714-632-3480

Tax Deadline is Approaching – Do You Need Financial Documents?

Tax Deadline is Approaching - Do You Need Financial Documents?

Tax season is upon us and you know what that means—submitting all your documents with the IRS. However, if you are missing certain financial documents, you could get into trouble with the IRS. You need to have supporting documents for what you submit to the IRS and if these are missing and you are unable to produce them, you could end up in hot water. Thankfully, Certified Field Agent is here to help. Keep reading to learn more about who we are and how we can help with tax season this year!

What documents can Certified Field Agent locate for me?

At Certified Field Agent, we have a nationwide network of field agents that are able to locate documents for you. These documents range from medical records and birth certificates to mortgage agreements and financial documents. If you are looking for anything from will and trust documents and previous tax filings to bankruptcy statements this tax season, Certified Field Agent is here to help.

Why should I trust Certified Field Agent?

Certified Field Agent is a division of Datafied, which is a trusted industry-leading document management and retrieval company. For over 31 years, we have been helping individuals locate the documents that they need across the country. Our Field Agents are highly trained, professional, and HIPAA certified so you can rest assured that your personal information is in safe hands.

How do I get the process started?

Getting the process started is simple! You just need to get in contact with us to discuss your needs. We will then provide a quote for our services and you can move forward from there. We have helped countless individuals locate financial documents during tax season and we would be happy to assist you as well!

Contact Certified Field Agent today to request copies of your financial records!

The tax deadline is approaching and that means that you might start to panic if you cannot find copies of essential financial documents. Let’s face it, there is nothing more daunting than thinking about an IRS audit, which is why it is essential to have all your records in order. If you are in need of any financial records or official documents of any kind, Certified Field Agent can help you locate them. Our agents can obtain certified copies for you so you will be prepared to submit your tax filing and any subsequent audit that follows. Give us a call today at 714-632-3480 to request your financial records.

To learn more about the reliable and quality document retrieval services that we offer, visit us on the web at Certified Field Agent.