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Upload Your Documents

IRS.gov

View all your Tax information in one place!

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

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

 

You can Easily 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
IRS. Gov : Make your Account
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What you will need to get started

  • 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