Resources
The tools clients ask for most, in one place.
Official IRS services and the firm's own checklists. Government links open on IRS.gov — you will be leaving the Expert Financial Firm website.
Official IRS tools
External government websites — these links leave efcfirm.com and open on IRS.gov.
External · IRS.gov
Where's My Refund?
Check the status of a filed federal return directly with the IRS.
Open External · IRS.govTax Transcripts
Request wage, income, and account transcripts for prior tax years.
Open External · IRS.govIRS Online Account
View balances, payment history, and notices in your IRS account.
Open External · IRS.govIRS Payments
Make a direct payment or set up an IRS payment plan.
Open External · IRS.govTax Withholding Estimator
The IRS estimator for checking withholding and projecting a refund or balance due.
OpenAnswers from Ashley
- Do you work with clients outside of Texas?
- Yes. Federal tax preparation, bookkeeping, financial coaching, and career services are provided to clients across all 50 states. Notary and signing agent services are performed under a Texas commission and are available in the Houston and Sugar Land area.
- What returns does Expert Financial Firm prepare?
- Form 1040 individual returns, Schedule C small-business returns, 1065 partnership returns, 1120 corporate returns, and 1120-S S-corp returns, along with related tax planning.
- How do I send my tax documents securely?
- Use the client intake form or the firm's mobile tax app. Please do not send Social Security numbers, bank details, or tax documents through the website contact form or by ordinary email.
- What is the Digital Financial Planner?
- It is a customizable Google Sheets workbook for tracking bills, expenses, cash flow, savings goals, tax refunds, tax debt payment plans, and business revenue. After purchase you receive a PDF with the access link and a step-by-step user guide.
- Can you help with both my business and my career?
- Yes — that is the point of the practice. Tax and bookkeeping sit at the center, with business support and career services connected to the same financial picture.