After Filing: Track, Payment, Penalties

After you file

What Tax Records Do I Need to Keep & for How Long?

It’s very important to keep your own copies of tax returns, receipts, and other financial records. The general rule is (3) years from your tax filing date, but the time varies for different types of documents. For example, if you have a business or i... read more

Maximize Your Take-Home Pay: Your Video Guide to Updating Your Form W-4 Tax Withholding

Taxpayers who receive a W-2 paycheck use IRS Form W-4 (Employee’s Withholding Certificate) to control how much federal income tax is withheld from their pay throughout the year. Why Accurate Withholding Matters for Your Finances The goal of updating ... read more

How Do I Amend My Taxes? Form 1040X & State Amendments

The two most common reasons to amend your tax return are that you realized you made a mistake or you received a new tax form after you filed. Other common reasons are using the wrong filing status or claiming/not claiming a dependent. Whatever your r... read more

Tax Penalties: How to Prevent or Abate Them!

You think you’re doing great - taxes withheld from every paycheck or quarterly estimates have been paid timely - and suddenly you see a tax penalty. It can happen to even the most conscientious of people. Life happens and some of those life “happenin... read more

All About Tax Audits!

Getting a “love letter” from the IRS can send shivers up your spine. But it’s rarely as bad as we think it is and nothing to fear (unless you’re a criminal, which you aren’t). Most of the time, those IRS letters and notices are only requesting a litt... read more

Stay on Track: W-4s, Quarterly Estimates, & more!

Want a bigger tax refund? With proper planning, tax withholding, or estimated tax payments you have greater control over the amount of tax refund you'll receive, or how much you will owe at tax time. Of course your income, deductions and tax credits ... read more

All About Your Refund: Tracking, Tips, & More!

Did you receive your refund yet? If not, you’re not alone. According to the IRS, your federal refund generally takes around 21 days to get to your bank account. But that’s only if all is good on your tax return -and there are no questions from our fr... read more

What exactly happens if I delete my Data from Intuit Turbotax?

I have used Turbotax Desktop to file my taxes for many years. I DO NOT use the online version of Turbotax to file. I recently downloaded my data from Intuit/Turbotax to see what data was in their records. There was nothing in that data that I want to... read more

Is there a way to amend just my selection to receive the refund up to 5 days sooner? I don’t want to pay the extra $35 for that service.

The wording on that page where you accept or decline was not clear. The first time it popped up during the process I declined it but then it came up a second time, I started to second guess declining it.

Can a tax expert call me to assist with amending my 2025 1099B form. 843-460-8802.

I need to amend my 2025 1099B taxes. I need assistance.

Where is my federal taxes at

I need to know where is my federal taxes at I got my state back but I never got my federal back

Mailed in tax return on February 1st and still haven't heard anything from the IRS on my refund or that they're even in receipt of it.

Calling the direct number for the IRS only gave me the same information as the refund status that you check online. Which they have no record of anything on both. Cannot talk to a live person to see if they're even in receipt of it and possibly proce... read more