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Tools & quick links
Refund status, calculators, quick links.
Where's my refund, what's a mortgage payment going to be, and where do I find a checklist — all in one place. Free to use. No login.
Where's my refund?
Check your refund status.
Already filed and waiting on a refund? Use the official IRS or state tool below — you'll need your Social Security number, filing status, and exact refund amount.
Federal — IRS
The IRS posts your federal refund status here. Most refunds arrive within 21 days of e-file.
IRS Where's My Refund?Federal refund by phone
Prefer to call? IRS automated refund line:
800-829-1954
California — FTB
Track your California state refund through the Franchise Tax Board.
CA refund status →Refund not where you expected?
If the IRS or your state shows a delay, send us a note — we'll help track it down.
Get help →
Calculators
Run the numbers.
Quick calculators we recommend to clients. These open in a new tab — your inputs stay on the calculator's site, not ours.
Mortgage calculator
Figure out your monthly payment (P&I, taxes, insurance, PMI, HOA) with state-specific tax rates for all 50 states. Useful for itemized-deduction estimates or refinance planning.
Open the calculatorIRS withholding estimator
Make sure your paycheck withholding is set correctly so you don't owe a surprise in April.
IRS withholding estimator →More quick links.
Filing deadlines
Mar 15, Apr 15, Sep 15, Oct 15 — and when to start uploading.
Deadlines & calendar →
Filing now · FY 2026
Pick your form.
Pick your form.
We'll take it from there.
Two forms, two deadlines, one workflow. Tell us which return you're filing and we'll send the SmartVault link and document checklist within the hour.
S-Corp · Form 1120S
Mar 15
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Individual · Form 1040
Apr 15
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