Business Account Transcript

$399/year (Additional years $149 each)

Optional Consultation: $350
What You Receive

When you order your employer compliance packet, you get more than just forms — you receive a complete,
IRS-verified record set designed to keep your business compliant and ready for audits, loans, and reviews.

Official IRS Payroll Transcripts

Includes Form 941 (Employer’s Quarterly Federal Tax Return) and Form 940 (Annual FUTA Return) for your selected tax years. These transcripts confirm each return filed and show the processed date.
Tax Account Transcript

This document displays payment history, balances, and filing status so you can verify that all tax matters are current.
Wage and Income Transcript

Summarizes Form W-2, 1099, and other wage data reported to the IRS to ensure accurate records for employees and contractors.
Plain-English Summary

Delivery is through an encrypted portal
only—no email attachments—so
you can protect sensitive information.
Secure Digital Delivery

Your packet is delivered as a PDF
that can be downloaded immediately,
stored safely, or shared with lenders
and tax professionals.
Plain-English Summary

Breaks down transcript types and line items,
helping you quickly identify missing information
or discrepancies.
Secure Digital Delivery

Your packet is delivered as a PDF
that can be downloaded immediately,
stored safely, or shared with lenders
and tax professionals.
With everything in one place, you’ll have the crucial financial documents you need—accurate, complete, and IRS-validated.
How It Works

Getting your employer compliance packet is quick, secure, and hassle-free.
Our process removes the guesswork and eliminates the painfully slow paper request form process.

Step 1 - Request: Complete our secure online form and submit

Your business name, employer identification number (EIN), tax years, and mailing address.
Step 2 - Verify & Sign

We provide IRS Form 8821 (Tax Information Authorization) for you to sign electronically. This allows us to access your IRS records safely.
Step 3 - Retrieval

Our team uses the IRS e-Services system to pull your payroll, tax account, and wage and income transcripts. Each document is successfully validated to ensure accuracy.
Step 4 - Delivery

Your packet will be ready to download immediately within 35 business days. You’ll receive a secure digital copy containing all transcript types, entity information, and a plain-English summary.
Speed Comparison

Request Method

Typical Delivery Time

IRS Paper Request Form (Mail)

6–8 weeks or longer

Our Secure Online Retrieval

3–5 business days

With our service, you avoid long wait times, missing information, and lost mail — and stay ahead of deadlines.
Why Businesses Use This Service

Small businesses and growing companies rely on employer compliance
packets to stay ahead of tax deadlines, prepare for audits,
and keep accurate records. Here’s how this service supports
your most critical tax matters:

IRS Audit Response

When the IRS requests payroll records, speed is crucial. Our service retrieves account transcripts, wage and income data, and tax return transcripts so you can respond quickly and avoid costly penalties.
Loan Applications

Banks and SBA lenders require verified IRS records for approval. Having payroll transcripts and payment history ready shows lenders that your tax matters are in order.
Mergers & Acquisitions

Buyers often ask for past filings, prior years’ data, and proof of compliance. Providing a complete packet helps maintain deal momentum.

Internal Compliance Reviews

Business owners and accountants use
our packets to double-check that payroll filings
match IRS records, catch missing information,
and keep employees’ wage data accurate.

Tax Preparation & Planning

Reviewing prior filings and line items helps
your tax professional prepare amended
returns or plan for upcoming tax periods.

Internal Compliance Reviews

Business owners and accountants use
our packets to double-check that payroll filings match IRS records, catch missing information, and keep employees’ wage data accurate.

Tax Preparation
& Planning

Reviewing prior filings and line items helps
your tax professional prepare amended
returns or plan for upcoming tax periods.
By consolidating everything into one secure, IRS-validated packet, you save time, reduce stress, and keep your business moving forward. Whether facing an audit, applying for financing, or simply checking your records, this service ensures you’re prepared.
Pricing

Our service is simple, transparent, and designed for businesses that need fast, accurate IRS documentation.

Individual Transcript Service

$199 per year

  • For $250, you can obtain your Employer Compliance Packet Transcript for one tax year. Each additional year can be added for $99.
  • Order your transcript packet today for fast, secure, and hassle-free delivery.
  • Most transcripts are available within 3–5 business days, though IRS delays may occasionally extend processing.
Get Started

Optional Consultation with Tax Professional

$350

No credit card, no obligation.
  • Add a one-on-one session with a tax professional for a detailed review of your transcripts, explanations of line items, and personalized recommendations.
  • Most transcripts are available within 3–5 business days, though IRS delays may occasionally extend processing.
Get Started

Business Account Transcript (per entity)

$399 per year

    No credit card, no obligation.
    • For $399, you can obtain your Business Employer Compliance Packet Transcript for one tax year.
    • Order your transcript packet today for fast, secure, and hassle-free delivery.
    • Most transcripts are available within 3–5 business days, though IRS delays may occasionally extend processing.
    Get Started
    Your employer compliance packet covers transcript retrieval for one business entity and includes Form 941 and 940 payroll transcripts, tax account transcript, and wage and income transcript. Additional years can be added for a flat fee, and you can schedule a consultation with a tax professional to review your packet, discuss compliance concerns, and minimize audit risk.

    Fast delivery (3–5 days), bank-level encryption, and a fully IRS-compliant process ensure your data is safe and your deadlines are met.

    Testimonials

    "We had an unexpected IRS audit and needed our payroll transcripts fast. This service delivered in two days, and the summary helped us get organized quickly. A must-have for any business owner."

    Michael B.

    CEO

    "Applying for a business loan was stressful enough. This service made getting our payroll records to the bank a breeze."

    Jessica M.

    CFO

    What's Inside the Packet?

    Your employer compliance packet is a complete, IRS-verified set of payroll and tax records designed to keep your business audit-ready and compliant. Each packet includes:
    Form 941 & Form 940 Payroll Transcripts

    Quarterly and annual filings with processed dates, return filed confirmations, and most line items reported to the IRS.
    Tax Account Transcript

    Full account history including balances, payments, adjustments, and filing status for the selected tax years.
    Wage and Income Transcript

    W-2, 1099, and other wage data submitted by employers and payers, matched to your business EIN.
    Entity Information Cover Page

    Includes business name, IRS establishment date, and entity details for verification.
    Plain-English Summary

    A simple explanation of each transcript type, highlighting missing information or discrepancies.

    FAQS

    Frequently Asked Questions (FAQ)

    These serve as a convenient resource, offering clarity and guidance, ultimately enhancing user experience and reducing the need for repetitive inquiries.

    What is a Tax Account Transcript and Why Do I Need It?
    How Is a Tax Return Transcript Different from a Tax Account Transcript?
    What Is a Business Entity Transcript?
    How Long Does Delivery Take?
    Can I get these transcripts for free from the IRS?
    How Do You Keep My Information Secure?

    Business Account Transcript

    $399/year (Additional years $149 each)

    Optional Consultation: $350