To keep your tax and financial documents secure (and make uploading super easy), please download the Canopy Client App on your phone. With the app, you can upload documents, send messages, and stay on top of requests from our team—right from your device.
[Button text]: Download for iPhone
[Link]: (paste your App Store link here)Image to add here: iPhone App Store screenshot / Canopy Client app preview (iPhone)
[Button text]: Download for Android
[Link]: (paste your Google Play link here)Image to add here: Google Play screenshot / Canopy Client app preview (Android)
If you’re not sure what email to use or you’re having trouble accessing your account, contact us and we’ll help you get set up.Premier Choice
Phone: (417) 616-3291
Email: info@premierchoicetax.com
If you are a current client you can use the link to log into your secure portal. Here you can review and send documents and manage your account.

Annual Intake Forms
Click here to access form
Even if we’ve worked together before, we still require updated intake forms each year for both new and returning clients. Households change quickly, and this step helps us confirm we have the correct information so we can file accurately and avoid delays.


Premier Choice Tax supports clients with payroll needs by referring them to Gusto, a trusted third-party payroll provider. This referral relationship allows us to connect clients with a modern, user-friendly payroll platform while our team stays focused on what we do best—tax strategy, compliance, and year-round advisory support.
Premier Choice Tax supports clients with payroll needs by referring them to Gusto, a trusted third-party payroll provider. This referral relationship allows us to connect clients with a modern, user-friendly payroll platform while our team stays focused on what we do best—tax strategy, compliance, and year-round advisory support.
We refer clients to Gusto when they need a reliable payroll system that helps streamline:
Gusto is a strong fit for many of our small business clients because it’s designed to be straightforward, efficient, and scalable as a business grows.
When a client is a good fit for Gusto, Premier Choice Tax will:
Gusto is a separate company from Premier Choice Tax. Payroll services are provided directly by Gusto under their own terms and service agreement. Premier Choice Tax does not control Gusto’s platform, pricing, or service delivery.
Depending on the specific referral arrangement, Premier Choice Tax may receive compensation (such as a referral fee or account credit) if a client signs up through our referral. We disclose this to clients as part of our commitment to transparency.
This relationship helps clients get:

LegalShield is a membership-based legal service that gives individuals, families, and small businesses affordable access to legal help—without the stress of paying high hourly attorney fees.
With a LegalShield plan, members can typically get things like:
LegalShield is a membership-based legal service that gives individuals, families, and small businesses affordable access to legal help—without the stress of paying high hourly attorney fees.
With a LegalShield plan, members can typically get things like:
It’s designed for “real life” legal needs—so instead of waiting until something becomes a big (and expensive) problem, you can talk to an attorney early and get direction fast.

IDShield is a nationwide identity theft protection and identity monitoring service designed to help safeguard your personal information and reduce the risk of fraud. It offers credit monitoring, dark web monitoring, and real-time alerts for suspicious activity, plus dedicated identity restoration services to help you recover quickly if y
IDShield is a nationwide identity theft protection and identity monitoring service designed to help safeguard your personal information and reduce the risk of fraud. It offers credit monitoring, dark web monitoring, and real-time alerts for suspicious activity, plus dedicated identity restoration services to help you recover quickly if your identity is stolen. With coverage available across the United States, IDShield provides an added layer of personal data protection for individuals and families looking to stay proactive against identity theft and financial fraud.
