
With our student loan transcript service, you'll receive a complete packet tailored to your needs—perfect for federal student aid, loan forgiveness, or school verification.

We request your transcript from the IRS website using Form 8821, matching your social security number and address to ensure accuracy.

Our team briefly explains your tax return transcript, including what each line means and how it may affect your financial aid eligibility.

Receive your packet as a secure download, or choose transcript by mail if you need a hard copy.

We prepare your packet so it's ready to share with any financial aid office, career school, or college.

You'll have a digital copy for future applications, tax reviews, or school documentation.

Your transcript may include Schedules 1–3, verification letters, or a statement of non-filing, whichever the IRS receives and stores for your file.









$199/yr
(+$99 for each additional year)
$250
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Everything is checked for accuracy and delivered digitally or by mail, based on your preference.
FAQS
An IRS tax return transcript shows most line items from your original return, including your income, filing status, and key financial information. Schools and lenders often need accurate tax information—especially for education-related programs. For example, FAFSA and student aid programs rely on this transcript to verify household income. It displays details like your street address and AGI, and whether any amendments were made. We help you simplify this process by retrieving it quickly and formatting it for review.
When completing the Free Application for Federal Student Aid (FAFSA), the Department of Education often requires income confirmation through a tax return transcript. If you're a parent or student applying for financial aid, this transcript helps display accurate data without needing to re-enter it manually. Schools use it to validate information and ensure fair financial awards. Our service ensures that your submission is correct, updated, and matches IRS records—avoiding delays or aid rejections.
Yes, a tax return is the original document you filed, while tax records or transcripts are official summaries the IRS provides. Your return may have changed, or you may need proof of non-filing. The transcript is an updated, IRS-verified record. Even if you kept a copy of your return, most schools, lenders, and government agencies will only accept an official IRS tax return transcript for verification.
You can visit the IRS website and use the IRS Data Retrieval Tool through FAFSA. However, many users find it difficult to access due to identity verification errors or outdated street address records. If your information has changed or you're having trouble using the tool, our service helps simplify the process by handling it for you. We also provide a clear summary, which the IRS does not offer with its online transcript tools.
The cost for our service is $199 for one tax year. Each additional year requested is $99. If you want help interpreting the transcript or understanding how it applies to federal student aid, you can select a $250 consultation. Unlike the IRS, which provides free options, we offer expert guidance, formatted packets, and faster delivery—all designed to help you obtain and transfer the correct information without error.
We begin the transcript retrieval process once we receive your signed Form 8821. Depending on IRS response times, you can expect to receive your complete packet in 3–5 business days. Everything is delivered digitally or by mail and includes a plain-English summary to help you understand and display your financial information properly when applying for aid, loans, or school programs.
If your street address or other data no longer matches IRS records, the IRS Data Retrieval Tool may not work. We help identify inconsistencies, submit corrections if needed, and ensure the IRS has the updated details before proceeding. You’ll receive instructions on changing or verifying your records, and we’ll proceed only when everything is aligned to ensure a successful retrieval.
$199 for 1 year (+$99 per additional year)