Helpful Tax Information

Looking for your refund? The IRS look-up tool will give an approximation of when your refund will post. Please note, the IRS determines all timelines and estimations.

Here you can find any IRS tax form or publication. Once you're on that page, simply put the form or publication you're looking for in the search bar.

Sometimes you find a mistake after filing your taxes and need to file for an amendment. Let your tax preparer know if you need assistance with amending your return.

Looking at your state's webpage will give you the most up-to-date refund information. When checking your status, keep in mind you will have access to all the same information as phone representatives. When calling, you may experience long hold times.

It is very important that dates are remembered when it comes to filing taxes. You never want to miss important tax deadlines. If you are unsure of what dates may be important for you, or need an extension for more time-be sure to ask your tax preparer for further assistance.

Before you start, make sure your photo ID is current and gather your income forms, Social Security cards for everyone on the return, and any records of business income and expenses. If you're not sure what to have ready, call 833-787-8291 or email us and we'll point you in the right direction.