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Need to make an appointment? Please email the front desk or call us at (706) 677-2700 — appointments must be scheduled through Bre or Candice at our front desk.

Resources & Tax Tools

Official links and tools to help you manage your tax information.

Useful Links

IRS Refund Status:
https://www.irs.gov/refunds
Georgia Tax Center (State Refunds & Payments):
https://gtc.dor.ga.gov/

Not sure which form applies?

Our IRS Enrolled Agents will handle it. Call us or send your documents through the secure portal and we respond the same business day.

What you need to access your tax records online

  • The tax year you are verifying
  • Your most recent AGI (Adjusted Gross Income)
  • Your most recently filed tax return
  • Verification information for IRS & GA

Checklist: Save time at intake

Gather the most common items ahead of time to reduce back-and-forth and speed up your return or payroll setup.

Individual tax document checklist

  • Prior-year return
  • W-2s, 1099-NEC/INT/DIV/B, 1099-K
  • Education forms (1098-T), childcare totals
  • Mortgage interest, property tax, closing statements
  • Charitable receipts, medical expenses, HSA
  • Driver’s licenses for e-file verification

Small business year-end payroll pack

  • Employee/contractor roster with addresses/SSN/EIN
  • Year-to-date wage/withholding totals
  • Benefits, bonuses, fringe details
  • State account numbers and rates (DOL/DOR)
  • Any third-party sick pay statements
  • Bank account for direct deposit and tax payments

When to call us vs DIY

Call us

  • Multi-state, K-1s, or new business filing
  • Sales tax, payroll, or IRS/GA notices
  • Need a clear turnaround date and pricing range

DIY is fine

  • Single W-2, no dependents, no itemization
  • Simple address change or payment plan setup
  • Downloading wage transcripts or refund checks

Quick answer: Common tax questions

Track refunds at IRS.gov/refunds or Georgia Tax Center, call IRS 1-800-829-1040 for individual returns, and remember extensions delay filing—not payment.

  • Use secure upload to share documents
  • We can respond to IRS or GA notices for you
  • Call (706) 677-2700 for personalized help
Tax Resources & Tools | Haynes Business Services