Tax season is in full swing, and many clients eagerly anticipate their tax refunds. It’s important to stay informed about the status of your refund and how you can track its progress with the IRS. In this blog post, we’ll provide you with a step-by-step guide to check the status of your tax refund, ensuring you’re up to date and can manage your finances accordingly.

Step 1: Gather Your Information

Before you begin, make sure you have the necessary information ready. You’ll need your Social Security Number, your filing status, and the exact refund amount you’re expecting. Having this information at your fingertips will streamline the process.

Step 2: Visit the IRS Website

The most direct way to track your refund is by visiting the official IRS website. On the “Where’s My Refund?” page, you’ll find a user-friendly tool to check your refund status. You can access this tool at

Step 3: Enter Your Information

Once you’re on the IRS website, enter your Social Security Number, your filing status, and the exact refund amount as requested. Make sure to double-check your entries to ensure accuracy.

Step 4: Check Your Refund Status

After providing your information, the IRS tool will display your refund’s status. You’ll be able to see whether your return has been received, processed, and the expected date of your refund. It’s important to note that refund processing times can vary, so check back periodically for updates.

Step 5: Utilize IRS2Go Mobile App

For those who prefer mobile access, the IRS offers the IRS2Go app. You can download this app on your smartphone and use it to check your refund status while on the go. It’s available for both Android and iOS devices.

Step 6: Contact the IRS

If you encounter issues or have specific questions about your refund, you can contact the IRS directly. They provide a toll-free hotline for refund inquiries, which can be found on their website.

Step 7: Be Patient and Stay Informed

Remember that refund processing times can vary, so it’s essential to be patient. Keep an eye on the status, and as your refund moves through the process, you’ll be well-prepared to make financial decisions.

Tracking your tax refund is a straightforward process when you follow these steps. It ensures that you’re informed about the status of your refund and can plan your finances accordingly. Remember that the IRS is there to assist you if you have any questions or issues. By staying proactive and informed, you can navigate tax season with confidence.

If you have any specific questions or require assistance in managing your tax affairs, don’t hesitate to reach out to our team. We’re here to support your financial success during this tax season and beyond.

Track your refund like a pro. Click here for a step-by-step guide and personalized assistance.

Ready to file now? Complete our 2023 Tax Season Questionnaire to get started.