TAX RESOURCES

Useful information without the tax-season clutter

Preparation checklists, current deadlines, refund tools, and direct links to official IRS and Georgia Department of Revenue resources.

What to Bring

A practical checklist for preparing for your tax appointment.

Important Tax Dates

Key 2026 federal and Georgia dates for individuals.

Official Online Tools

Go directly to trusted IRS and Georgia government resources.
PREPARE FOR YOUR APPOINTMENT

What to bring

Every return is different, but gathering these common items in advance can help make your appointment smoother.

✓Photo identification for the taxpayer and spouse, when applicable.
✓Social Security numbers or taxpayer identification information for everyone included on the return.
✓W-2s, 1099s, retirement statements, and other income documents.
✓Records of estimated federal and Georgia tax payments made during the year.
✓Mortgage interest, property tax, charitable contribution, and other deduction records that may apply to you.
✓Education, childcare, health coverage, or other documents relevant to credits or deductions you may claim.
✓Business income and expense records if you are self-employed or own a business.
✓A copy of your prior-year tax return if Emerson Accounting did not prepare it.
✓Bank routing and account information if you want direct deposit or electronic payment.
✓Any IRS or Georgia Department of Revenue notices you received during the year.
Your situation may require additional documents. If you are unsure whether something is needed, bring it or contact Emerson Accounting before your appointment.
2026 IMPORTANT TAX DATES

Dates worth putting on the calendar

These are common individual filing and estimated-payment dates. Special rules, weekends, holidays, extensions, and disaster relief can affect deadlines.

2025 Individual Returns Filed in 2026

  • April 15, 2026
    Federal individual return and payment deadline.
  • April 15, 2026
    Georgia individual income tax return deadline.
  • October 15, 2026
    Federal filing deadline for many taxpayers who timely requested a six-month extension. An extension to file does not extend the April payment deadline.

2026 Estimated Federal Tax Payments

  • April 15, 2026
    First estimated payment.
  • June 15, 2026
    Second estimated payment.
  • September 15, 2026
    Third estimated payment.
  • January 15, 2027
    Fourth estimated payment.
OFFICIAL ONLINE TOOLS

Go straight to the source

These links open official IRS or Georgia Department of Revenue websites.

IRS.GOV

Check Federal Refund Status

Use the IRS refund tracker for a federal individual income tax refund.
GEORGIA DEPARTMENT OF REVENUE

Check Georgia Refund Status

Use Georgia’s official refund-status service.
IRS.GOV

IRS Online Account

View balances, payments, tax records, notices, and other account information.
GEORGIA DEPARTMENT OF REVENUE

Georgia Tax Center

Access Georgia online tax services, notifications, payments, and account information.
IRS.GOV

Get an IRS IP PIN

Learn about the IRS Identity Protection PIN program for tax-related identity theft protection.
GEORGIA DEPARTMENT OF REVENUE

Make a Georgia Tax Payment

Review official Georgia payment options for individual and business taxes.
Please note: This page provides general information for convenience and is not a substitute for tax advice about your individual circumstances. Tax laws and deadlines can change. Contact Emerson Accounting or consult the linked government resources for information specific to your situation.