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New York City

Existing Client

Please select the options below to navigate to the appropriate site

RPFS Canopy Secure Client Portal

Secure Online Portal

Canopy is our secure online client portal that we utilize for you to share information, upload documents, and track progress of your tax resolution case.

RPFS MyTaxPortal Link

Tax Preparation Portal

With MyTaxOffice, you can upload your tax filing documents, access questionnaires, disclosure consents and many more important documents securely for an easy and streamlined tax filing experience 


Onboarding Form

New to RP Financial Services?

Please use this form to provide your basic information as we discussed, then we will be in touch with you for the next steps.

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