Matrix Financial Wellness

[email protected]

(520) 338-3972

Resources & Tools

Here are some resources and tools that can help you in a variety of ways to prepare you for tax time and help you understand at least some of the tax code.

Individual Tax Organizer – 2022
  • Use this to help determine what tax paperwork you need and to help me make sure everything is accounted for
Access Your IRS Online Account 
  • This a great way for you to access your prior tax records, pay your tax bill and see what activity that the IRS has received
Where’s My Refund
  • Has it been a while since you’ve filed and you haven’t received your refund? This can tell you when to expect it or if there are any issues
Tax Withholding Calculator
  • Need some assistance figuring out what to put on your W-4 withholding form? This can help