Understand Your IRS Tax Record.

Your Own Records Only (New Jersey)

This service is for a living New Jersey resident requesting review of that taxpayer's own IRS records, generally involving Form 1040 tax periods.

Requests for deceased taxpayers or requests submitted on behalf of another taxpayer are not eligible. Estate, fiduciary, representative, business/entity, Form 1041, and Form 706 matters are outside this service.

Simple rule: The person requesting the service must be a current New Jersey resident, the living taxpayer whose own records are being reviewed, and have the legal capacity to enter into the Service Agreement and provide the required IRS authorization.

What if I already have IRS transcripts?

You may provide copies you already have as supplemental information through Verifyle after your request is accepted, but they do not replace the Firm's own retrieval from the IRS.

For every review, Hawthorne Accounting Services LLC must obtain directly from the IRS the transcripts used for the analysis after the required authorization is in place. This provides a consistent source for the records used in the review and helps confirm that the Firm is working from the IRS information available through its authorized access.

Pricing does not change: Having your own transcript copies does not reduce the service fee because direct IRS retrieval is a required part of the service.

IRS Authorization — How It Works

Preferred: IRS Tax Pro Account

Hawthorne Accounting Services LLC submits an electronic Tax Information Authorization request using information you provide securely. You then sign in to your own IRS Online Account and approve it. Approval is due within five business days after you are notified that the request is ready.

The IRS may leave an unapproved request available for up to 120 calendar days, but that does not extend the Firm's five-business-day service deadline. Never provide your IRS username, password, or authentication codes.

Alternative: Handwritten Form 8821

You must personally review, hand-sign, and date the prepared Form 8821 and return a complete, clear PDF through Verifyle within five business days. The signature and date must be legible. A defective form does not satisfy the deadline unless corrected in time or by a replacement written deadline the Firm provides. The taxpayer should retain the original signed Form 8821.

Before choosing this method, make sure you can create a clear PDF of the signed form. Form 8821 is a Tax Information Authorization, not a power of attorney.

Who authorizes access: The authorization comes from you, the living taxpayer receiving the service for your own records. Mark R. Mazziotti, M.A., E.A. is the IRS tax information designee.

Prior Tax Information Authorizations: This service does not preserve prior Tax Information Authorizations. If IRS Tax Pro Account is used, prior authorizations for the same authorization type, tax matters, and tax periods are revoked under IRS procedures. If handwritten Form 8821 is used, the Firm will not check line 4 (Specific Use) and will not use the line 5 retention procedure or attach a prior authorization for retention; IRS revocation rules will apply. If you need a prior Tax Information Authorization preserved, this service is not designed for that requirement.

Important Service Information

• The IRS Account Transcript is the primary document professionally reviewed.
• Other available IRS transcripts may be obtained as supporting records but are not separate comprehensive analyses unless the report expressly says otherwise.
• Tax returns and source documents are not audited or comprehensively reviewed under this service.
• The written report is generally expected within 10 business days after all necessary IRS records and Client information are received and required Client steps are complete. This is an estimate, not a guaranteed completion date.
• The service includes one optional telephone consultation of up to 20 minutes to discuss the completed review and written report. It must be requested, scheduled, and completed within 10 business days after the report is provided. If you want the consultation, request it promptly through Verifyle and provide the questions or topics you want to discuss so there is sufficient time to schedule and prepare for the call. The consultation is one session and may not be divided into multiple calls.
• The $50 administrative setup component is generally earned when the engagement is accepted and full payment is received. The full accepted fee is generally earned once substantive professional analysis begins, subject to the Service Agreement and applicable law.
• Tax resolution, IRS representation, amended returns, and other additional work require a separate engagement.