Dallas, Texas. One desk, one phone number.

Pull the transcript before anyone rebuilds a year from memory

People want to start with the shoebox. The shoebox is useful later. The first honest list is the one the IRS already built from forms it received.

What to pull, and who logs in

The wage and income transcript is the record to pull before a year is rebuilt. It shows the forms the IRS already holds. Your memory of a cash job, or of a form you never saved, is the weak source.

You order that transcript yourself. We do not log in as you. The IRS page walks through how to get it, and you can do that from wherever you sit.

Once it is in hand, the year can be built from records that match those forms, plus the deductions the transcript will never list. A substitute, if one was assessed, shows up on the account transcript rather than in your memory.

Source. Get the wage and income transcript before rebuilding a year. The reader orders it. This desk does not log in as the reader. Read 29 September 2026 at https://www.irs.gov/individuals/get-transcript

Before a year is typed
Wage and incomemarkedPull this first
MemoryThe weak source
Who orders itYou do
Then the yearMatched to those forms
Marked row is the first pull.
See the stack in order

Where this desk stops

Putting the years into one stack and preparing them is the work this address does. Answering a levy, a lien or a deficiency notice on your behalf is representative work that belongs with a firm that does it, and bargaining a balance down is not something that happens here. No CPA license sits at this desk, so signed reports on statements go elsewhere too. All of that is spelled out at more length on the disclosures page.

The shoebox still matters, just not first

Receipts, mileage, and the things a transcript cannot see come in after the forms are listed. That order saves you from omitting a payer the IRS already knows.

Say which years you think are missing. We will tell you which transcript to open first, and we will not sign in under your name.

Book a Tax CFO meeting

What people read next

Say which years feel missing

A list of years is enough. You do not have to attach a thing.

You will be talking to the Steven Palmieri practice.