YOUR TAX & FINANCIAL RESOURCE CENTER
Helpful information and tools to help you navigate tax season with confidence.
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📋 TAX PREP CHECKLIST
📋 TAX PREP CHECKLIST
Getting ready to file? Start here.
A little preparation can make tax time easier. Use this checklist to gather the information and documents you'll need before starting your return.
📄 Income
W-2s
1099-NEC
1099-K
1099-MISC
1099-INT
Other income documents
💰 Deductions & Credits
Mortgage interest
Student loan interest
Childcare expenses
Charitable donations
Education expenses
💼 Business & 1099
Business income
Mileage
Business expenses
Receipts
Home office information
Prior-year business records
👨👩👧 Personal Information
Social Security numbers
Dates of birth
Dependent information
Prior-year tax return
💰 IRS & TAX TOOLS
💰 IRS & TAX TOOLS
Quick access to helpful IRS tools and services.
Quick access to helpful IRS tools and services.
❓ FREQUENTLY ASKED QUESTIONS
❓ FREQUENTLY ASKED QUESTIONS
How long does it take to file my taxes?
Most returns are filed within 24–48 hours once all required documents are received.
How long does it take to file my taxes?
Most returns are filed within 24–48 hours once all required documents are received.
How do I know if I'll get a refund?
After your return is prepared, we'll review your results together and provide an estimate before submission.
How do I know if I'll get a refund?
After your return is prepared, we'll review your results together and provide an estimate before submission.
Can you help if I owe the IRS?
Absolutely. We'll review your balance and help you understand your options for payment plans or resolution.
Can you help if I owe the IRS?
Absolutely. We'll review your balance and help you understand your options for payment plans or resolution.
💕 WANT TAX TIPS, DEADLINES & MONEY-SAVING INFORMATION?
💕 WANT TAX TIPS, DEADLINES & MONEY-SAVING INFORMATION?
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READY TO TAKE THE NEXT STEP?
READY TO TAKE THE NEXT STEP?
Let's make tax time easier.
Let's make tax time easier.
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