Tax Transcripts With Ease

It’s hard to believe that Tax Day was more than 3 months ago!  At this point in the fiscal year, clients often find they need a copy of their tax transcripts to validate earnings.  Not to be confused with a copy of your tax returns, a tax transcript is required for validating income & tax filing status for a mortgage, a student or small business loan application, citizenship, or other personal reason.  

The IRS website “Get Transcript” link has all of the information needed to request a transcript online or by mail for the current tax year and up to 3 tax years prior.  Requests are completely secure, but to put your mind at ease, I’m here to help and answer questions if needed!