Taxpayer Tools

These handouts from the Consumer Financial Protection Bureau can help you be prepared to file your tax return and understand your options for saving your tax refund.

Before your appointment, review these checklists to help you know what to bring and how to make the most of your tax refund.

Tax Time Checklist: Prepare for your tax appointment by making sure you have all needed documents

Making the Most of Your Tax Refund: Consider options for saving your tax refund through direct deposit or savings bonds

Tax Time Savings Worksheet: Make the most of your tax refund by considering savings goals and how much of your refund you want to save

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