Helpful Resources
Track Your Refund
Click here to access the IRS track your refund tool
This helpful tool from the IRS allows you to see when your refund will be direct deposited or mailed. Please let us know if it’s been longer than anticipated and we can contact the IRS to see what’s going on.
Pay the IRS Online
Click here to access IRS Direct Pay
Paying the IRS electronically is our recommended method. Whether you need to make an estimated tax payment or pay your balance due, this tool is the most secure method. Please hold onto your payment confirmation once you’re done.
W-4 - Employee’s Withholding Certificate
You can use this form to adjust your withholding. Whether you just got a new job, or your existing job isn’t withholding enough, this is the form you’ll need. Feel free to reach out to us if you need help determine the appropriate withholding.
W-9 - Request for Taxpayer Identification
If you’re providing services on an independent contractor basis, you’ll likely be asked to provide a W-9. You can use this link to access a fillable form. Make sure to save a filled out copy because you’ll likely be asked for it many times!