Get Your IRS File
You can't solve a tax problem without knowing what the IRS sees. With your authorization we pull your complete IRS file, including account, income and return transcripts, and translate it into a clear summary of balances, deadlines and options.
How Nelson & Associates handles Get Your IRS File
IRS transcripts show filed and unfiled years, assessed tax, penalties, interest, payments, credits, notices issued and the dates that control how long the IRS has to collect. Wage and income transcripts list every W-2, 1099 and other information return filed under your Social Security number.
We use this information to spot errors, misapplied payments, substitute returns and penalties that can be abated, and to calculate the collection statute expiration date for each year. It's the first step in every tax resolution case we handle, and it's also useful for mortgage applications, immigration matters and reconstructing old records.
Who this is for
- Anyone with an IRS balance who isn't sure what they owe
- People who haven't filed for several years
- Taxpayers who think a payment was misapplied
- Applicants needing tax records for a loan or immigration
- Business owners reviewing payroll tax accounts
- Executors needing a decedent's tax history
Everything covered in our Get Your IRS File service
- Authorization forms so we can access your records
- Account transcripts for every relevant year
- Wage and income transcripts
- Record of account and return transcripts
- Business and payroll tax transcripts
- Collection statute expiration date analysis
- Written summary of balances and next steps
- Ongoing monitoring during a resolution
The paperwork behind Get Your IRS File
| Form 8821 | Tax Information Authorization |
|---|---|
| Form 2848 | Power of Attorney and Declaration of Representative |
| Form 4506-T | Request for transcript of tax return |
| Form 4506-C | IVES request for transcript (lenders) |
| Account transcript | Assessments, payments, penalties and notices by year |
| Wage and income transcript | Information returns filed under your SSN |
What we’ll need from you
Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.
- Photo ID and Social Security number
- Any recent IRS notices
- Your current mailing address as on file with the IRS
- Business EIN, if applicable
How it works, step by step
Sign authorization
You sign Form 8821 or 2848 so we can access your file.
Pull transcripts
We obtain every relevant year and tax type.
Analyze
We reconcile balances, payments and key dates.
Recommend
You receive a clear summary and a recommended plan.
Why clients choose us for Get Your IRS File
CPA representation
With your signed Form 2848 we deal with the IRS directly, so you don't have to.
Efficient and affordable
We work toward the fastest resolution that fits your finances.
Extremely discreet
Your situation stays private, handled only by authorized staff.
Fraud and forensic background
Our founder has served as an expert witness in federal tax cases.
Get Your IRS File across the United States
From our Doral office we provide Get Your IRS File to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.
Services clients often pair with this
Unfiled Tax Returns
Catch up on years of missing federal returns, limit penalties and get back into good standing with the IRS.
Learn more IRS Tax Problems & ResolutionBack Taxes Owed
Practical solutions for unpaid federal tax balances, from penalty relief to payment plans and settlements.
Learn more IRS Tax Problems & ResolutionIRS Audit Representation
CPA representation before the IRS and state agencies for correspondence, office and field audits, through appeals.
Learn more IRS Tax Problems & ResolutionIRS Payment Plans
Installment agreements, short-term extensions and currently-not-collectible status matched to what you can afford.
Learn moreMore in IRS Tax Problems & Resolution
Get Your IRS File FAQs
5 answers to the questions clients ask most. Don’t see yours? Ask us directly.
Can't I just get my transcripts myself?
You can request many transcripts online, but interpreting transaction codes, penalties and statute dates takes experience. Our analysis turns the data into an action plan.
How far back do transcripts go?
Account transcripts are generally available for the current year and several prior years, and older years can sometimes be requested. Wage and income transcripts typically cover about ten years.
Will requesting transcripts trigger an audit?
No. Requesting your own records does not increase audit risk.
Is my information secure?
Yes. Only authorized staff access your information, and we follow strict privacy procedures.
Do you offer Get Your IRS File outside Florida?
Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.
Talk to a CPA about Get Your IRS File.
Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.