EZ FILE NOW • TAX HELP MADE SIMPLE

File your taxes with confidence and know what to expect.

Get a quick federal refund estimate, see if you may owe, learn what documents to bring, and understand what can affect your refund before your appointment.

Estimate My Refund →Returning Client →Book My Consultation →

You do not have to understand taxes before you come to us.

We built this page to help you feel prepared before your appointment.

01Use your W 2 for a quick federal estimate.
02Gather your documents before your appointment.
03Bring IRS letters or identity notices with you.
04Let us review the full picture before filing.
Returning ClientAlready filed with EZ FILE NOW? Continue your tax filing process here.
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FOR TAXPAYERS • SIMPLE • NO TAX JARGON
Quick Federal Estimate

Could you get a refund or possibly owe?

Grab your W 2 and enter a few numbers below. This is a simple federal estimate only and is not a filed tax return.

Federal Refund Estimator

Use W 2 Box 1 and Box 2. We will keep the rest simple.

Not sure? We can confirm your filing status during your consultation.
Enter Box 1 from your W 2.
Federal withholding only.
Children who may qualify for the Child Tax Credit.
Other dependents may qualify for a different credit.
Estimated Federal Refund
$0
Estimated taxable income$0
Estimated federal tax$0
Federal withholding$0
Important: This calculator is a quick educational estimate. It does not include every credit, deduction, self employment tax, investment income rule, premium tax credit, state tax, or special tax situation. Your actual result can change after a full review.
Have Your Documents Ready

Bring the full picture.

Missing documents are one of the easiest ways to create delays or require corrections later.

✓
Photo ID and Social Security informationBring valid identification and correct SSN or ITIN information for everyone on the return.
✓
All W 2 and 1099 formsBring every income document you received, even if the amount seems small.
✓
Dependent informationHave names, dates of birth, Social Security numbers, and any documents relevant to dependent eligibility.
✓
Form 1095 A if you had Marketplace insuranceThis form can be important to completing the return correctly.
✓
Bank information for direct depositDouble check routing and account numbers before filing.
✓
Any IRS or state tax lettersBring the entire notice, especially identity verification or missing information letters.
Taxpayer Fun Facts

Things taxpayers may not know.

FACT 01

Withholding helps determine whether you get a refund or owe.

Federal tax withheld from your pay is money already sent toward your federal income tax. Too little withholding can lead to a balance due. More withholding can increase a refund, depending on the full return.

FACT 02

Missing income can create delays.

If income documents are missing or the information does not match IRS records, a return may need correction or additional review.

FACT 03

An IRS identity check can pause a refund.

The IRS may ask you to verify your identity or return information. If you receive a verification notice, follow the official notice instructions and tell your preparer.

FACT 04

Some refunds have special timing rules.

Returns claiming certain refundable credits may be subject to federal timing rules before the IRS can release the refund.

FACT 05

A refund is not free money from the IRS.

A refund generally means payments and refundable credits exceeded your final tax liability. A balance due means the opposite.

FACT 06

Direct deposit information matters.

An incorrect bank account or routing number can create problems receiving a refund. Review the numbers carefully before the return is transmitted.

STEP 1EstimateUse your W 2 for a quick starting point.
STEP 2GatherGet all income and dependent documents together.
STEP 3ConsultLet us review your complete tax situation.
STEP 4FileFile once your information is complete and reviewed.
Nationwide Tax Filing

We File in All 50 States

No matter where you live, EZ FILE NOW can help make your tax filing experience simple, clear and convenient.

EZ FILE NOW • Nationwide Filing

Alabama

AL

From Alabama to anywhere else in the country, our tax team is ready to help.

🐎
1 of 50 States
One Tax Team. All 50 States.Federal and applicable state tax filing services available nationwide.
Flexible Filing Options

File now with options that fit your situation.

Ask your tax professional about refund advance and refund transfer options available through our partner banks.

Refund Advance
Up to $7,500

Access funds before your full refund arrives.

Refund advance products may be available through Refund Advantage and TPG, Santa Barbara Tax Products Group.

Important: Approval, eligibility, amount, timing, terms, and funding are determined by the participating bank or financial institution, not EZ FILE NOW. A refund advance is not guaranteed.
$0 Upfront Option

File with $0 paid upfront when you qualify for a refund transfer.

If you are due a refund, ask about a refund transfer so eligible tax preparation fees can be paid from your refund instead of upfront.

Refund transfer availability and terms may vary. Bank and product fees may apply. Your tax professional can review the available options with you before filing.
Returning Client

Already filed with EZ FILE NOW before?

Use the returning client link to get started faster and continue your tax filing process.

Payment and Account Terms

If you are due a refund: you may ask for a refund transfer option to have eligible preparation fees paid from your refund instead of paying those fees upfront.

If you owe taxes or are not due a refund: all applicable tax preparation fees are due upfront.

Late and delinquent balances: late fees may apply after a return is submitted when an account remains unpaid. Delinquent accounts may be referred to a collection agency for collection and may affect your credit, where permitted by applicable law and your service agreement.

Returning to EZ FILE NOW?

Skip the new client path and go directly to the returning client page.

Continue as a Returning Client →
Before Your Appointment

A few things can make tax filing much easier.

You do not need to know tax law. You just need to bring accurate information and tell us what changed in your life this year.

01

Tell us what changed

Marriage, divorce, a new baby, a move, a new job, unemployment, school, self employment, a home purchase, or Marketplace insurance can all matter.

02

Do not leave out income

Bring W 2s, 1099s, retirement income, unemployment, gig income, investment forms, and any other income documents you received.

03

Bring tax notices

If the IRS or a state tax agency mailed you a notice, bring it. The notice may affect what we need to review before filing.

04

Ask before guessing

If you are unsure whether someone qualifies as a dependent or which filing status applies, do not guess. We can review it with you.

05

Review before you sign

Make sure names, Social Security numbers, bank information, income, and dependent details are correct before the return is submitted.

06

Keep your records

Save copies of your tax return and important supporting documents for your records after filing.

Common Taxpayer Questions

You can come in with questions.

That is what the consultation is for. Here are a few common questions we hear.

Is this refund calculator my final refund amount?

No. It is a simple federal estimate based only on the information entered. Your final return may include additional income, credits, deductions, taxes, or adjustments.

What if I have more than one W 2?

For a quick estimate, combine the Box 1 wages from your W 2s and combine the Box 2 federal withholding amounts. Bring every W 2 to your appointment.

What if I am self employed or received a 1099?

This basic estimator is not designed to calculate self employment tax or business deductions. Book a consultation so your complete situation can be reviewed.

Why would the IRS ask me to verify my identity?

The IRS may request identity verification as part of fraud prevention or return review. Use the instructions on the official IRS notice and keep your preparer informed.

Can missing documents delay my refund?

Yes. Missing or mismatched information can require corrections or additional review. It is better to gather all documents before filing.

Can I file with $0 paid upfront?

If you are due a refund, ask whether a refund transfer is available so eligible tax preparation fees can be paid from your refund. Bank or product fees may apply. If you owe taxes or are not due a refund, applicable preparation fees are due upfront.

Is the refund advance guaranteed?

No. Refund advance eligibility, approval, amount, timing, and terms are determined by the participating bank or financial institution, not EZ FILE NOW.

READY FOR A REAL TAX REVIEW?

Have your documents ready. We’ll help you make sense of the rest.

Your estimate is only a starting point. During your consultation, we can review your filing status, dependents, income, credits, deductions, notices, and other details that do not fit inside a quick calculator.

Book My Tax Consultation →
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