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Form D · on the record

Canopy Tax — $36.48M Form D filing, April 2025

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Canopy Tax, Inc. filed a Form D with the Securities and Exchange Commission on 2025-04-24.

Canopy Tax, Inc. filed a Form D notice of an exempt securities offering with the SEC on April 24, 2025. The filing reports $36.48M sold. Its industry group is Business Services. It names Davis Bell (Executive Officer, Director), Brain Crofts (Director), Josh Harmsen (Director) (SEC Form D, April 24, 2025).

5 more Business Services raises within 90 days of this one ↓

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Canopy Tax, Inc.

New Form D on file · 2025-04-24 · the record

$36.48M
raise on the record
D
filing
10
investors in
UTAH
based
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What the record says

FilingForm D
Filed2025-04-24
Industry groupBusiness Services
Entity typeCorporation
Incorporated inDELAWARE
BasedSouth Jordan, UTAH
CIK1613287
Accession0001613287-25-000002

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More on the people and the money behind Canopy Tax, Inc., from the filings we hold.

More raises like this

Business Services raises filed within 90 days of this one, largest first.

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What the filing shows about Canopy Tax, Inc.

  • 10 investors had already put money in when it filed.
  • The filing names 5 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

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Who the filing names, and in what role

The filing gives Canopy Tax, Inc.'s address as 10355 S Jordan Gateway, Suite 500, South Jordan, UT 84095.

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Who else raised the same week in business services

What the filing says

  • Offered: $36,477,141. Sold: $36,477,141. Left to sell: nothing, all of it is sold. (filing)
  • Investors: 10 had already invested. (filing)
  • Date of first sale: April 10, 2025. (filing)
  • Types of securities: Equity. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters. (filing)

This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.

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Is Canopy Tax, Inc. a real, registered company?

Canopy Tax, Inc. is a registered filer with the SEC (CIK 1613287) and has filed since 2024-05-09. 2 filings are on record, the latest on 2025-04-24.

A filing shows the company exists and what it reports about itself. It is not an audit or a rating.

Who runs Canopy Tax, Inc.?

Canopy Tax, Inc.'s Form D of 2025-04-24 names Davis Bell, Brain Crofts, Josh Harmsen and 2 more as its officers, directors or promoters.

How much has Canopy Tax, Inc. raised?

Its new offerings report $56.48M sold across 2 offerings, as its own filings state.

Filing history · 2 filings on this registrant
Form D · 2024-05-09 · $20MForm D · 2025-04-24 · $36.48M · this page 2024-05-09 2025-04-24

Each marker is one filing. The larger marker is the filing this page is about.

Business Services · by week

Trailing twelve months. 310 filings in Business Services, totalled by week.

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What the filing shows about Canopy Tax, Inc.

  • 10 investors had already put money in when it filed.
  • The filing names 5 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

Example from a real report (our sample on Target): “Target eliminated approximately 1,800 corporate positions, with around 1,000 employees receiving layoff notices and the remainder accounted for by eliminating open roles.” Source: NBC News

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  7. Warning Bells

  8. Sources

    1 cited source found

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Canopy Tax, Inc.: Raised $36.48M, Form D filed 2025-04-24
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Permanent URL: https://mentionfox.com/funding/canopy-tax-inc-form-d-25000001
Last updated 2026-11-04
Primary record: SEC filing 1 · SEC filing 2
Canopy Tax raised $36.48M — SEC Form D filing, April 2025. MentionFox, 2026-11-04. https://mentionfox.com/funding/canopy-tax-inc-form-d-25000001