
Whether you’re checking on your refund, getting your documents together, or figuring out the fastest way to get paid you’re in the right place. Everything you need to stay on top of tax season lives right here.
Let’s make sure you have everything ready before we start your return. This quick checklist helps you stay organized and keeps your refund moving fast.
Checklist:
We’ve got flexible ways for you to get your money whatever works best for you.
Note: You’ll choose your refund option during your appointment or when you start your file online.
Pick one up in the office. Once approved, funds load automatically.
Already have your Green Dot Card? Check your balance or activate it here:
https://www.greendot.com/
Fastest and most secure option if you already have an account.
Grab your check at our office as soon as it’s ready.
Wondering where your money is or how much you’ll get back? Here are a few quick links you can use any time.
Here’s a simple timeline to help you plan ahead. We’ll send reminders as
the season moves along — but it never hurts to know what’s coming.
Yes! Go ahead and start your file. We can help you track down missing forms or add them later.

Text us, call us, or swing by we’re here to help you every step of the way. No question is too small and no tax situation is too big.