Resources
We've gathered helpful tax tools, links, and information to make your tax experience easier. Bookmark this page and check back throughout the year for updates.
IRS & Federal Resources
- IRS Official Website
Access forms, publications, and tax information directly from the IRS.
- Where's My Refund?
Check the status of your federal tax refund online.
Maryland State Resources
- Maryland Comptroller
Official Maryland state tax authority — file returns, check refunds, and more.
- Maryland Where's My Refund?
Track the status of your Maryland state tax refund.
Tax Planning Tools
- IRS Tax Calendar
Stay on top of important tax deadlines throughout the year.
- Social Security Administration
Access your Social Security statement and benefit information.
- EFTPS — Electronic Federal Tax Payment System
Make federal tax payments online securely and on time.
State Refund Trackers
Helpful Tips
- Tax Document Checklist
Gather W-2s, 1099s, mortgage interest statements, charitable donation receipts, and prior year returns before your appointment.
- Record Retention Guide
Keep tax returns for at least 3 years. Keep records related to property until you sell it, plus 3 years.
- Identity Protection PIN
An IP PIN helps prevent someone else from filing a tax return using your Social Security number.
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