EP Tax and Bookkeeping
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Tools

Prepare for Your Taxes with Our Free Checklist

Stay organized and make your 100% virtual tax filing simple, fast, and stress-free! Our Tax Prep Checklist helps you gather all the documents and information needed to file accurately and maximize your refund.


What’s included:

  • Personal Information: SSN, bank details, last year’s return 
  • Income Documents: W-2s, 1099s, and more 
  • Adjustments & Deductions: IRA contributions, student loans, charitable donations 
  • Freelancer & Gig Expenses: Mileage, home office, business expenses 
  • Tax Credits: Child tax credit, education, energy credits
  • Other Important Documents & Notes
     

How it helps you:

  • Organize your documents before submitting them 
  • Ensure nothing is missed for accurate filing 
  • Save time and reduce stress during tax season

Download the Free Tax Prep Checklist

Resources

Get Your Free Tax Tips Guide

Top 5 Tax Tips      for Freelancers & Individuals – 100% Virtual Filing Edition

Download Free Guide

How It Works

  

  1. Book Your Appointment Online – Choose date/time that works       for you
  2. Upload Documents Securely – W-2, 1099, receipts
  3. We Prepare & Review Your       Taxes – Ensure accuracy and max refund
  4. Receive & E-file Your Return – Done securely online

Get Started – Submit Your Tax Documents Online

To make your 100% virtual tax filing fast, secure, and accurate, please complete our client intake form and upload all necessary tax documents. This ensures we have everything we need to prepare your return efficiently.

What to Do:

  • Fill out the Intake Form with your personal information and tax details.
     
  • Upload your W-2s, 1099s, receipts, and other relevant documents securely.
     
  • Once submitted, our team will review your information and reach out if anything else is needed.
     

Why It Matters:

  • Speeds up your tax filing process
     
  • Ensures accuracy for maximum refund
     
  • Keeps your sensitive information secure and private

Start Your Virtual Filing Now

Check Your IRS Refund Status

Wondering when your federal tax refund will arrive? You can check your refund status quickly and securely on the official IRS website.


Step 1: Gather your information:

  • Social Security Number (SSN)
     
  • Filing status (Single, Married, Head of Household, etc.)
     
  • Exact refund amount from your tax return
     

Step 2: Click the link below to check your refund:
Where’s My Refund? – IRS Official Tool

Step 3: Enter your details and get your refund status instantly.

Tip: The IRS updates the status once a day, usually overnight, so check once daily for the latest information.

Where's my refund

Tax Resolution

If you're facing tax problems, we can help you resolve them quickly and efficiently, allowing you to focus on running your business and achieving your goals.

Contact Us

Book an appointment

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100% Virtual Tax Services - File from Anywhere

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EP Tax and Bookkeeping

Hours

Mon

09:00 am – 05:00 pm

Tue

09:00 am – 05:00 pm

Wed

09:00 am – 05:00 pm

Thu

09:00 am – 05:00 pm

Fri

09:00 am – 05:00 pm

Sat

09:00 am – 05:00 pm

Sun

Closed

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