★ CLIENT RESOURCES • TAX DOCUMENT CHECKLIST • IRS REFUND STATUS • IRS TRANSCRIPTS • TAX INFORMATION ★ ★ CLIENT RESOURCES • TAX DOCUMENT CHECKLIST • IRS REFUND STATUS • IRS TRANSCRIPTS • TAX INFORMATION ★
Client Resource Center

TAX RESOURCES

Find helpful tools, document information, official IRS links and answers to common questions all in one place.

Quick Access

Everything You Need In One Place.

Use these resources to prepare for filing, check your refund, find tax documents and get started with K'Mae's Tax Preparation Solutions LLC.

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Documents Needed

Review the common documents you may need before starting your tax return.

VIEW CHECKLIST →
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Refund Estimate

Get a preliminary estimate of your possible federal tax outcome.

ESTIMATE REFUND →
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Where's My Refund?

Check the status of a federal tax refund directly through the official IRS website.

CHECK IRS REFUND →
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IRS Online Account

Access your IRS online account to view available tax information and account details.

IRS ONLINE ACCOUNT →
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Tax Transcript

Need prior tax information? Access the IRS tax transcript service.

GET TRANSCRIPT →
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Make An IRS Payment

Access official IRS payment options for qualifying federal tax payments.

IRS PAYMENT OPTIONS →
K'Mae's Tax Solutions LLC

Official IRS Resources

These links take you directly to IRS.gov for official federal tax information and services.

Where's My Refund? Check the status of your federal refund.
VISIT IRS.GOV →
Get Tax Transcript Request available tax return and account transcripts.
VISIT IRS.GOV →
IRS Payments Review official federal tax payment options.
VISIT IRS.GOV →
IRS Forms & Instructions Search official IRS forms and instructions.
VISIT IRS.GOV →
Filing Information Review official federal filing information.
VISIT IRS.GOV →
IRS Help Center Find help with common federal tax questions.
VISIT IRS.GOV →
Prepare Before Filing

Tax Document Checklist

Every return is different, but having your documents ready can help make the tax preparation process smoother.

Personal & Income Information

  • Valid photo identification
  • Social Security or taxpayer identification information
  • W-2 forms
  • 1099 forms
  • Unemployment income documents, if applicable
  • Retirement or pension documents, if applicable
  • Other applicable income statements

Dependents & Additional Documents

  • Applicable dependent information
  • Childcare information, if applicable
  • Education tax documents, if applicable
  • Health insurance tax documents, if applicable
  • Mortgage interest documents, if applicable
  • Applicable charitable contribution records
  • Prior-year return when helpful

Self-Employed Clients

  • 1099-NEC / 1099-K forms, if applicable
  • Business income records
  • Business expense records
  • Mileage records, when applicable
  • Advertising and marketing expenses
  • Supplies and equipment records
  • Other business-related documentation

Business Owners

  • Business income statements
  • Applicable expense documentation
  • Payroll information, when applicable
  • Contractor payment records, when applicable
  • Prior-year business return
  • Estimated tax payment records
  • Other documents requested by your preparer
View Full Documents Page
Frequently Asked Questions

Tax Season Questions

Refund timing depends on the IRS, how the return was filed, the refund method selected and whether the return requires additional review. K'Mae's Tax Preparation Solutions LLC cannot guarantee a specific refund date.
Yes. You can use the official IRS Where's My Refund tool. A direct link is available on this resource page.
Contact us before filing. Depending on the missing document, you may need to obtain a replacement from the issuer or access available information through an IRS account or transcript.
Self-employed taxpayers should maintain appropriate records supporting business income and claimed business expenses. The documents needed depend on the individual tax situation.
Prior-year returns may be prepared depending on your circumstances. Contact K'Mae's Tax Preparation Solutions LLC so your situation can be reviewed.
No. The website estimator is only a preliminary estimate. Your final tax result depends on complete taxpayer information, applicable tax law, credits, deductions and other circumstances.
Important

Information on this page is general educational information and is not individualized tax or legal advice. IRS websites and services are operated by the Internal Revenue Service. K'Mae's Tax Preparation Solutions LLC does not control IRS processing times, refund dates or third-party government websites.

Have Your Documents Ready?

Let's Get Your Taxes Started.

Complete your tax intake or schedule an appointment with K'Mae's Tax Preparation Solutions LLC.

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