ID.ME & IRS Transcripts

When it comes to preparing your taxes, accuracy is essential. One of the most effective ways to ensure your tax return is complete and error-free is by accessing your IRS transcripts—and the easiest way to do that is through an ID.me account.

What is ID.me?

ID.me is a secure online identity verification system used by the IRS and other government agencies. It protects your personal information and gives you convenient access to important tools—like your IRS tax transcripts.

Why IRS Transcripts Matter

Your IRS transcripts provide a detailed summary of:

  • All income reported to the IRS (W-2s, 1099s, etc.)

  • Payments made, including estimated taxes

  • Filing history and tax return data

  • IRS notices or adjustments

By reviewing your transcript, we can ensure that your return:

  • Reflects all reported income (avoiding IRS notices)

  • Maximizes your refund by catching all eligible deductions and credits

  • Minimizes audit risk by confirming the accuracy of reported figures

We strongly recommend that all clients access their IRS transcripts before tax preparation begins.

Step-by-Step: How to Create Your ID.me Account

Setting up your ID.me account is fast and secure. Once created, you’ll have continued access to your tax transcripts, refund status, and other IRS tools.

✅ Follow These Steps:

  1. Visit the ID.me homepage
    Click here: Create an ID.me Account

  2. Click “Sign In,” then select “Create an Account.”

  3. Enter your email address and choose a password.
    Then click “Create account.”

  4. Check your email inbox for a message from ID.me.
    Click the confirmation link in that email.

  5. Return to your browser.
    The site will automatically move you to the next step.

  6. Set up Multi-Factor Authentication (MFA):
    Choose a method (text, app, etc.), enter the 6-digit code, and click Continue.

  7. Verify Your Identity:

    • Upload photos of your government-issued ID (such as a driver’s license or passport).

    • Answer personalized security questions about your credit history.

  8. Review and confirm that all your information is accurate.

  9. Click “Allow and Continue” to complete the setup.

Need more help? Click here: ID.me Support

Creating your ID.me account is a one-time step that opens the door to faster, more accurate tax filing. Don’t wait—take control of your tax information today.