OFFICIAL IRS TOOL
Get Your IP PIN
Access the IRS Identity Protection PIN service.
Get IP PIN →TAXPAYER RESOURCE CENTER
Important Tax Tools. One Convenient Place.
Use these quick links to access official IRS tools and prepare for your next step with D&M.
OFFICIAL IRS TOOL
Where's My Refund?
Check the status of your federal tax refund.
Check My Refund →OFFICIAL IRS TOOL
Get a Tax Transcript
View options for obtaining IRS tax records and transcripts.
Get Transcript →OFFICIAL IRS TOOL
Apply for an EIN
Access IRS information for employer identification numbers.
EIN Information →OFFICIAL IRS TOOL
Make an IRS Payment
Review official federal tax payment options.
Payment Options →OFFICIAL IRS TOOL
Tax Withholding Estimator
Estimate federal income tax withholding using the IRS tool.
Open Estimator →GEORGIA ACCESS TOOL
Get Your 1095-A
Get instructions for retrieving your Marketplace health insurance Form 1095-A through Georgia Access.
Get My 1095-A →OFFICIAL IRS RESOURCE
1095-A Marketplace Help
Learn about Form 1095-A and Health Insurance Marketplace statements used when preparing your federal tax return.
View IRS Information →OFFICIAL IRS RESOURCE
Reduced Refund?
Review official IRS information about reasons your federal tax refund may have been reduced.
Check Reduced Refund Info →U.S. TREASURY RESOURCE
Treasury Offset Program
Learn whether certain past-due debts may cause some or all of a federal payment or tax refund to be offset.
View Offset Information →Important: Resource buttons may open official IRS, U.S. Treasury, Georgia Access, or other government websites. D&M Financial Services does not issue IP PINs, control IRS refund processing, issue Forms 1095-A, determine Treasury offsets, or control government payment decisions.
WHAT TO BRING
Tax appointment checklist.
Bring the documents that apply to your situation. Having them ready can help reduce follow-up and keep preparation moving.
Identity & Filing
- Photo identification
- Social Security numbers or ITINs for people on the return
- IRS IP PIN, if one was issued
- Prior-year tax return when available
Income Records
- W-2 forms
- 1099 forms that apply
- Self-employment/business income records
- Other tax documents received for the year
Credits, Expenses & Banking
- Records supporting applicable credits or deductions
- Business expense records when applicable
- Estimated-tax payment records
- Routing/account information for direct deposit when requested
Your exact document needs depend on your tax situation. D&M may request additional information after reviewing your intake.
COMMON QUESTIONS
Tax season FAQ.
Quick answers before you start your intake.
Can I start before I have every document?
You can begin the intake, but your return should not be finalized until the required tax information for your situation has been received and reviewed.
Where do I get my IP PIN?
Use the official IRS IP PIN tool on this page. If the IRS issued you an IP PIN, provide the current-year PIN when requested for filing.
Can D&M tell me when my refund will arrive?
D&M can assist with tax preparation, but the IRS controls federal refund processing and status. Use the official “Where's My Refund?” tool for current information.
Do you help business owners?
Yes. D&M offers tax preparation, accounting support and small-business assistance. Visit Services to see the areas available.
How do I get started?
Select Start Tax Intake for tax preparation, or use the Contact page when you need help choosing the appropriate D&M service.
Are the IRS links part of D&M?
No. IRS resource buttons open IRS.gov in a new tab. Those government tools are operated by the Internal Revenue Service.