Resources
Quick links to check refunds, manage your IRS account, and get organized. Upload documents securely in the Client Portal.
Refund Status
Tip: Have your SSN/ITIN, filing status, and exact refund amount ready. IRS refund status typically updates once per day (overnight).
Your IRS Account
- Sign in / Create Online Account (IRS)
- Get Transcript (IRS)
- Call IRS: 800-829-1040 (individual) • 800-829-4933 (business)
Use your IRS account or help-line to view balances, notices, and resolve tax issues.
Client Portal
Secure uploads, messaging, and e-signature when needed.
Health Insurance Marketplace
- Log in at HealthCare.gov
- 24/7 help-line: 1-800-318-2596 (except holidays)
Access Form 1095-A and update coverage information for premium-tax-credit accuracy.
Document Checklists
- Individual Return checklist (IDs, SSNs/ITINs, banking, W-2/1099, credits, health forms)
- Business Return checklist (P&L, balance sheet, payroll & partner/shareholder info)
- Amended Return (1040-X) checklist
Security tip: Always verify you’re on official IRS or state sites (addresses ending in .gov) before entering personal info.
✔ IRS-Authorized e-File
•
🔒 Encrypted Client Portal
•
🏆 Serving clients since 2017