Wondering What's Going On? Check Your Status.
Use the client status center to access updates related to your tax return, credit service, bookkeeping, business service or program enrollment.
Find Your Current Stage.
Check Service Status
Your Return Can Move Through These Stages.
Intake Received
Your tax intake has been received and your client file has been started.
STARTEDDocuments Received
Your submitted tax documents have been added to your client file for review.
DOCUMENTS RECEIVEDMissing Documents
Additional information or documentation is needed before preparation can continue.
ACTION REQUIREDReturn In Preparation
Your tax documents are being reviewed and your return is currently being prepared.
IN PROGRESSRefund Quote Ready
A preliminary return result or refund quote is ready for client review.
QUOTE READYReady for Review / Signature
Your return has reached the client review and applicable signature stage.
CLIENT ACTIONSubmitted to IRS
Your return has been transmitted for IRS processing.
SUBMITTEDIRS Accepted
The IRS has accepted the electronically filed return for processing.
ACCEPTEDIRS Rejected
The electronic filing was rejected and may require a correction or additional client action before retransmission.
ACTION MAY BE REQUIREDRefund Processing
After IRS acceptance, eligible refund processing is handled by the IRS and applicable financial institutions.
IRS PROCESSINGStatus Isn't Just for Tax Clients.
Credit Services
Status updates can include intake received, report review, documents requested, service in progress and follow-up required.
Bookkeeping
Track onboarding, documents received, records under review, books in progress and service completion.
Business Services
Track consultation requests, document review, strategy sessions and follow-up steps.
Tax Academy
Track application, enrollment, payment, onboarding and program-access status.
Missing Documents
If your status says documents are missing, use the client upload page to submit the requested information.
Need Help?
If your status has not changed or you need clarification, contact Premium Financial Advisors.
Waiting on Your Federal Refund?
Business Status vs. IRS Status
Your Premium Financial Advisors status tells you where your file is within the firm's workflow. IRS refund processing is controlled by the IRS and should be checked through official IRS resources after filing.
Don't Let a Missing Step Hold Up Your File.
If your status requires documents, intake information, payment, signature or an appointment, complete the requested step as soon as possible.