Have questions or ready to take the next step toward stress-free tax preparation and filing? Our team is here to assist you. Feel free to reach out to us through our convenient contact form, or give us a call directly.
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Once your documents are submitted through our online portal, the typical turn-around time to be contacted regarding the next steps is 24 to 48 business hours
Timeline: Most taxpayers who file electronically (e-file) and choose direct deposit receive their refund within 21 calendar days of the IRS accepting their return.
Checking Status: You can usually start checking the status of your refund 24 hours after the IRS accepts your e-filed return using the "Where's My Refund?" tool on the IRS website.
You need this information for yourself, your spouse, and all dependents you plan to claim.
Social Security Numbers (SSN) or Taxpayer ID Numbers (ITIN) for yourself, your spouse, and all dependents.
Dates of Birth for everyone on the return.
Government-issued Photo ID (like your driver's license), especially if filing a state return or with a tax preparer.
Prior Year's Tax Return: A copy of last year's tax return is helpful, and you'll need your Adjusted Gross Income (AGI) from that year if you are e-filing.
Bank Account Information: Routing and account numbers for direct deposit of your refund or direct debit of any taxes you owe.
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