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Tax Resource Center 

Tax Resource Center 

Welcome to our Tax Resource Center! Everything you need to prepare for tax season, from checking your refund to booking your appointment!

Flexible Payment Planning

Check Your Federal Refund

You can check the status of your federal tax refund using the IRS's Where's My Refund tool.

You'll need:

  • Social Security

  • Filing Status

  • Exact Refund Amount

Check Your State Refund

Every state has its own system for refund tracking. Processing times and requirements vary, but most ask for identification and refund details.

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Looking for another state? Use this tool to find your state :

What You Need For These Appointments 

Tax Preparation

Tax Preparation

- Form of ID (State ID, Passport, Permanent Residence ID) - Social Security or ITIN - Spouse’s full name and SSN/ITIN (if filing jointly) - Dependents’ full names, SSNs/ITINs, and dates of birth - Forms such as 1099’s or W-2 (from all employers) - Other forms – 1099 (INT, DIV, G, R, B) - 1098 (T, E) - Business income and expenses (if self-employed) If you have any other tax related questions please call our office.

ITIN Application/Renewal

ITIN Application/Renewal

If you are applying: - Form of ID (State ID, Passport, Permanent Residence ID) This will be sent to IRS in Texas - Two forms of address vertification (Phone bill, bank statements) If you are renewing: - Two forms of address vertification (Phone bill, bank statements)

Business Registration

Business Registration

- Form of ID (State ID, Passport, Permanent Residence ID) - Social Security or ITIN - Business Name We help with providing: - EIN - License - Insurance (Optional)

Get Ready for Tax Season

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How to Prepare for Tax Season

  • Gather all of your documents,
    Collect your W-2s, 1099s, Identification, SSN or ITIN, and any receipts for deductions (education, business, donations, etc.).

  • For businesses, make sure to send in bank statements for bookkeeping ahead of time.

  • Book your tax appointment early, avoid the rush and lock in your spot as soon as possible.

Stay Informed

Never miss a deadline or update.

  • When tax season begins.

  • What documents to bring.

  • Deadline reminders.

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WORDS FROM OUR CEO

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Contact Us

7505 New Hampshire Ave. Suite #300
Takoma Park MD 20912

(301) 408-1040

tax@info1040.com
Business Hours

Monday-Friday: 9am-5pm
Saturday: Closed
Sunday: Closed

We operate by appointment only. Remember to book your appointment!

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