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Resources

Tax resources, one click away.

Official IRS tools and practical guides curated to help you prepare with confidence.

Official IRS Tools

Official IRS Resource

Access Your IRS Account

View IRS notices, balances, payment history, records, and other account information.

Open IRS Account
Official IRS Resource

Track My Refund

Check the status of your federal tax refund directly through the IRS.

Where's My Refund
Official IRS Resource

Visit the Official IRS Website

Federal tax forms, publications, payment tools, and official IRS guidance.

Visit IRS.gov

External government links may change. Trusted Tax Services is not responsible for the content or availability of third-party websites, and is not affiliated with or endorsed by the Internal Revenue Service. If the IRS account link stops working, visit IRS.gov and choose "Sign in to your account."

Client Checklists & Guides

Guide

Tax Document Checklist

The forms and records you'll typically want ready before filing.

Downloadable version coming soon.

Guide

Tax Deadline Guide

Key federal filing and estimated payment deadlines throughout the year.

Downloadable version coming soon.

Guide

Self-Employed Tax Checklist

Common income, expense, and deduction items for 1099 workers.

Downloadable version coming soon.

Guide

Small-Business Tax Checklist

Prep list for LLCs, S-Corps, partnerships, and sole proprietors.

Downloadable version coming soon.

Guide

New Client Preparation Guide

What to expect and gather before your first filing with us.

Downloadable version coming soon.

Guide

Tax Glossary

Plain-language definitions of common tax terms.

Downloadable version coming soon.

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