View ALL of your tax info in one place!

We recommend that ALL clients set up this account to access important info.

This process takes 10 minutes!

It’s FREE!

https://www.irs.gov/

You can view:

• Stimulus Payments
• Advance Child Tax Credit Payments
• Your address on file
• Authorization requests from tax professionals
• Digital copies of notices from the IRS
• The total amount you owe, including balance details by year
• Your payment history, any scheduled or pending payments, payment plan details

You can make a payment, request a payment plan and access your tax records 24/7

What you will need in order to complete the registration:

• Full Name
• Email
• Birthdate
• Social Security Number (SSN)
• Tax filing status (Options: “I have filed a tax return in the past seven years” or “I have not filed a tax return in the past seven years”)
• Current address
• a number from ONE of your financial accounts

• Last 8 digits of Visa, Mastercard, or Discover credit card OR
• Student loan OR
• Mortgage or home equity loan OR
• Home equity line of credit OR
• Auto loan

• Phone number OR a verified address

                                             https://www.irs.gov/