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We are your Premier Choice
  • Home
  • About
  • Tax Services
  • Insurance
  • Events
  • Contact
  • Resources
  • FAQ
  • Exclusive Access

Cllient POrtal Access

Get the Canopy Tax App

 

Download the Canopy Client App (iPhone or Android)

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.

iPhone (Apple App Store)

  1. Open the App Store
  2. Search: “Canopy Client”
  3. Tap Download / Get
  4. Log in using the email you used with Premier Choice

[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)

Android (Google Play Store)

  1. Open the Google Play Store
  2. Search: “Canopy Client”
  3. Tap Install
  4. Log in using the email you used with Premier Choice

[Button text]: Download for Android
[Link]: (paste your Google Play link here)Image to add here: Google Play screenshot / Canopy Client app preview (Android)

Need help logging in?

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 sign on to your client portal by clicking the link below.

Current Client Portal Login

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.

Client Portal

Intake Form

Client Electronic Intake Form

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.   

Resources

Where's my refund?

Refund Status

What is ID.ME ? ID.ME is an online identity verification and sign-in service. Many U.S. government agencies use it to confirm that the person creating an account is really who they say they are. Once verified, you can use your ID.me login to access certain government websites and services.

Get My ID.ME

Get Started with Payroll

Get Started with Payroll

Get Started with Payroll

 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.


Why we r

 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.


Why we refer payroll to Gusto

We refer clients to Gusto when they need a reliable payroll system that helps streamline:

  • Employee and contractor payroll processing  
  • Payroll tax calculations and filings  
  • Year-end payroll forms (like W-2s and 1099s)  
  • Ongoing payroll compliance support and reporting

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.

How it works for clients

When a client is a good fit for Gusto, Premier Choice Tax will:

  • Provide a referral link or introduction to get the client set up
  • Coordinate as needed to ensure payroll setup aligns with the client’s tax structure and compliance requirements (especially for LLCs and S-Corps)
  • Support the client on the tax/advisory side to ensure payroll decisions (like reasonable compensation and withholdings) match the overall tax plan

Important disclosure (third-party relationship)

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.

The value to clients

This relationship helps clients get:

  • A dependable payroll solution without having to research vendors from scratch
  • A smoother experience between payroll and tax planning
  • Fewer payroll-related compliance headaches during the year and at tax time

Get Started

LegalShield

Get Started with Payroll

Get Started with Payroll

 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:

  • Phone consultations with a licensed attorney
  • Help reviewing contracts and legal documen

 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:

  • Phone consultations with a licensed attorney
  • Help reviewing contracts and legal documents
  • Letters or calls made on your behalf (for common disputes)
  • Guidance for everyday legal situations (landlord/tenant, consumer issues, traffic matters, family-related questions, etc.)
  • For small businesses: support with routine business legal needs (contracts, collections letters, compliance questions, and more)

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.


Get Started

IDShield

Get Started with Payroll

IDShield

 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.

Get Started

We are your Premier Choice

1200 East Woodhurst Drive Ste G-100, Springfield, MO, USA

417-616-3291

Copyright © 2025 We are your Premier Choice - All Rights Reserved. Premier Choice and It's Offilates.

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