Where's My Federal Refund?

To check the status of your refund, please visit the irs.gov website.

To check the status of your refund, you will need the following:

1. Your Social Security Number or ITIN,

2. Your filing status (e.g. single, MFJ, MFS, or HOH), and

3. Your exact refund amount.

New Tax Clients

After setting up your first tax appointment, you may ask yourself, "What exactly do I need to bring to my first appointment?"
For the initial meeting, please bring the following:

  • A copy of your tax return from the prior year.
  • Social security cards for you, your spouse, and any children you will be claiming on your tax return.
  • Driver's licenses for you and your spouse.
  • A voided check if you wish to have your refund direct deposited or your liability direct debited.
  • All tax documents received for the current tax year (e.g. W-2's, 1099's, 1098's, etc.).
  • If you are claiming any children, please provide:
  • A birth certificate or foster parent placement papers.
  • School, medical, daycare OR social service records in the form of a letter on official letterhead from the school, medical provider, social service agency, or place of worship that shows names, common address, and dates.
  • Proof of your child's disability (if child is over 18), if applicable.
  • If your child is over 18, proof of full-time student status.

If you are a business, please bring the following:

  • A copy of the Articles of Incorporation (C-Corps and S-Corps).
  • A Copy of Form 2553 (S-Corps only).
  • A copy of the Partnership Agreement (Partnerships only).
  • Any papers received from the IRS.
  • Records of income and expense and receipts for expenses if available.

If you are a trust or estate, please bring the following:

  • A copy of the Will.
  • A copy of the Trust/Estate papers.
  • Any papers received from the IRS.