A useful next step

Tax tools and resources

Prepare for your appointment, find official refund information and explore a financial question.

Tax appointment checklist

Gather the records that apply to your situation and keep your questions together.

Go directly to the official IRS refund page to check your federal return.

Explore a cash flow, savings or borrowing question by changing the assumptions.

Before we talk

Where do I send my documents?

Ask the office for its current document delivery instructions before sending private financial records.

Can a calculator tell me what tax I owe?

A calculation depends on its inputs and assumptions. Discuss your actual return or transaction with your adviser.