Professional tax account monitoring that catches issues early, so you're never blindsided.
Start Intake βUnknown tax debts that have been accruing penalties and interest for months.
Response windows that expire before you even know there's an issue.
Critical IRS mail that went to the wrong address or got buried in the stack.
Professional-grade IRS account surveillance, delivered in plain English.
Your IRS account transcripts checked regularly for any changes or new activity.
No IRS jargon. Clear explanations of what changed and what it means for you.
Get notified when something needs attention β before penalties compound.
Your transcripts and reports available 24/7 in a private, encrypted dashboard.
Too busy running your company to chase down IRS mail and decode cryptic notices.
Complex returns with multiple income sources that attract IRS attention.
Previously dealt with an audit, balance, or notice β and want to stay ahead.
Often away from your primary address when IRS mail arrives.
Four steps to peace of mind.
Quick questionnaire to gather the information needed to access your IRS records securely.
We retrieve your complete IRS account history and establish your baseline status.
Regular transcript checks catch any changes, new filings, or IRS actions.
Receive plain-language summaries and alerts when action is needed.
A transcript is readable once you know what to look for. Tax Monitor translates it.
A transcript hold (code 570) appeared, followed by a notice (code 971). This pattern often means the IRS needs more time to process something or has a mismatch to resolve.
Watch for the notice details, confirm the notice date, and track whether the hold clears or escalates. If the letter requires a response, we flag it early so you have time to act.
Monitoring does not create IRS representation. Representation, filing, and resolution are separate engagements.
Monthly status at a glance.
β No new IRS actions detected
β All returns processed normally
β No outstanding balances
Everything you need, nothing you don't.
Access your complete IRS records anytime.
See exactly when and what changed on your account.
Download any past report in one click.
Clear expectations, no surprises.
Monitoring doesn't establish representation. If you need someone to handle IRS matters on your behalf, that's a separate engagement.
We monitor your account β we don't file returns. Keep working with your current preparer.
Reports explain what the IRS says, not what you should do about it. Strategic decisions require consultation.
Complete intake today and see your IRS account status within 5 business days.
Start Intake βNo IRS representation created by intake. No obligation until you sign.