Resources
Dates, checklists and where to look things up.
The handful of things clients call the office about most. Bookmark the page and skip the phone queue at the IRS.
01
Deadlines
What is coming up.
Federal dates. Michigan generally follows the federal individual deadline.
Third quarter estimated payment
Self-employed and anyone paying estimates for 2026
Extended 2025 individual returns due
Anyone who filed an extension in April
Fourth quarter estimated payment for 2026
Self-employed and estimate payers
W-2s and 1099s out to workers
Employers and anyone who paid contractors
2026 S-corp and partnership returns
S-corps and partnerships
2026 individual and C-corp returns, and the first 2027 estimate
Almost everyone
One caveat
02
What to bring
What to bring.
Bringing everything the first time is the difference between one appointment and three.
Individual return
- Photo ID
- Social Security cards or numbers for everyone on the return
- All W-2s
- All 1099s, including interest, dividends and retirement
- Last year's return
- 1098 mortgage interest and property tax bills
- Childcare provider name, address, ID and amount paid
- 1098-T tuition and 1098-E student loan interest
- Bank routing and account number
Self-employed
- Everything on the individual list
- 1099-NEC and 1099-K forms
- Total income, including cash and app payments
- Business expense records or bank and card statements
- Mileage log or total business miles
- Home office square footage, if you claim it
- Equipment bought during the year
- Estimated payments already made, with dates
Business return
- Last filed business return
- Bookkeeping file or ledger for the year
- Bank and credit card statements
- Payroll reports and filings
- Loan statements and interest paid
- Asset purchases and disposals
- Formation documents, if we have not seen them
- Ownership details and any changes during the year
03
Track a refund
Where is my refund?
Three different agencies, three different trackers, three different schedules. The office cannot make any of them move faster.
Federal refund
The IRS updates once a day. Have your Social Security number, filing status and exact refund amount ready.
IRS refund statusMichigan refund
Michigan Treasury runs its own tracker on a separate schedule from the IRS. A federal refund arriving does not mean the state one has.
Michigan refund statusCity income tax
Detroit has its own income tax, administered by Michigan Treasury. If you live or work in a city that levies one, it is a separate return.
Michigan city taxThese links go to the IRS and the Michigan Department of Treasury. Mega Financial does not operate them and cannot see their systems. If a tracker says something you do not understand, call the office and we will read it with you.