What You Receive
You’ll get a secure link to view your documents, print a cover page with a stamped date and service note, and share with approved parties as needed. You won’t need to register for a new account—access arrives via our encrypted portal, so your files arrive quickly and remain private.
A consolidated packet shows the employer identification number (EIN) and key entity information tied to your business name (including name control and the first four letters the IRS uses to match records).
Confirmation of your IRS establishment date, on-file location address, and current business filing requirements.
Your account transcript, tax return transcript, and any available return transcripts for the selected period will include extracts from the original return and any electronic filing acknowledgments related to a business or tax return.
Your lender, underwriter, or attorney may request a clear snapshot of the tax account, including balances, key codes, and statements often referenced in IRS notices and letters.
Security checks: If a responsible party has used a Social Security Number (SSN) or an individual taxpayer identification number, we verify their identity within the portal; no email, photocopy, fax, or mail is required.
How It Works

Here’s the simple, secure flow from checkout to delivery—no IRS hold times or paperwork hassles.

Checkout

Place your order and select the years. We’ll confirm the cost before payment is submitted.
Verify  Sign

Complete online ID verification and DocuSign authorization (Form 8821) to obtain your transcripts under proper authority.
We Retrieve

Our team pulls records from the IRS website and assembles your packet. If any blank field appears in IRS data, we flag it with an explanation.
Delivery

You’ll receive entity information and your transcript packet via secure portal; you can access the transcript online, save the address details the IRS has on file, and move forward without delays

If, for any reason, we are unable to retrieve a year you requested (rare), we’ll contact you to adjust the period or refund that line item.

Why Businesses Use This Service

When you need clarity fast and a secure handoff to lenders or advisors, this service keeps things simple and moving.

Time Saved

Avoid phone queues and back-and-forth with the agency; we manage the process comprehensively so you can concentrate on income and operations.
Clarity fast

No email attachments; delivery is via encrypted portal only.
Security by design

No email attachments; delivery is via encrypted portal only.

Built for lending & compliance

Lenders and advisors often ask for EIN confirmation, entity information, and transcript documents—your packet is ready to hand off.
Pricing

Clear, simple and transparent layout of our pricing

Service Fee

$399/yr

(+$149 for each additional year)

  • Order a transcript packet for one business entity  today with fast, secure, and hassle-free delivery.
  • Most transcripts are available within 3–5 business days, though IRS delays may occasionally extend processing.
No credit card, no obligation.
Get Started

Optional Consultation

$350

  • Get into a one-to-one consultation with a proven tax professional.
  • Acquire expert insights into your transcripts and IRS status.
No credit card, no obligation.
Get Started

Testimonials

What Our Clients Are Saying

"I was stuck in a loop with the IRS for weeks. This service got me my transcripts in three days, and the summary was a lifesaver. Highly recommend!"

John D.

Small Business Owner

"The process was simple and secure. I finally have a clear picture of my business taxes without the headache."

Sarah L.

Freelance Consultant

What's Inside the Packet?

Your transcript packet contains everything you need to verify your income and account history:
IRS Account Transcript

This record provides a year-by-year summary of your tax account activity, including assessments, payments, and balances.
Return Transcripts

Copies of your filed tax returns are included for selected years, allowing you to reference exactly what was submitted to the IRS.
Wage & Income Records

These documents include Forms W-2, 1099, and other reported income statements that show what employers, banks, or other entities reported to the IRS.
Verification of Non-Filing Letter

If you did not file a tax return for a particular year, this letter confirms your non-filing status with the IRS.
Cover Page & Summary

An easy-to-read overview is provided to highlight key information and help you quickly understand the contents of the packet.
Secure Digital Copy

A digital version of your records is delivered by email, allowing for immediate download, storage, or printing when needed.
This complete set ensures you can review your history, confirm your information, and share accurate IRS data whenever necessary.

FAQS

Frequently Asked Questions

These FAQs explain how our business transcript service works, what you receive, who qualifies, and how we protect your information—using simple terms and clear steps.

Is this service legal and compliant with IRS rules?
Do I need to send a physical ID or paperwork?
Who qualifies to use this service?
What exactly will lenders or underwriters receive?
How fast is delivery, and what if something goes wrong?
What will the packet show about my entity profile?
Can you handle multiple years or entities, and how much does it cost?
What if IRS data is missing or outdated?
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