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QMJ Tax Services

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Home
Client Portal
Services
  • Tax Planning Preparation
  • Consultation & Advisory
  • Collaborative Accounting
  • IRS Problem Resolution
  • Notary Services
About Us
Contact Us
IRS Account Set-Up
Resources
FAQ
More
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  • Home
  • Client Portal
  • Services
    • Tax Planning Preparation
    • Consultation & Advisory
    • Collaborative Accounting
    • IRS Problem Resolution
    • Notary Services
  • About Us
  • Contact Us
  • IRS Account Set-Up
  • Resources
  • FAQ

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IRS Account Set-Up

Why set up an IRS Online Account

QMJ Tax Services recommends that all tax clients set up an IRS online account.


An IRS online account makes it easier to access tax forms, tax return status, and payment or refund information. You can also view your latest payment history. 

To set up an IRS Account , you will need:

  • Access to a personal email
  • Valid state-issued identification card
  • Phone with text message capabilities
  • Phone with a camera access

How to Set-Up Your IRS Account

Step 1

Go to IRS website: www.irs.gov

Step 2

Create an ID.me account (if you don't have one already) using your personal email address.

Step 3

Confirm your email address.

  • You will receive an email from ID.me with the subject "Welcome to ID.me"
  • Click the "confirmation button" to confirm your email address or enter provided code on ID.me website

Step 4

Secure ID.me account by adding multi-factor authentication methods provided by IRS.

Step 5

Verify your identity. You have two options to choose from: you can select the self-service option or the video chat agent.

  • For the self-service option, you will need a social security number, a photo ID, and take a video selfie.
  • For the video chat option accepts more document types and no selfie is required, but wait times for this option may vary.


Step 6

Upload photos of your ID using your phone. (Required to take a picture of your state-issued identification front and back)

Step 7

Take a video selfie using your phone's camera

Step 8

Enter your Social Security number.

Step 9

Review and confirm your information

Step 10

Allow ID.me to share your verified identity information with the IRS

Step 11

Once confirmed, you can now sign into your personal IRS online account.

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