Tax Resources

Quick links to check your refund, pay the IRS, protect your identity, and get ready for your appointment. All links go to official government websites.

Check your refund

Federal refund (IRS)

Where's My Refund? Status updates about 24 hours after e-filing.

Check federal refund

¿Dónde está mi reembolso?

Consulte su reembolso federal en español.

Ver reembolso (IRS)

Amended return

Track a Form 1040-X. Allow about 3 weeks after filing before it appears.

Check amended return

State refunds

North Carolina

NC refund status

South Carolina

SC refund status

Florida & Texas

No state personal income tax, so there is no state refund to track.

Pay, view your account & protect your identity

IRS Direct Pay

Pay a balance or estimated tax from your bank account, free.

Make a payment

IRS Online Account

See your balance, payments, and tax records.

Open online account

Identity Protection PIN

A 6-digit PIN that helps stop someone from filing a return in your name.

Get an IP PIN

IRS news & updates

Latest announcements, filing-season news, and tax law changes.

IRS Newsroom

What to bring to your appointment

  • Photo ID for you (and spouse, if filing jointly)
  • Social Security cards or ITIN letters for everyone on the return
  • Last year's tax return
  • W-2s from every employer
  • 1099s (NEC, MISC, K, INT, DIV, B, R, G, SSA-1099)
  • Business income & expense records
  • Rental property income & expenses
  • Form 1098 (mortgage interest) and property tax bills
  • Form 1098-T (tuition) and 1098-E (student loan interest)
  • Child care provider name, address, tax ID & amount paid
  • Form 1095-A if you had Marketplace health insurance
  • Estimated tax payments made during the year
  • Bank routing & account number for direct deposit
  • Your IP PIN, if the IRS issued you one

Please don't email ID or tax documents. Bring them to your appointment or ask us for a secure upload link.

Key federal deadlines

WhenWhat
Mid-to-late JanuaryIRS begins accepting returns (exact date announced each year)
January 31Employers send W-2s; most 1099s are due to you
April 15Individual returns due, payment due, and Q1 estimated tax
June 15Q2 estimated tax payment
September 15Q3 estimated tax; extended partnership & S-corp returns due
October 15Extended individual returns due
January 15Q4 estimated tax payment (for the prior year)

Deadlines falling on a weekend or holiday move to the next business day. Partnership and S-corp returns are due March 15. Disaster-area relief can change dates — call us if you're unsure.

Questions?

English: 954-940-1027 · Español: 786-521-3433 · Start your intake form