343-9516 or send a message through our contact page. Existing clients may also receive scheduling instructions through our client communications.