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This episode covers how to obtain your IRS transcript, specifically the account transcript and income transcript. It is important for CPA consultants to have access to your official records, especially for new clients. To get your IRS transcript, visit IRS.gov, click on "view your account" from the front page, and create or view your account. If you have accessed your transcript before, log in. If you haven't, click "create account" and complete the registration process, which takes about 15 minutes.
