Order Transcripts Thru Tax Discharge Determinator and let us do the work for you!
When ordering transcripts yourself, you'll either need to wait on line for up to an hour, sometimes two, or go thru the difficult process to use "E-Services". This is wasted time you can't get back. Instead, for only $199.00*, Tax Discharge Determinator will order the transcripts for you and deliver them to you! To be clear, this is not $199.00* per transcript; it is $199.00* to obtain all the Account Transcripts for any tax year your client has a balance due.
WHAT DOES THE FEE GET YOU? We will determine the balance owed on a year-by-year basis; we will request official IRS Account Transcripts for each year with a balance due; we will request wage and income information (as reported to IRS) for each year for which tax returns have not been filed AND FOR WHICH IRS says it is seeking returns. We will NOT request Account Transcripts for any year with a “zero” balance owed or income information for any year for which a return has been filed or the IRS is not seeking a return. NO INFORMATION OBTAINED IS WARRANTED AS ACCURATE BY US but is what is conveyed to us from IRS personnel.
For taxpayers that are married, the IRS requires married individuals to complete ONE (1) Tax Information Authorization, form 8821, each (regardless of their married filing joint status). Please be sure to submit one form 8821 for the primary taxpayer and a second form 8821 for the secondary taxpayer. The fee to obtain information on Married individuals is $249.00. If your client is getting a divorce or is currently separated then treat the taxpayer as a single taxpayer at the standard rate.
Here are the steps you need to take:
Please note, any forms electronically signed must be filed online with the IRS. The IRS does not accept electronically signed forms by Fax. Any forms submitted with electronic signature will take 60-75 days to process
* Limit Account Transcripts for 10 years, or income and wage info for 10 years, or any combination of Account Transcripts and wage and income info for 10 years. Additional years beyond the 10 years requires another $199 fee for years 11-20.
Full Service Option
We now offer the opportunity to have TDD obtain the transcripts and run the TDD program for you and deliver you the “results”. Although we believe TDD is an incredibly easy program to use, some people would rather outsource the entire process and just get the “answers”. Now you can. You will receive written reports showing a year-by-year breakdown of the amount owed and the earliest date each is non-priority. You will receive the final product for your files or to give to your clients, not as a “legal opinion” (because TDD is not a law firm) but as the same product you would have created but without any hassle. If interested in this, so state in your email with the form 8821. NOTE: not applicable for any tax year having an SFR assessment; rather, you will be given a brief email or telephone consultation about what your client might be able to do about those tax years).
That is all you have to do!