Who Did I File My Taxes With Last Year? How to Find Out

Filing taxes can be a challenging task, and recalling who assisted you last year may not always be straightforward. Whether you’re preparing to file again or need financial information, identifying the service provider who handled your tax filing is essential.

Reviewing Payment Records

Start by examining your payment records. Check bank statements or credit card transactions from the previous tax season for payments to tax preparation services. Look for familiar names like H&R Block, TurboTax, or a local CPA firm. These records can help you identify the service provider.

If you paid by check, your bank should have a digital copy showing the payee’s name, which is especially helpful if you worked with a smaller, independent preparer. Similarly, review your transaction history on platforms like PayPal or Venmo, as they often store detailed payment records.

Accessing Official Filing Documentation

Official tax documents can help you determine who filed your taxes. The IRS offers tax transcripts, which summarize your tax return data. Requesting one through the IRS online portal can reveal the preparer’s information, particularly if your return was electronically filed.

Another useful document is Form 8879, IRS e-file Signature Authorization. This form, signed by both the taxpayer and the preparer, often includes the preparer’s name or firm. Additionally, if you have a copy of your completed tax return, it may include the preparer’s contact details.

Searching Digital Correspondence

Digital communication is another resource for identifying your tax preparer. Search your email inbox for terms like “tax return,” “e-file confirmation,” or the relevant tax year. These searches can uncover emails from your preparer, including filing confirmations or invoices.

If you store documents on platforms like Google Drive or Dropbox, search for your tax return or related files using similar keywords. These platforms often hold electronic copies of important documents. Social media platforms may also provide clues—review your message history on LinkedIn, Facebook, or Twitter if you had interactions with your preparer online.

Contacting Previous Service Providers

If you’re still unsure, contacting previous service providers can help. Larger firms such as Deloitte or PwC maintain client records and can confirm past engagements. If you remember your preparer’s name but lack contact details, directories like the CPA directory or the National Association of Enrolled Agents can help locate them.

For smaller or independent preparers, check local business directories or community boards. Many tax professionals also maintain websites or social media pages with contact information, making it easier to reconnect and confirm past interactions.