PREMIUM FINANCIAL ADVISORS • TAX RESOURCES

Tax Information. Official IRS Tools. One Resource Center.

Use this page to prepare for tax season, find commonly used IRS tools, check your federal refund status, access official tax forms and prepare the documents needed for your return.

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OFFICIAL GOVERNMENT TAX TOOLS

Go Straight to the IRS Source.

These buttons open official IRS resources in a new browser tab. Premium Financial Advisors does not control IRS.gov or the information entered on IRS systems.
OFFICIAL IRS WEBSITE

IRS.gov

Visit the official Internal Revenue Service website for federal tax information, taxpayer tools, updates and services.

VISIT IRS.GOV →
IRS REFUND TOOL

Where's My Refund?

Use the official IRS refund page to check the status of a federal income tax refund after your return has been filed.

CHECK IRS REFUND STATUS →
IRS WITHHOLDING TOOL

Tax Withholding Estimator

Use the IRS withholding estimator to review federal withholding for eligible W-2 employment, pension or annuity income.

OPEN IRS WITHHOLDING ESTIMATOR →
OFFICIAL FORMS

IRS Forms & Publications

Find current IRS forms, instructions and publications, including Form 1040, Form W-4, Form W-9 and other federal tax documents.

VIEW IRS FORMS →
ONLINE ACCOUNT

IRS Online Account

Access IRS account tools for eligible taxpayers, including certain tax records, payment information and account details.

IRS ONLINE ACCOUNT →
IRS PAYMENTS

Make an IRS Payment

Visit the official IRS payment center for federal tax payment options and payment information.

IRS PAYMENT OPTIONS →
WHERE'S MY REFUND?

When Can You Check Your IRS Refund?

According to the IRS, federal refund status information is generally available based on how and when the return was filed.
24 HOURS After e-filing a current-year federal return.
3 DAYS After e-filing a prior-year federal return.
4 WEEKS After mailing a paper federal return.
CHECK WHERE'S MY REFUND →
TAX PREPARATION CHECKLIST

Get Your Documents Ready First.

01 / ID

Identity Information

Have applicable taxpayer and spouse identification information ready for your tax-preparation appointment.

02 / INCOME

Income Documents

Collect W-2s, 1099s and other applicable income records before starting your return.

03 / DEPENDENTS

Dependent Information

Have the information and supporting documentation needed to evaluate dependent and credit eligibility.

04 / BUSINESS

Business Records

Self-employed taxpayers should organize applicable business income and expense information.

WHAT SHOULD I GATHER?

Different Returns Need Different Information.

Individual Taxpayers

  • W-2 wage statements
  • Applicable 1099 forms
  • Federal withholding information
  • Dependent information
  • Education-related tax documents, if applicable
  • Retirement or Social Security documents, if applicable
  • Health insurance Marketplace forms, when applicable
  • Prior-year tax information when needed

Self-Employed & Business

  • 1099 income records
  • Business income records
  • Business expense records
  • Mileage information when applicable
  • Equipment or asset information
  • Estimated federal tax payment records
  • Business bank or bookkeeping records
  • Other applicable business tax information
PAYCHECK WITHHOLDING

Getting a Huge Refund Isn't Always the Only Goal.

The IRS Tax Withholding Estimator can help eligible W-2 workers and certain pension or annuity recipients review how much federal income tax is being withheld. The IRS recommends checking withholding when major life or income changes occur.
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PREMIUM FINANCIAL TAX TOOL

Want a Preliminary Refund Quote?

Use our 2025 + 2026 Refund Estimator before your official tax review. Enter basic income, withholding, dependent and self-employment information to receive a preliminary estimate.
CALCULATE MY REFUND → TAX PREPARATION →
ALREADY WORKING WITH US?

Your Client Tools Are One Click Away.

Use Client Resources to access tax intake tools, document-upload options, appointment links and other client support resources.
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NEED MORE THAN A RESOURCE?

Let Premium Financial Advisors Help With the Return.

Resources can help you prepare. When you're ready to complete your tax return, schedule your next step with Premium Financial Advisors.

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