Resources for Smarter Financial Decisions

Guides, tips, and updates to keep you informed and prepared.

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Refund Tracker

Every state handles refunds in different ways. To see the status in your state, or any state you filed a return for, select the link from the drop down menu.

Important: To help establish your identity, many states will ask for the exact amount of your expected refund in whole dollars. If you’re not sure what it is, and we filed your taxes for you, reach out to us for a copy of your return.

Note: The following states do not have income tax, and therefore are not listed:

  • Alaska
  • Florida
  • Nevada
  • New Hampshire
  • South Dakota
  • Tennessee
  • Texas
  • Washington
  • Wyoming

Welcome to Tax Refund Tracker!

Tracking your tax refund is easy with our Tax Refund Tracker. Simply select from the menu below to find out when you will receive your federal and/or state tax refunds.

Open refund tracking site:

What To Bring

Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.

If it’s just after tax season, this “what to bring to your tax appointment” list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.

With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking software on the market which purport to make it easy for you.

But that’s what we’re here for.
Let us be your easy button in MARKETINGCITY.

Filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.

But that’s what we’re here for. Let *us* make it easy for you.

Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful checklist.

Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.

Also note: Certain deductions went away this year, that we’re used to handling on behalf of our clients. And some that you might be used to as well. This list has changed a little, and I’ve notated additional changes coming down the pike.

But again … we will be your guide. That’s what we’re here for.

Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…

Tax Preparation Checklist