Tax problems
IRS transcripts can help identify filed returns, reported income, assessments, payments, penalties, and collection activity. We help request the appropriate records and interpret what they do—and do not—show before returns are reconstructed or a resolution path is selected.
Discuss your needs
Individuals, self-employed taxpayers, and business owners who are missing federal returns or income statements, cannot confirm filing or payment history, received an unfamiliar IRS notice, or need a reliable account record before preparation, audit, or collection work begins.
Identity verification and authorization requirements depend on who requests the information. Once records are available, we organize them by tax year and type, explain key transaction codes or gaps, and identify the next documents needed.
A transcript is not always a complete substitute for an original return and may not include every state, bookkeeping, basis, or supporting record. Protect IRS account credentials and use only official access methods.
Protect sensitive records. Do not send tax documents, Social Security numbers, bank records, IDs, or other sensitive files through ordinary email. Call the office before transmitting sensitive records.
IRS transcripts contain federal information only. Florida does not have an individual income-tax return, but a Florida business may need separate Department of Revenue records for corporate income, sales and use, reemployment, or other taxes; those items will not appear in an IRS transcript. Deerfield Beach residency does not change the federal transcript process, and municipal or Broward County records must be requested from the agency that maintains them.
It depends on the question. A return transcript summarizes many items from the filed return; an account transcript shows later account activity; a record of account combines return and account information; a wage-and-income transcript shows many information returns; and a verification of non-filing letter reports that no processed return was found as of the request date.
No. A transcript is a summary or account record and may be sufficient for many tasks, but it does not reproduce every attachment exactly as filed. When an actual photocopy is necessary, the IRS uses Form 4506 and may charge a fee. Peter identifies which record fits the purpose before requesting it.
A CPA may obtain and discuss protected IRS information when the taxpayer completes the appropriate authorization and the requested act is within the representative's authority. The correct form and periods must be identified precisely. An authorization does not give anyone the taxpayer's online-account password, and clients should never share those credentials.
No. It reports many information forms received by the IRS but may not include business expenses, cost basis, cash transactions, complete state information, or documents not filed by a payer. Transcript availability also varies by year and processing status, so client records and payer statements remain important.
That message can indicate no processed return is on file as of the transcript date, but current-year processing and transcript availability can affect what appears. Peter compares the transcript with filing confirmations, notices, and client copies before concluding that a return is missing or deciding the next step.
Primary sources
Use these links for current agency guidance, forms, and filing information.
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