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Tax Planning

 

Tax Planning

 

 

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Tax and Estate Planning Guides

Our Tax Planning Guide answers frequently asked tax questions for individuals, businesses, not-for-profit organizations, and more. 

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Our Estate Planning Guide helps you plan to ensure that your assets are distributed according to your wishes and your loved ones are provided for.

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Did you know that you need to register to access IRS Online Services?

ID.me is the identity verification platform the Internal Revenue Service (IRS) employs to provide secure access to online tax services. In addition to the IRS, several other federal agencies, including the Department of Veterans Affairs and the Social Security Administration, also utilize ID.me for multifactor authentication and identity proofing. Individuals must use ID.me to log in and access certain information from the IRS. If an individual already has an ID.me account, for example, if he or she has a Global Entry account (or an account from another federal agency in general), the individual should not need to create a new account; the existing credentials should be able to be used.

Note, ID.me does not process tax returns for the IRS. Instead, the IRS works with ID.me to provide identity verification for various IRS applications and forms.

Step-By-Step Instructions on how to register for ID.me
  1. Go to the IRS Online Service
    1. Visit the IRS website and select the online service you want to use (such as “Get Transcript” or “Online Account”), or follow this link to create a new: https://www.irs.gov/payments/online-account-for-individuals.
  2. Start the ID.me Registration
    1. Click “Create an ID.me account.”
    2. Enter your email address and create a strong password.
    3. Agree to the terms of service and privacy policy, then click “Create account.”
  3. Verify Your Email Address
    1. Check your email for a message from ID.me.
    2. Click the verification link in the email to confirm your email address.
  4. Set Up Multi-Factor Authentication
    1. Choose how you want to receive security codes (text message, authentication app, etc.).
    2. Enter the code you receive to complete this security step.
  5. Verify Your Identity
    1. You’ll be asked to upload a photo of a government-issued ID (driver’s license, state ID card, or passport).
    2. Follow the instructions to upload a clear photo of your ID.
  6. Take a “Selfie”
    1. Use your smartphone or a computer with a webcam to take a selfie.
    2. This selfie will be compared to your ID to confirm your identity.
    3. Alternative to Selfie (Optional)
      1. If you prefer not to use a selfie, you can verify your identity through a live video call with an ID.me agent.
    4. Complete the Verification Process
      1. Once your identity is verified, you’ll receive confirmation.
      2. You will now be able to use your ID.me credentials to sign in to IRS online services.
    5. Access IRS Online Services
      1. Return to the IRS online service you want to use.
      2. Sign in with your new ID.me credentials to securely access your tax information.
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