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Client Resource Center

Everything You Need.
All in One Place.

Tax season is easier when you know where to go. Access helpful tax resources, official IRS tools, filing information, and Legacy Tax Tips designed to help you stay informed and prepared.

Official IRS tools below will open directly on IRS.gov

Official IRS Tools

Quick Access to the Resources You Need.

Use these official Internal Revenue Service tools to manage common federal tax tasks securely online.

IRS Resource 01

Get an Identity Protection PIN

An IRS Identity Protection PIN (IP PIN) is a six-digit number that helps prevent someone else from filing a federal tax return using your Social Security number or Individual Taxpayer Identification Number.

Get an IP PINIRS.gov
IRS Resource 02

Where's My Refund?

Check the status of your federal income tax refund using the IRS Where's My Refund? tool.

Check Refund StatusIRS.gov
IRS Resource 03

Where's My Amended Return?

Use the IRS tool to check the status of a Form 1040-X amended federal individual income tax return. Status information is generally available about three weeks after submission.

Check Amended ReturnIRS.gov
IRS Resource 04

IRS Individual Online Account

Access your IRS individual account to view tax records and transcripts, balances, payments, available tax documents, notices, refund information, amended-return status and other account information.

Access IRS AccountIRS.gov
IRS Resource 05

What's My Filing Status?

Not sure which filing status applies to you? Use the IRS Interactive Tax Assistant to answer questions about your circumstances and determine the filing status that may apply.

Check My Filing StatusIRS.gov

IRS tools and online services are provided and maintained by the Internal Revenue Service. Selecting an IRS resource will take you to IRS.gov. Legacy Financial Tax Association is not the provider of these tools.

Prepare Before You File

A Little Preparation
Goes a Long Way.

Getting organized before tax season can help create a smoother filing experience. Explore these Legacy Tax Tips and begin preparing the documents and information that may apply to your return.

Tax Tip 01

Claiming a Dependent?

Having the appropriate documentation ready can make your filing process smoother. Review this Legacy Tax Tip and begin gathering the records that may apply to your household and dependents.

Tax Tip 02

Before You File, Check Your Documents.

Make sure your identification, income documents and other applicable tax records are current and organized before beginning your return. Preparing now can help create a smoother filing experience later.

Need a Little Direction?

Popular Tax Resources

Quick answers and direct links to the official IRS tools you'll reach for most often. External links open on IRS.gov in a new tab.

Ready When You Are

Have Your Documents Ready?
Now Let's Get You Filed.

You've gathered your documents. You've checked your information. Take the next step with Legacy Financial Tax Association.

File With Legacy
901-745-2334info@legacyfta.org