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Our carefully crafted blogs offer valuable insights and guidance on taxes, accounting, finance, and beyond. Stay informed with expert advice designed to help you navigate the financial world with confidence. 

If we prepared your tax returns for you, we keep copies of all your documents, so you can simply request a copy of your return from us at any time.
You can also get a Tax Return Transcript, a Tax Account Transcript, as well as actual copies of your tax returns from the IRS.  Here are the details:
Tax Return Transcript.  A return transcript shows most line items from your tax return just as you filed it. It also includes any forms and schedules you filed with your return. However, it does not reflect changes made to the return after you filed it. If you are applying for a mortgage, most mortgage companies require a tax return transcript and participate in our Income Verification Express Service program. If you are applying for financial aid, you can use the IRS Data Retrieval Tool on the FAFSA website to import your tax return information to your financial aid application. In both of these cases, you won’t have to request a transcript directly from the IRS.