RESOURCES
WHERE'S MY REFUND?
Federal Returns
Please use the buttons below to check on the status of your return. Please note, it can take up to 3 weeks after submission for status information to be updated.
State Returns
In order to find out the status of your State return please use the selection box below. This will direct you to the status details that are provided by each State.
WHAT TO UPLOAD TO TAX PORTAL TO PREPARE RETURNS
To ensure we are able to do the best job possible please bring the following items to your appointment:
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Prior Year Return Copies (3 Years)
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Personal & Dependent Info (SSN, Date of Birth, Relationship)
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Income Statements (W-2’s, 1098, 1099, K-1’s)
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Itemized Deductions (Mortgage Interest, State & Local Taxes Paid, Real Estate Taxes, Closing Statements, Donations, Job Related Expenses)
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Retirement / Education (IRA’s, HSA’s, 1098-T, 1099-Q, NYS Saves Contributions)
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Stocks & Mutual Funds (Date of Purchase / Sale, Purchase Price, Cost Basis, 1099-B)
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Rental Properties (Summary of Income & Expenses, Type, Address, Date of Purchase, Closing Statements)
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Business Use of Home (Square Footage, Date Placed in Service, Utility Expenses, Purchase Price)
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Residential Energy Improvements (Heating / Cooling Systems, Water Heaters, Windows, Doors, Insulation, Solar)
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Estimated Tax Payments (Dates & Amounts Paid)
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Moving Expenses (Costs to move household goods, storage expenses, trip for final move)
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Tax Organizer
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Signed Engagement Letter