🧑‍💻 Set Up Your IRS Account with ID.me

Over the last few years, the IRS has improved how you can access your personal tax information online — and it's actually pretty helpful (we promise!).

By creating an IRS account through ID.me, you can:

• View your balance due and make payments​
• Set up or manage a payment plan
• Access transcripts if needed for loans or other financial applications
• See your official IRS notices and communications
• Keep an eye on your tax history and activity

We recommend all clients set up their own IRS account using ID.me. It’s secure, free, and gives you access to the same info we see when we represent you.

👉 If you're married, both spouses will need to create separate accounts.
Get started here:
🔗 https://www.irs.gov/payments/online-account-for-individuals

🚀 Getting Started with ID.me

Ready to set up your IRS account? You’ll use ID.me to verify your identity and access your IRS info securely. It’s free and only takes a few steps.

Here are some helpful links to guide you through the process:
🔗Internal Revenue Service (IRS) Help.ID.me page
🔗What Does ID.me Do for the IRS
🔗How to Set Up and Protect your ID.me Account with the IRS
🔗How to upgrade your ID.me account for enhanced security
🔗Verify Your Identity on a Video Call