TAX RESOURCES
Tax Resources Made Simple.
Helpful Information for a Smoother Filing Experience
Tax preparation doesn’t have to feel overwhelming. Explore helpful resources, important tax information, and tools designed to help you stay informed and prepared throughout the filing process.
01. PREPARE TO FILE
What Documents Do I Need?
Get prepared before filing with a simple checklist of common documents and information you may need for your tax return.
02. REFUND INFORMATION
Track Your Refund
Already filed? Access the official IRS refund tool to check the status of your federal tax refund.
03. TAX INFORMATION
Important Tax Dates
Stay informed about important filing deadlines and other dates that may apply to your tax situation.
PREPARE TO FILE
Tax Preparation Checklist
Being prepared can help make your tax filing experience smoother. Use this general checklist to gather the documents and information that may apply to your tax situation.
PERSONAL INFORMATION
☐ Photo identification
☐ Social Security cards or ITIN documentation
☐ Dependent information
☐ Prior-year tax return, if available
INCOME DOCUMENTS
☐ W-2 forms
☐ 1099 forms
☐ Self-employment income records
☐ Other applicable income statements
CREDITS & DEDUCTIONS
☐ Childcare information
☐ Education documents
☐ Mortgage interest information
☐ Charitable contribution records
☐ Other applicable deduction or credit documents
SELF-EMPLOYED & BUSINESS
☐ Business income records
☐ Business expense records
☐ 1099 forms received
☐ Mileage records, if applicable
☐ Other relevant business documents
This checklist is a general guide. Documents needed may vary depending on your individual tax situation. D’Elite Prestige Tax Services will let you know if additional information is required.
IMPORTANT TAX DATES
Stay Ahead of Tax Deadlines.
Staying aware of important tax dates can help you prepare ahead and avoid unnecessary delays. Check back for updated federal filing deadlines and other important dates throughout the tax season.
SELF-EMPLOYED CLIENTS
Estimated Tax Payments
Estimated tax payments are generally due April 15, June 15, September 15, and January 15 of the following year, subject to weekend, holiday, and other special rules.
INDIVIDUAL FILERS
Federal Filing Deadline
2027 filing-season dates will be updated as official IRS deadlines are announced.
NEED MORE TIME?
Filing Extensions
An extension generally provides additional time to file, but it does not extend the time to pay taxes owed.
Tax deadlines may vary based on individual circumstances, weekends, holidays, disaster relief, and IRS announcements. Always verify current deadlines with the IRS or your tax professional.
OFFICIAL IRS RESOURCES
Helpful Tools When You Need Them.
Need additional tax information? These official IRS resources can help you access tax records, manage your account, make payments, and find answers to common federal tax questions.
TAX RECORDS
Get Your Tax Transcript
Access available tax transcripts and records directly through the IRS.
IRS ONLINE ACCOUNT
Manage Your Tax Account
View available account information, balances, payment history, notices, and other tax details.
IRS HELP
Find Tax Information
Explore official IRS guidance and answers to common federal tax questions.
READY TO GET STARTED?
Let’s Make Tax Filing Feel Simpler.
Ready to take the next step? Complete our quick intake form and tell us about your tax preparation needs. D’Elite Prestige Tax Services will follow up with the information you need to move forward.
Professional. Personalized. Client-Focused.