Taxpayer Resources

Here's a few resources that can help you have a smooth and stress-free tax season

Where's My Refund

did you know that you can track your refund at any time to get a real-time update? Utilizing where's my refund make sure you have your filing status, refund amount before any fees/advances, and your ssn. 

Where's My Refund

Where's My Refund Transfer

If you utilize our pay by refund method and/or have any advances, the IRS will send your refund to TPG to handle the refund transfer. Once you get a refund date from the IRS, you may check the status of your refund transfer using this tool using your filing status, refund amount before any fees/advances, and your ssn.  

Where's My Refund Transfer

W4 Withholding Calculator

Whenever you start a new job or when your household situation changes, its important for you to make sure you have the right amount of tax withheld from your paycheck. With doing so, it can help to protect you against having too little tax withheld and facing an unexpected tax bill or penalty at tax time next year, or to adjust the withholding so you receive more in your paychecks and get a smaller refund at tax time. This tool will help you.

Estimate Withholding

View Your IRS Account

You can use this account to get transcripts, make payments, check for data about your most recent tax return, and view notices that you may receive from the IRS. You will have to access this information with certain identification items including credit card/mortgage/student loan account, cell phone registered to you, and more. If you do not have this, you unfortunately cannot access the online account.

IRS Account

Get IRS Transcript

You can request for a transcript (return or account) form the past 4 taxyears at any time by mail by using this link.

Read more

Retrieve an IP Pin

If you were assigned an Identity Protection PIN (IP PIN) and you lost it or you didn't receive the CP01A Notice with your new IP PIN, you'll need to retrieve it or have it reissued to 'e-file' your return.

Retrieve Pin

Where's My Amended Return

If you've filed a 1040X or amended return, you can use this link to track the status and processing of this return. 

Amended Return

Taxpayer Educational Videos

Check out our gallery of educational videos we've curated to specifically for our clients.