Services

IRS Transcript Retrieval (Tax Reporting)

  1. What it is: End-to-end transcript pulls delivered to your dashboard with proof.
  2. What you can request: Return Transcript, Account Transcript, Record of Account, Wage & Income (W-2/1099), and related IRS data tied to the authorization scope.
  3. How it works: We guide the Form 8821 authorization, submit through approved channels, monitor status, then retrieve and post the results for download.
  4. Best for: Lenders, servicers, and bankruptcy counsel who need authoritative IRS data—quickly.

“4506-T/4506-C” Loan Transcript Service (IVES)

  1. What it is: A lender-friendly workflow to obtain IRS return information for underwriting, QC, and post-close reviews. Use cases: Post-close audits, Income verification for mortgage and consumer lending QC and fraud checks.

1120 Extension Filing + Proof for Banks

  1. What it is: We file corporate 1120 extensions on behalf of your client base (via your approved process) and then pull IRS transcript evidence to prove the extension was filed.
  2. Why it helps: Underwriters and relationship managers get timely, verifiable documentation without waiting on clients or chasing emails.

8821 Authorization Creation & Management

  1. What it is: Guided creation of Form 8821 to authorize disclosure of information from the IRS to your organization.
  2. How it helps: Clean, complete authorizations reduce IRS rejects and delays; centralized management ensures scope, years, and entities are correct.

TaxWatch