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Ideal Tax is a leading developer of tax verification and fraud prevention. We are a web-based verification service for the lending and mortgage industries.

As a leader, Ideal Tax Service has become a world class organization by providing expertise and leadership in Tax Verification. ITS uses cutting edge technology to ensure all information received and transmitted is secure at all times. Our team at Ideal Tax Service has made a commitment as a preferred vendor to deliver high quality, value added service to our customer with courtesy and respect. We have also guaranteed the fastest turn-around time available on the market today. We continually improve our services through the optimum use of technology and systems, by collaborating in countywide partnerships, and by being responsive to changing needs. We advocate decision making and responsible risk taking, as they are essential for a strong positive future.

As fraud rates increase, the prefunding process with the 4506-C is becoming more and more popular throughout the United States. Our technology is designed for high volume on a daily basis. Our company works directly with individuals within the IRS, assuring the production process will meet all exceptions with our clients. When using the form 4506-C has become the most efficient method for lenders to receive a borrower’s income tax information. The information is available electronically and quickly.

bull-orangeEMPLOYMENT VERIFICATION
Our nationwide access to millions of public records enables our clients to gain vital information necessary to select the appropriate applicant. The information provided comes direct from employers and includes basic job information: employer name and address, headquarters location, job title (when available), employment status, most recent hire date, and length of time with the employer.

Security is not just a service it's a priority

bull-orangebull-orangeThe SSL Certificate enables encryption of sensitive information during online Transactions.
bull-orangeSecure documents shredding program developed specifically to deal with the regulatory privacy and confidentiality requirements in the U.S.
bull-orangeDaily automated on demand security monitoring that ensures clients financial institution, and their customers are protected against outside security threats.


Transcripts available through submission of the form 4506-C includes the following:
  • - 1040 U.S. Individual Income Tax Return
  • - W2 Wage and Tax Statement
  • - 1065 U.S. Return of Partnership Income
  • - 1120 U.S. Corporation Income Tax Return
  • - 1098 Mortgage Interest & Student Loan Interest
  • - 1099 Dividends/Interest & Miscellaneous Income
  • - 5498 IRA
  • - TFV Income File Statement
  • - Account - Summary Statement
Latest News
  • 2023-02-08: Form 4506-C 10/2022 Version Reminder Read more
  • 2021-06-14: 4506-C Signature Box REQUIREMENT Read more
  • 2021-02-24: IRS will Continue to Accept Form 4506-T until Apri Read more
2217 Matthews Township Pkwy. Suite D236
Matthews, NC 28105

Telephone : 877-829-3290
Fax : 877-829-3292
Email : Support@Idealtaxservice.com
             Sales@Idealtaxservice.com