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Tax Resources

Track your refund, check the deadlines that apply to you, and gather what you need before we start. Everything links straight to the official source.

Where’s my refund

Track your refund

Refund status is published by the IRS and each state tax agency — not by us — so these links take you directly to the official tracker.

Federal refund

Check the status of your federal return. Have your Social Security number, filing status and exact refund amount ready.

Track federal refund

Amended return

Filed a Form 1040-X? Amended returns take considerably longer — often several months — and have their own tracker.

Track amended return

State refund

Select your state to open its official tax agency refund page in a new tab.

Mark your calendar

Key tax deadlines

The dates below are the standard annual deadlines. When one falls on a weekend or a legal holiday, it moves to the next business day — and the IRS occasionally grants disaster-related extensions by region.

January 31

Employers must furnish W-2 forms to employees, and payers must furnish 1099-NEC forms to contractors. Fourth-quarter payroll returns are due.

March 15

Calendar-year S corporations (1120-S) and partnerships (1065) file their returns or request an extension. K-1s go out to owners.

April 15

Individual returns (1040) and calendar-year C corporations (1120) are due, along with the first estimated tax payment of the year and IRA contributions for the prior year.

June 15 & September 15

Second and third estimated tax payments. September 15 is also the extended deadline for S corporations and partnerships.

October 15

Extended deadline for individual returns. An extension gives you more time to file — not more time to pay.

January 15

Fourth and final estimated tax payment for the prior tax year. Paying on time avoids underpayment penalties.

Not sure which of these apply to you?

Get in touch and we’ll go through your filing calendar together.

Get organized

Tax appointment checklist

You do not need any of this to request a free consultation — that takes your name and one way to reach you. This list is for later, once you have decided to go ahead and it is time to send your documents. Anything that does not apply, simply skip, and upload the rest through the secure client portal.

Personal information

  • Photo ID for you and your spouse
  • Social Security or ITIN cards for everyone on the return
  • Dates of birth for all dependents
  • Last year’s federal and state returns
  • Bank routing and account numbers for direct deposit
  • IRS Identity Protection PIN, if you were issued one

Income

  • W-2s from every employer
  • 1099-NEC and 1099-K for self-employment and app income
  • 1099-INT, 1099-DIV and 1099-B for interest, dividends, investments
  • 1099-R and SSA-1099 for retirement and Social Security
  • 1099-G for unemployment or state refunds
  • Rental income and expense records

Deductions & credits

  • Form 1098 — mortgage interest and property taxes
  • Form 1098-T and 1098-E — tuition and student loan interest
  • Form 1095-A, 1095-B or 1095-C — health coverage
  • Childcare provider name, address, EIN and amounts paid
  • Charitable contribution receipts
  • Medical expenses, if they were substantial

Self-employed & business

  • Income summary and all 1099s received
  • Expense records by category
  • Mileage log — total, business and commuting miles
  • Home office square footage and household expenses
  • Asset purchases for depreciation
  • Business bank and credit card statements

Payments made

  • Estimated tax payments — dates and amounts, federal and state
  • Prior-year overpayment applied forward
  • Retirement contributions (IRA, SEP, Solo 401(k))
  • HSA contributions and Form 5498-SA

Life changes this year

  • Marriage, divorce or a new dependent
  • Bought or sold a home — bring the closing statement
  • Moved to a different state
  • Started or closed a business
  • Any IRS or state notices received
Upload to the portal
Official tools

IRS forms, publications & calculators

Links to the primary sources we use every day. All open on IRS.gov.

IRS forms & instructions

Every current federal form and its instructions, plus prior-year versions.

Open on IRS.gov

IRS publications

Plain-language guidance on deductions, credits, business expenses and more.

Open on IRS.gov

Tax withholding estimator

Check whether your paycheck withholding is on track and adjust your W-4.

Open on IRS.gov

Make a payment

Pay a balance due or an estimated payment directly from your bank account.

Open on IRS.gov

Your IRS online account

View your balance, payment history, transcripts and notices in one place.

Open on IRS.gov

Taxpayer Bill of Rights

The ten fundamental rights every taxpayer has when dealing with the IRS.

Open official page
Frequently asked questions

Answers to the questions we hear most

How long does a refund usually take?
The IRS generally issues most refunds within 21 days of accepting an e-filed return with direct deposit. Returns claiming certain credits, paper-filed returns, and anything flagged for review take longer. Amended returns are measured in months, not weeks.
What if I can’t pay what I owe?
File on time anyway — the failure-to-file penalty is much larger than the failure-to-pay penalty. Then let’s talk. The IRS offers installment agreements and other options, and we can help you request the one that fits.
I received a letter from the IRS. What now?
Don’t ignore it and don’t panic — many notices are routine. Upload it to the portal and we’ll read it, explain what it actually says, and tell you exactly what response is required and by when.
Do I have to file in more than one state?
Possibly — if you moved during the year, worked remotely for an out-of-state employer, or earned rental or business income elsewhere. We handle multi-state returns routinely and will sort out which states are owed a filing.
How long should I keep my tax records?
Three years from the filing date covers most situations, but keep records for six years if you might have understated income, and keep property and investment records for as long as you own the asset plus three years. Returns themselves are worth keeping permanently.
Can you handle a return I filed incorrectly in a prior year?
Yes. We review prior-year returns and file amendments where it makes sense — sometimes that means a refund you never claimed. Generally you have three years from the original filing date to amend.
¿Ofrecen servicios en español?
Sí, completamente. Consulta inicial, preparación de su declaración, contabilidad y soporte durante todo el año — todo disponible en español.

Still have a question?

Call (571) 314-1000 or send us a message — the first consultation is free.