Skip to content

Personal

Get your money right.

Most people only find out what their return was worth after it is filed. We would rather show you the options before that, and file a return you understand.

Front porches on a Michigan street in summer.
Front porches in Michigan — the returns this page is about

01

Who this is for

If your income comes on a W-2, start here.

A simple return should be quick and cheap. A complicated one should be explained. Both happen in the same office.

W-2 employees

One job or five. We reconcile every W-2 and check the credits people most often miss.

Families

Dependants, childcare, education credits and the filing status that actually costs you least.

Homeowners

Mortgage interest, property taxes and the Michigan homestead property tax credit.

Students and retirees

Tuition credits, Social Security, pensions and retirement distributions.

Multiple-income households

Two earners, side income, a rental — returns with more than one moving part.

Anybody behind

Unfiled years, letters from the IRS or Treasury, and returns that need amending.

Have 1099 or self-employment income in the mix? That page is built for you

02

How it works

Four steps, start to filed.

  1. 01

    Book

    Pick a time, or walk in on a Saturday. Tell us roughly what your year looked like.

  2. 02

    Bring

    Your documents and photo ID. The checklist below is what most people need.

  3. 03

    Review

    We prepare the return and walk you through it before anything is filed.

  4. 04

    Sign and file

    You sign, we file electronically, and you leave with a copy.

03

What to bring

What to bring.

Missing one document is the single most common reason a return takes two visits instead of one.

  • Photo ID for you and your spouse
  • Social Security cards or numbers for everyone on the return
  • All W-2s and any 1099s
  • Last year's tax return, if you have it
  • Mortgage interest (1098) and property tax bills
  • Childcare provider details and amounts paid
  • Tuition statements (1098-T) and student loan interest (1098-E)
  • Bank routing and account number for direct deposit

Not sure whether something counts? Bring it. It is faster to set a document aside than to go home for it.

If you are missing documents

Come anyway. Wage transcripts and prior-year returns can usually be pulled, and a missing form is not a reason to file late.

If you owe

Filing on time and paying late costs far less than filing late. Come in even if you cannot pay the balance yet.

Deadlines

Federal and Michigan individual returns are generally due 15 April. Dates and links are on the Resources page.

04

Refund advance

Refund advance.

If you qualify, you can get up to $7,500 of your federal refund before the IRS releases it.

Disclosure

Approval determined by MetaBank. Terms and eligibility apply. An advance is a loan against your refund, not a larger refund. Approval, amount and terms are set by the lender.

Next step

Book your filing.