Tax Resources

Important Tax Resources

As you prepare for tax season, it’s essential to gather all necessary documentation to ensure a smooth and efficient filing process. Having the right information ready not only helps maximize your refund but also ensures full compliance with current IRS regulations.

We recommend setting up your IRS Online Account — it allows you to securely access your tax transcripts, manage payments, and view prior filings all in one place.

Tips for an Easier Tax Season:
    •    Organize your W-2s, 1099s, and deduction receipts early.
    •    Keep track of charitable donations and eligible business expenses.
    •    Review tax credits that may apply to your situation (such as Child Tax Credit or Education Credits).
    •    Consult your Certitude Financials tax professional to explore strategies for minimizing your tax liability.

Remember: Keeping accurate and organized records throughout the year makes tax filing simpler — and helps you identify valuable deductions and credits that can increase your refund.

Have questions or need support gathering your tax documents? Contact us at info@certitudefinancials.com — our team is here to help.

General Assistance

• IRS Customer Service (Individual Taxpayer Inquiries): 1-800-829-1040 (Available Monday–Friday, 7 a.m. to 7 p.m. local time)

• Business Taxpayer Assistance: 1-800-829-4933 (For businesses and specialty tax questions)

Refund and Payment Assistance

• Where’s My Refund Hotline: 1-800-829-1954

(Automated system available 24/7 to check refund status)

• IRS Payment Assistance: 1-888-353-4537

(For payment-related questions and concerns)

IRS Collections and Tax Debts

• Collections Department: 1-800-829-3903

(For questions regarding unpaid tax balances)

• Taxpayer Advocate Service: 1-877-777-4778

IRS Identity Protection and Fraud

• Identity Theft Assistance: 1-800-908-4490

  (For reporting identity theft and resolving related tax issues)