Quick Access to Common Tax Tools

Whether you need to request transcripts, track your refund, make a payment, or manage your filing, this resource center is designed to give you direct access to the most commonly used tax tools.

Tax Records and Account Access

Access your tax records, transcripts, and IRS account information securely using the tools below.

Get My Tax Transcript

Access your federal tax transcripts and record information securely through the IRS.

Access My IRS Account

View balances, notices, payment history, and account details through your IRS online account.

Identity and Security Tools

Protect your identity and securely manage IRS-issued security features associated with your tax account.

Get or Retrieve IP PIN

Access or recover your IRS Identity Protection PIN to safeguard your tax filings.

Refund Tracking

Track the status of your federal and state refunds or check updates on amended returns.

 

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Track My Federal Refund

Check the current status of your federal tax refund quickly using the IRS refund tracking tool.

Track My State Refund

Access your state refund status through your state’s official tax system and stay updated on processing times.

Where’s My Amended Return

Check the status of a corrected or amended federal return submitted to the IRS.

Payments and Payment Options

Make payments, pay directly from your bank account, or explore available IRS payment plans.

Make an IRS Payment

Submit a federal tax payment securely using IRS-approved payment methods.

Direct Pay from Bank Account

Pay your taxes directly from your bank account with no additional fees using IRS Direct Pay.

Apply for a Payment Plan

Set up an installment agreement if you need more time to pay your tax balance.

Filing and Tax Actions

Access tools to file, extend, correct, or plan your tax return.

 

File an Extension

Request additional time to file your federal tax return. If you prefer, our team can handle your extension quickly and accurately on your behalf.

Amend My Return

Correct a previously filed tax return. If you are unsure how to proceed, we can review and complete your amendment for you.

W-4 Withholding Estimator

Estimate your tax withholding and adjust your W-4. For personalized guidance, our team can help you make the right adjustments.

Business Tax and Entity Tools

Access resources to start, manage, and maintain your business tax responsibilities.

Business Formation Support

Get professional guidance on setting up your business structure correctly from the start.

Bookkeeping and Tax Readiness

Stay organized throughout the year with support designed to keep your records accurate and tax-ready.

Apply for an EIN

Register your business with the IRS and receive your Employer Identification Number for tax purposes.

IRS Phone Directory & Support Lines

Use the contact numbers below to reach the appropriate IRS department for assistance with your tax questions, account issues, or business-related inquiries.

Telephone Numbers are click to call.

INDIVIDUAL SUPPORT

IRS Individual Helpline

General assistance for individual tax questions, account inquiries, and filing support.

800-829-1040

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Transcript Hotline

Order tax return transcripts by phone for personal records or verification purposes.

800-908-9946

Treasury Offset Program

Inquire about refund offsets related to federal or state debts.

800-304-3107

SPECIALIZED SUPPORT

IP PIN Assistance

Help with retrieving or replacing a lost or misplaced Identity Protection PIN.

800-908-4490

Identity Verification

Verify your identity with the IRS if requested for processing your return.

800-830-5084

Taxpayer Advocate Service

Get help with unresolved tax issues or situations causing financial hardship.

877-777-4778

Business & Nonprofit

Business Tax Helpline

Support for business tax filings, EIN questions, and account assistance.

800-829-4933

Tax-Exempt Organizations

Assistance for nonprofits, charities, and tax-exempt entities.

877-829-5500

IRS Main Website

Help with retrieving or replacing a lost or misplaced Identity Protection PIN.

Visit IRS.gov

Edwards Tax Prep
Tax Preparation • Audit Support • Financial Ecosystem Coaching

Hours of Operation
Mon–Fri: 9 AM – 6 PM
Sat: By Appointment
Sun: Closed

Phone: 864-577-6258
Email: [email protected]

Edwards Tax Prep Client Portal

Returning clients, please access your secure client portal to upload documents and stay connected about your tax return.

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