Tax & Financial

IRS Account Set Up

Identity verification can block access to your IRS online account. We guide you step by step until your account is created and verified.

Who it's for

Anyone who needs to view balances, payments or transcripts online.

What's included

  • Guided ID.me / IRS account creation
  • Identity verification support
  • Troubleshooting blocked verification
  • Walkthrough of your account

Documents needed

  • Photo ID (passport or driver's license)
  • Phone with camera
  • A recent tax return