HELPFUL TOOLS & INFORMATION
Prepare for your appointment, find useful tax tools, and get answers to common questions.
GET READY FOR YOUR APPOINTMENT
Use these lists as a starting point. Contact our office for a checklist tailored to your filing situation or business needs.
OFFICIAL TAX TOOLS
These links open official government websites in a new tab.
INTERNAL REVENUE SERVICE
Access the IRS refund page and Where’s My Refund? tool.
Check your federal refund ↗GEORGIA DEPARTMENT OF REVENUE
Find Georgia’s official instructions for checking your state income tax refund.
Check your Georgia refund ↗INTERNAL REVENUE SERVICE
Explore payment methods and payment information directly from the IRS.
View IRS payment options ↗INTERNAL REVENUE SERVICE
Learn how to request your federal tax records and transcripts.
Access tax record information ↗COMMON QUESTIONS
Use the Schedule an Appointment button to open our online calendar, or call (770) 864-8664 for assistance.
Contact our office for the secure document-sharing instructions for your account. Please use that method for identification documents, Social Security numbers, and sensitive financial records.
Yes. We will discuss the businesses involved, the time period, the bank and credit card accounts, and your current accounting records to determine the scope of the cleanup.
Contact our office and keep the complete notice and its envelope. Tell us the notice type and response deadline so we can discuss the next step.
We are located at 2302 Parklake Dr, Ste 390, Atlanta, GA 30345. Please schedule an appointment before visiting.
View contact details & directions →Thoughtful support for your taxes, your books, and your business.