CUSTOMER RESOURCES
OPTIMUM FINANCIAL SERVICES RESOURCES
Customer Dispute Form
Customer Copy of Document Request Form
TRACK YOUR REFUNDS
Track Your Federal Refund
updated once every 24 hours
Track Your Amended Return
updated once every 24 hours
Track Your Kentucky State Refund
updated once every 24 hours
Track Any State Refund
updated once every 24 hours
STATE RESOURCES
Log-in To One-Stop Portal
Kentucky Passes - Make A Payment
Kentucky Identity Theft Quiz
IRS RESOURCES
Set Up Your IRS Portal Link
IRS Make A Payment Link/ Setup Payment Plan
Request A Taxpayer Advocate
Transcripts Link
Get Your IPPIN Link
Identity Theft Quiz Federal
How to get a live person at the IRS
> Call the IRS at 1-800-829-1040 between 7 AM – 7 PM local time, Monday-Friday.
> When calling the IRS, do NOT choose the first option re: “Refund”, or it will send you to an automated phone line.
> After first choosing your language, do NOT choose Option 1 (refund info). Choose option 2 for “personal income tax” instead.
> Then press 1 for “form, tax history, or payment”.
> Then press 3 “for all other questions.”
> Then press 2 “for all other questions.”
– When it asks you to enter your SSN or EIN to access your account information, don’t enter anything.
– After it asks twice, you will get another menu.
> Then press 2 for personal or individual tax questions.
> Following these steps will transfer you to an agent.
> When calling the IRS, do NOT choose the first option re: “Refund”, or it will send you to an automated phone line.
> After first choosing your language, do NOT choose Option 1 (refund info). Choose option 2 for “personal income tax” instead.
> Then press 1 for “form, tax history, or payment”.
> Then press 3 “for all other questions.”
> Then press 2 “for all other questions.”
– When it asks you to enter your SSN or EIN to access your account information, don’t enter anything.
– After it asks twice, you will get another menu.
> Then press 2 for personal or individual tax questions.
> Following these steps will transfer you to an agent.
