Your Questions and Resources:
How do I create an IRS account?
Navigate to the IRS website: Here.
Select “sign in or create an account” and follow the designated steps
Where is my IRS refund?
You can check the status of your federal refund through the IRS website: Here.
You can check your federal refund status using the IRS “Where’s My Refund?” tool or by signing into your IRS Online Account. To use “Where’s My Refund?” you will need your Social Security number or ITIN, filing status, and exact refund amount.
The IRS says most refunds are issued in less than 21 days for electronically filed returns, and refund status is generally available within 24 hours after e-filing a current-year return. Paper returns take longer, with refund status generally available about 4 weeks after filing.
How do I make an online payment to the IRS?
Follow the steps outlined: Here
Important: Make sure you are selecting the correct applicable options in the “Apply Payment to”, “Reason for Payment “, and “Tax Period for Payment” sections.
If you are unsure, please contact us to confirm.
Where is my PA refund?
Utilize the MyPATH refund tracker: Here.
Fill out the applicable information and check your refund status.
How do I retrieve my IP PIN?
A new IP PIN is generated each calendar year. The fastest way to retrieve your current IP PIN is through your IRS Online Account under the Profile section. Depending on how you enrolled in the program, the IRS may also send your IP PIN by mail.
Got an IRS Notice?
To learn more about a notice you received from the IRS, you can search the type of notice on IRS website: Here.
If there is action required and you are still unclear why you received the notice, please provide a copy to our team, so we can help!
How long should I keep my tax records for?
The IRS generally recommends keeping tax records for 3 years from the date you filed your return. Keep records for 6 years if you did not report income that was more than 25% of the gross income shown on your return, and 7 years if you file a claim related to worthless securities or a bad debt deduction. Employment tax records should be kept for at least 4 years after the tax was due or paid, whichever is later.
If you did not file a return, the IRS recommends keeping your records indefinitely. Records related to property, such as purchase documents, improvements, and depreciation, should generally be kept until the period of limitations expires for the year you dispose of the property.
If you are unsure how long to keep a specific document, contact our team.
IRS recommendations for Individual Taxes: Here
IRS recommendation for Employment Taxes: Here