FREQUENTLY ASKED QUESTIONS

Gather all documents needed beforehand. Click on the upload documents button. Under GUEST EXCHANGE click the upload button. Upload all needed documents. Add your name, your email, and select recipient. If you would like to leave a message, please leave message in the comment box.   

You can access through email, or you can get a copy of your tax return from our office.

You can schedule an appointment by calling our office or filling out the contact form on our website.

You can click the Where's My Refund? link below or you can call 800-829-1954.

You can click amended tax return link below.

You can email us, or call and the HR Department will contact you within 24 hours.

You can obtain a copy of your tax return from the IRS by filling out an IRS Form 4056.

A copy of your W-2 can be obtained through your employer. If Steele Financial Tax Services filed a tax return for you, then you can obtain a copy from our office.

Yes, Steele Financial Tax Services take client confidentially very seriously. We use advanced encryption technology to protect your personal and financial information and have well-established access controls and information security policies in place to safeguard your data from being used for any unauthorized purposes.