Gather Your Documents
Collect your W-2s, 1099s, identification, and any tax-related documents before getting started.
Premium virtual tax preparation from anywhere in the U.S.
Skip the lines. Skip the office.
Fly first class through tax season with 1st Class Financial.
We're not your average tax office. At 1st Class Financial, every client is treated like a with priority service, personalized strategy, and a tax professional who actually knows your name.
Fully virtual, fully secure, and fully focused on getting you the largest refund possible. No long waits. No confusing paperwork. Just a smooth, to your biggest refund, all from the comfort of your home.
Every deduction, every credit, engineered for the largest legal refund.
File from anywhere in the country. Secure portal, e-signatures, no office visits required.
EFIN-certified, audit-ready returns.
Same-day filing, weekend appointments, and a direct line to your dedicated preparer.
Whether you're filing as an individual, self-employed, or running a business, we craft a strategy that lands you the largest refund possible.
Follow the route below to understand what happens after you get started.
Collect your W-2s, 1099s, identification, and any tax-related documents before getting started.
Complete our secure client intake form and upload your tax documents through our client portal.
Our team carefully reviews your information, prepares your return, and contacts you if any additional information is needed.
Once your return is complete and approved, it is electronically submitted to the IRS and any applicable state agencies.
After your return has been accepted by the IRS, use the IRS Where's My Refund tool to track your refund status and estimated deposit date.
Track My Refund →Everything you need to know before you board with 1st Class Financial.
Yes. We are 100% virtual. From document upload to e-signature to final filing, the entire process happens online. You can work with us from anywhere in the country, no office visit required, ever.
At minimum, you'll need a valid government ID, Social Security card (or ITIN), and your income documents (W-2s, 1099s). Other helpful documents include dependent SSNs, mortgage interest statements (1098), student loan interest forms, and any deduction receipts. We'll send you a personalized checklist after booking.
Most returns are prepared within 24–48 hours of receiving your complete documents. Once you review and e-sign, we file the same day. The IRS typically issues direct-deposit refunds within 10–21 days of acceptance.
We specialize in back-tax filing. The IRS allows you to claim refunds for up to three prior years, and we can help you file as far back as needed to get compliant. We'll review your situation and lay out a plan to minimize penalties and maximize any owed refunds.
Year-round. While we're busiest from January through April, our team handles amended returns, IRS letters, audits, quarterly filings, and business advisory throughout the entire year.
Below is a directory of official IRS phone numbers. Tap any number on mobile to dial directly.
An Identity Protection (IP) PIN is a six-digit number that prevents anyone else from filing a tax return with your Social Security number. You can retrieve your existing IP PIN, or create a new one, directly through the official IRS portal below.
Get My IP PIN →