Resources

For Current Clients

Intuit Link (Current clients only)

Securely upload documents and complete your organizer. Access is provided after onboarding.

IRS Resources

Where’s My Refund?

Check the status of your federal tax refund.

IRS Direct Pay

Pay federal taxes directly from your bank account at no cost.

Get Transcript

View or download your IRS tax return and account transcripts.

Get an Identity Protection PIN (IP PIN)

Obtain a six-digit PIN that helps prevent tax-related identity theft.

Individual Online Account

See your balance, payment history, notices, and tax records.

Tax Withholding Estimator

Check whether your paycheck withholding is on track and update your W-4.

Interactive Tax Assistant

Get answers to common federal tax law questions.

State Resources

Virginia Tax – Where’s My Refund?

Check the status of your Virginia state refund.

Virginia Tax – Online Payments

Make Virginia individual income tax and estimated payments online.

California FTB – Where’s My Refund?

Check the status of your California state refund.

Interactive Tools on This Site

Tax Forms

See which tax forms to expect, when they typically arrive, and sign up for email filing reminders.

Fee Estimate

Get a quick estimate of the cost of your tax preparation.

Tax Calculators

Run quick numbers on common tax and financial scenarios.

Documents to have available for consultation

Please don’t upload or email any documents before onboarding. Once you’re a client, share documents only through your secure Intuit Link portal.

• W-2s from all employers
• 1099s (INT, DIV, B, NEC, MISC, K, R)
• Form 1098 mortgage interest statements and 1098-T (tuition) / 1098-E (student loan interest)
• Form 1095-A if you had Marketplace health insurance
• Schedule K-1s from partnerships, S corporations, estates, or trusts
• Prior-year federal and state tax returns
• Photo ID for you and your spouse
• Social Security numbers and dates of birth for all dependents
• Bank routing and account numbers for direct deposit
• Records of estimated tax payments made
• Charitable donation receipts
• Childcare provider name, address, tax ID, and amounts paid
• Any IRS or state notices you received
• Brokerage equity compensation statements (RSU/ISO/ESPP supplemental information)
• Rental property income and expense records
• Business income and expense records