Resources & Tax Tools
Official links and tools to help you manage your tax information.
Useful Links
IRS Refund Status:
https://www.irs.gov/refunds
https://www.irs.gov/refunds
IRS Tax Payments:
https://www.irs.gov/payments
https://www.irs.gov/payments
Georgia Tax Center (State Refunds & Payments):
https://gtc.dor.ga.gov/
https://gtc.dor.ga.gov/
ID.me:
https://id.me
https://id.me
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