we began requiring all clients to submit a copy of their IRS Account Transcript along with their Tax Organizer and other annual tax prep documentation. Initially, this was to confirm the amounts ...

Curious about what that IRS transcript code means? Or did you get an error code on WMR? One of the biggest questions we see during tax season are what the various reference codes mean on the IRS ...

If your FAFSA is selected for verification, and you did not use the IRS Data Retrieval option, or you changed the IRS data, you will be required to request a tax transcript (not a Tax Account ...