Building Westmont's
Future Together
Our Gift Planning team has experience across a range of giving opportunities, and we are always available for phone calls and personal visits to discuss your particular areas of interest, from designating Westmont in your wills or trusts to exploring life income gifts with generous tax benefits.
We offer supplemental estate planning and tax guidance information on these web pages through our planned giving partner, Crescendo Interactive, Inc. Based in Camarillo, CA, Crescendo has been a preferred service provider for over 30 years among colleges, universities, faith organizations, professional advisors and other nonprofit organizations.
Steven Jay Davis
Senior Director of Gift Planning
Thursday June 4, 2026
Washington News

Create an IRS Individual Online Account
On February 3, 2026, the Internal Revenue Service (IRS) encouraged taxpayers to create an IRS Individual Online Account. The IRS Online Account is a helpful and convenient way to review your tax information. This account enables you to have secure access to your tax information. It also helps protect you against identity theft and fraud.
An Individual Online Account is available for anyone who verifies his or her identity. Your tax professional may also use an IRS Tax Pro Account to assist you in filing returns.
There are multiple benefits to setting up an IRS Individual Online Account.
- Access – You may review your key tax information on your prior tax returns, including your adjusted gross income (AGI).
- Security – This account allows you to request an identity protection PIN.
- Refund – You can use your account to check the status of your refund.
- Amended Return – If you file an IRS amended tax return, you will be able to check the status of that amended return.
- Records – You can access your return transcripts and your wage and income records.
- Power of Attorney – You can approve a request from your tax professional to create a power of attorney and authorize access to your tax information.
- Tax Return Documents – An Individual Online Account also gives access to current documents that may be helpful for filing your 2025 tax return. Many employers, financial institutions, and government agencies have filed information related to your income and other materials with the IRS. You may be able to access these documents. This convenient information source will facilitate the completion of this year's tax return. Some of the documents that may be available include Form W-2, Wage and Tax Statement, Form 1095-A, Health Insurance Marketplace Statement, Form 1099-DIV, Dividends and Distributions. Form 1099-INT, Interest Income and Form 1099-MISC, Miscellaneous Information.
Previous Articles
2026 Tax Filing Season Officially Opens
IRS Releases FAQs for Deductible Qualified Overtime Compensation
Thursday June 4, 2026
Washington News

Create an IRS Individual Online Account
On February 3, 2026, the Internal Revenue Service (IRS) encouraged taxpayers to create an IRS Individual Online Account. The IRS Online Account is a helpful and convenient way to review your tax information. This account enables you to have secure access to your tax information. It also helps protect you against identity theft and fraud.
An Individual Online Account is available for anyone who verifies his or her identity. Your tax professional may also use an IRS Tax Pro Account to assist you in filing returns.
There are multiple benefits to setting up an IRS Individual Online Account.
- Access – You may review your key tax information on your prior tax returns, including your adjusted gross income (AGI).
- Security – This account allows you to request an identity protection PIN.
- Refund – You can use your account to check the status of your refund.
- Amended Return – If you file an IRS amended tax return, you will be able to check the status of that amended return.
- Records – You can access your return transcripts and your wage and income records.
- Power of Attorney – You can approve a request from your tax professional to create a power of attorney and authorize access to your tax information.
- Tax Return Documents – An Individual Online Account also gives access to current documents that may be helpful for filing your 2025 tax return. Many employers, financial institutions, and government agencies have filed information related to your income and other materials with the IRS. You may be able to access these documents. This convenient information source will facilitate the completion of this year's tax return. Some of the documents that may be available include Form W-2, Wage and Tax Statement, Form 1095-A, Health Insurance Marketplace Statement, Form 1099-DIV, Dividends and Distributions. Form 1099-INT, Interest Income and Form 1099-MISC, Miscellaneous Information.
Previous Articles
2026 Tax Filing Season Officially Opens
IRS Releases FAQs for Deductible Qualified Overtime Compensation
Donor Stories
Learn how our supporters have made an impact through their acts of giving to Westmont. Be inspired by the various ways of giving used by our alumni, parents and friends.


