Create a Free IRS Online Account as a Tax Preparation Tool
Shore Financial Planning prepares tax returns for individuals and small businesses.
We recommend that our clients’ create an online account with the IRS in order to independently verify your tax records on an expedited basis to help assist with ongoing:
- Tax Preparation
- Tax Planning
- Identity Protection
- Assistance with tax issues
The account creation process is:
Fast: Signing up only takes about 15 minutes.
Secure: Only you will have access to your tax information.
Convenient: You will only need to verify your identity once.
Free: There is no charge to sign up (Message and data rates may apply to send a security code to your mobile phone).
From your online account you can:
View Tax Records for:
- Key information from your most recent tax return
- The total amount you owe, including balance details by year
- Your payment history and any scheduled or pending payments
- Key information from your most recent tax return
- Payment plan details, if you have one
- Digital copies of select notices from the IRS
- Economic Impact Payment Information
- Downloadable tax records
- Make a payment online
- See payment plan options and request a plan via Online Payment Agreement
- Access your tax records via Get Transcript
- Approve or reject authorization requests from tax professionals
View Notices and Letters for correspondence from the IRS
View Authorizations for online requests from tax professionals
USEFUL LINKS TO GET STARTED
After you create an online account your tax professional can REQUEST AUTHORIZATION online.
- Approve or reject the authorization in your IRS online account.