Form D · Business Services
Canopy Tax, Inc.
South Jordan, UT · CIK 0001613287
Offering snapshot reported Apr 24, 2025 · SEC filing
- Reported sold
- $36.5M Offering amount: $36.5M
- Investors reported
- 10 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Apr 10, 2025 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Apr 24, 2025 | Initial | $36,477,141 | No comparison | 10 | SEC filing |
| May 9, 2024 | Initial | $19,999,966 | No comparison | 18 | SEC filing |
| Aug 5, 2021 | Amendment | $22,033,848 | No comparison | Not reported | SEC filing |
| Mar 30, 2021 | Initial | $16,547,069 | No comparison | 11 | SEC filing |
| Feb 7, 2020 | Initial | $8,000,000 | No comparison | 11 | SEC filing |
| May 17, 2018 | Amendment | $41,724,987 | $14,024,994vs Mar 28, 2018 | 12 | SEC filing |
| Mar 28, 2018 | Initial | $27,699,993 | No comparison | 9 | SEC filing |
| Mar 14, 2017 | Initial | $18,616,181 | No comparison | 7 | SEC filing |
| Jun 19, 2015 | Initial | $7,000,000 | No comparison | 2 | SEC filing |
| Jul 22, 2014 | Initial | $1,999,000 | No comparison | 5 | SEC filing |
Offering details
- Securities
- Equity
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-544374
Source: Form D, filed Apr 24, 2025. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Kurt Avarell | Director, Executive, Promoter |
| Davis Bell | Director, Executive |
| Brian Crofts | Director |
| Brain Crofts | Director |
| Rodney Gilbert | Director |
| Stewart Gollmer | Director |
| Josh Harmsen | Director |
| Joshua Harmsen | Director |
| Steve Lula | Director |
| Ned May | Director |
| Chad Packard | Director |
| Chetan Puttagunta | Director |
| Jordan Ray | Director, Executive |
| Ankit Sud | Director |
| David Yoo | Director |
Issuer details
Industry: Business Services (See others in industry)
Address:
10355 S Jordan Gateway Suite 500
South Jordan, UT, 84095
South Jordan, UT, 84095