RESOURCES
Helpful links and guides for your tax needs
Download Helpful Checklists
Help organize all your tax deductions before your appointment. These forms are available as an Excel® spreadsheet or in PDF format viewable in Adobe® Reader. If you have multiple businesses, use as many checklists. Please contact your Accutax tax specialist if you have questions.
Federal Returns and Tax Topic Links
New York State Returns and Tax Topics
Check the Status of Your Tax Refund
You may call toll-free or go online to check the status of your income tax return e-filed by Accutax. Have the following information handy:
- Your social security number (of primary taxpayer, if filing jointly)
- Your filing status (single, joint, married filing separately, head of household, widow/er)
- The exact dollar amount of refund you are expecting (from your personal copy of tax return)
Federal tax refund
Call toll-free: (800) 829-1954
Or click on this link: IRS Refund Status
To inquire about an offset: (800) 304-3107
New York State refund
Call toll-free: (800) 443-3200 or (800) 225-5829
Or click on this link: New York State Refund Status
Prepare and E-file Your Tax Returns Online
If you have the time to do your own taxes (an average of 18 hours or more, reports say) it’s easy to use the Drake Online tax preparation software from the convenience of your home or office. You can file your returns for less than the cost of similar online services. The tax preparation fee is payable by credit card only, and you need not pay until you are ready to e-file.
Fee schedule
Federal tax preparation fees depend on your income and the complexity of your return. The maximum fee is $69.95. There is no extra charge for a single state return.
What you need
You must have the adjusted gross income (AGI) figure or PIN number from last year’s federal tax return to e-file for the current tax year. Make sure you have all paperwork in front of you and organized into two general categories: Income and Deductions. Take the time before logging onto the Drake site to total your expenses by category, such as medical costs or non-reimbursed employee business expenses.
Drake keeps you posted
Accutax does not provide support for self-preparers, but Drake Online does. Drake will email you when your credit card has been charged and when your tax returns have been accepted by the federal and state tax authorities. If you have any questions about your return that the Help prompts do not answer to your satisfaction, you may use the Contact link to Drake Online customer service.
Agreement
By clicking the link below, you agree to accept full responsibility for preparing your tax return using Drake Online and understand that Accutax Income Tax Services and its subsidiaries will not respond to requests for tax return data, tax preparation assistance, or tax advice.
What to Bring to Your Appointment
Personal Data
Social Security numbers (including spouse and children)
Child care provider tax I.D. or Social Security number
Employment & Income Data
W-2 forms for this year
Tax refunds and unemployment compensation: Form 1099-G
Miscellaneous income including rent: Form 1099-MISC
Partnership and trust income
Pensions and annuities
Alimony received
Jury duty pay
Gambling and lottery winnings
Prizes and awards
Scholarships and fellowships
State and local income tax refunds
Unemployment compensation
Homeowner/Renter Data
Residential address(es) for this year
Mortgage interest: Form 1098
Sale of your home or other real estate: Form 1099-S
Second mortgage interest paid
Real estate taxes paid
Rent paid during tax year
Moving expenses
Financial Assets
Interest income statements: Form 1099-INT & 1099-OID
Dividend income statements: Form 1099-DIV
Proceeds from broker transactions: Form 1099-B
Retirement plan distribution: Form 1099-R
Capital gains or losses
Financial Liabilities
Auto loans and leases (account numbers and car value) if vehicle used for business
Student loan interest paid
Early withdrawal penalties on CDs and other fixed time deposits
Automobiles
Personal property tax information
Department of Motor Vehicles fees
Expenses
Gifts to charity (receipts for any single donations of $250 or more)
Unreimbursed expenses related to volunteer work
Unreimbursed expenses related to your job (travel expenses, entertainment, uniforms, union dues, subscriptions)
Investment expenses
Job-hunting expenses
Education expenses (tuition and fees)
Child care expenses
Medical Savings Accounts
Adoption expenses
Alimony paid
Tax return preparation expenses and fees
Self-Employment Data
Estimated tax vouchers for the current year
Self-employment tax
Self-employment SEP plans
Self-employed health insurance
K-1s on all partnerships
Receipts or documentation for business-related expenses
Farm income
Deduction Documents
State and local income taxes
IRA, Keogh, and other retirement plan contributions
Medical expenses
Casualty or theft losses
Other miscellaneous deductions
NEED TO KNOW MORE?
We offer a free consultation for your personal and business needs. Contact us now or visit the Castleton Center office at any time during normal business hours for further guidance.