Tips for individual taxpayers to make filing easier
To speed refunds and help with their tax filing, the IRS urges people to follow these simple steps:
1. Get Organized Early: Gather your W-2s, 1099s, receipts, and financial documents now. We recommend sending in your tax documents prior to meeting with your tax professional.
2. Use our electronic SafeSend Returns to receive and sign your tax return:
- Receive your completed tax return securely
- View, sign, save, and print electronically
- Get estimated tax payment reminders
- Forward your tax documents securely (e.g., to your bank)
3. Double-Check Deductions: Don’t miss often-overlooked deductions, like charitable gifts or education expenses.
4. Use Direct Deposit. The IRS is phasing out paper tax return checks under the executive order Modernizing Payments To and From America’s Bank Account.
5. Keep Records: Store important tax documents in a safe place for future reference.
6. Ask for Expert Help: Unsure about something? Our team of tax experts are here to guide you.
Check IRS.gov for the latest tax information.
To check the status of your refund, visit the IRS tool, Where’s My Refund.
Questions or need to schedule your tax appointment?
Talk to one of our tax experts by calling (888) 388-1040.
