# Canopy Tax, Inc. — Form D

Canopy Tax, Inc. of South Jordan, UT, a company, filed a Form D exempt-offering notice with the SEC on 2017-03-14. The offering totals $19.9M, of which $18.6M was reported sold. Industry: Business Services.

## Offering

- Filed: 2017-03-14
- Form: D
- Accession: 0001613287-17-000002
- Industry: Business Services
- Exemptions: 06b
- Total offering: $19.9M
- Amount sold: $18.6M
- Remaining: $1.3M
- Investors: 7
- Date of first sale: 2017-02-27
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-282501

## Issuer

- Name: Canopy Tax, Inc.
- CIK: 0001613287
- Entity type: Corporation
- Jurisdiction: DELAWARE
- Incorporated: 2014
- Address: 10355 S Jordan Gateway, South Jordan, UT, 84095
- Phone: 855-616-7305

## Officers, directors & promoters (19)

| Name | Role | Location |
| --- | --- | --- |
| Chetan Puttagunta | Director | Woodside, CA |
| Ned May | Director | Arlington, VA |
| Brain Crofts | Director | South Jordan, UT |
| Josh Harmsen | Director | South Jordan, UT |
| Davis Bell | Director | South Jordan, UT |
| Davis Bell | Executive Officer | South Jordan, UT |
| Ankit Sud | Director | SAN RAMON, CA |
| Steve Lula | Director | South Jordan, UT |
| Chad Packard | Director | San Mateo, CA |
| Brian Crofts | Director | South Jordan, UT |
| Joshua Harmsen | Director | South Jordan, UT |
| David Yoo | Director | Mountain View, CA |
| Kurt Avarell | Director | Highland, UT |
| Kurt Avarell | Executive Officer | Highland, UT |
| Kurt Avarell | Promoter | Highland, UT |
| Stewart Gollmer | Director | Miami, FL |
| Jordan Ray | Director | Lehi, UT |
| Jordan Ray | Executive Officer | Lehi, UT |
| Rodney Gilbert | Director | Lehi, UT |

## Other filings by this issuer (9)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2025-04-24](https://search.stillhousedata.com/formd/0001613287-25-000002) | D | $36.5M | $36.5M |
| [2024-05-09](https://search.stillhousedata.com/formd/0001613287-24-000002) | D | $20.0M | $20.0M |
| [2021-08-05](https://search.stillhousedata.com/formd/0001613287-21-000003) | D/A | $22.0M | $22.0M |
| [2021-03-30](https://search.stillhousedata.com/formd/0001613287-21-000002) | D | $19.5M | $16.5M |
| [2020-02-07](https://search.stillhousedata.com/formd/0001613287-20-000002) | D | $8.0M | $8.0M |
| [2018-05-17](https://search.stillhousedata.com/formd/0001613287-18-000003) | D/A | $43.7M | $41.7M |
| [2018-03-28](https://search.stillhousedata.com/formd/0001613287-18-000002) | D | $37.7M | $27.7M |
| [2015-06-19](https://search.stillhousedata.com/formd/0001613287-15-000002) | D | $8.0M | $7.0M |
| [2014-07-22](https://search.stillhousedata.com/formd/0001613287-14-000001) | D | $2.0M | $2.0M |

## More

- [CIK 1613287 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1613287&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001613287-17-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.