Install a Complete IRS Monitoring + Notice Response System in 30 Days
Tax Monitor Pro replaces reactive IRS notice firefighting with proactive transcript monitoring and a built-in response system. Done-with-you build, fully installed in 30 days, refund if the system doesn't deliver.
Built for the practices that run on
Tax Monitor Pro installs a complete IRS monitoring and notice-response system in your firm in 30 days. You stop being surprised by notices, stop scrambling when clients forward CP letters, and start handling year-round IRS noise as a system instead of as fire drills. $5,000 setup. $497/mo ongoing. Refund if the system doesn't deliver.
Built for one specific person
A CPA, EA, or tax attorney whose practice includes ongoing client representation — and who's tired of finding out about IRS issues from a panicked client forwarding a notice.
You're a fit if:
- You represent clients year-round, not just at filing
- You handle at least 20 client representation matters per year (notices, audits, transcripts, plans)
- You currently react to IRS notices as they come in, rather than anticipating them
- You'd rather have a system that surfaces IRS issues before the client panics
You're not a fit if:
- Your practice is filing-only and you don't represent clients post-filing
- You're looking for tax-resolution software you bolt on yourself (we install workflows, not SaaS)
- You're looking for someone to handle representation cases for you (we install the system; you handle the cases)
A 30-day build, in three phases
The Tax Monitor Pro installation runs as a structured 30-day build with three distinct phases.
Phase 1 — Transcript Monitoring Foundation
Proactive IRS transcript monitoring across your client roster: e-Services integration (or alternative if your firm type uses a different path), automated weekly transcript pulls on flagged clients, and an alert system that fires the moment a notice or balance change hits a client account. Plus client roster import and tier assignment. By Day 10, you know about IRS activity on your clients before the notice arrives in their mail.
DAYS 1–10Phase 2 — Notice Response Operating System
The response infrastructure: a notice taxonomy covering the 20 most common IRS notices your firm sees, mapped to response timelines and templates. Pre-built response templates for each notice type (you customize the 10% that's client-specific; the system handles the 90% boilerplate). Plus client communication scripts and escalation paths. By Day 20, when a notice lands, the response is largely pre-built. You're customizing, not investigating.
DAYS 11–20Phase 3 — Recurring Monitoring & Client Communication
Year-round operations: monthly batched transcript-review cadence, quarterly client communication template, annual pre-season risk audit, and full documentation so your team can run monitoring without you in the loop. By Day 30, IRS monitoring is a managed function in your firm — not a series of fire drills.
DAYS 21–30Why this pays for itself
A typical notice response handled reactively takes 2–4 hours of CPA time: read the notice, research, draft a response, communicate with the client. At $200/hour, that's $400–$800 per notice. If your firm handles 30 notices a year, that's $12,000–$24,000 of reactive work annually.
With Tax Monitor Pro installed, the same 30 notices take 30–60 minutes each — because the system has done 80% of the work before you touch it. That's $6,000–$12,000 in CPA time recovered annually, plus the client-retention value of being proactive instead of reactive.
The install pays for itself within the first 8–12 notices handled through the system. Most firms hit that within 3 months.
Four Fridays, then it's yours
One 60-minute build session every Friday. Four sessions total. You're not building — we are. You're approving decisions, surfacing your firm's edge cases, and learning the system as it goes in.
Direct text access Monday–Friday for questions. Async. No scheduled calls needed.
At Day 30, you own everything. Documentation, SOPs, training videos for your team. The system runs whether we're in your life or not. Ongoing support ($497/mo) is month-to-month — keep it as long as it's useful, cancel anytime.
Productized — priced like it
One setup fee, one optional support tier, and two ways to pay. No agency scope creep.
Pay in full
$5,000 on engagement. Work begins within 5 business days.
Pay-as-you-build
$2,500 on engagement, $2,500 on Day 14 kickoff. Same timeline, same deliverable.
Ongoing support is month-to-month. Cancel anytime.
Refund if it doesn't deliver
If, 60 days after install completion, your firm doesn't have:
- A working transcript-monitoring system pulling on your client roster, AND
- A notice-taxonomy library covering the top 20 IRS notices, AND
- A documented response workflow your team can execute without you,
…we refund the setup fee. Same terms as TPP. Full stop.
Lenore is in active install with our first cohort of TMP firms. We're sharing testimonials as installs complete. If you'd like to be one of the first reference clients, mention it on the discovery call — we offer a $500 install credit to firms willing to share their experience publicly after Day 60.
Questions, answered
Will TMP work for my specific firm type?
What if I don't have e-Services access?
What happens at Day 30 if I want to keep working with you?
Ready to install Tax Monitor Pro?
The next step is a 30-minute discovery call. We confirm your firm's specific fit, walk through how your firm currently handles IRS notices, and decide together whether TMP is the right install for your situation. No pressure to buy on the call. If we're not a fit, we'll tell you and recommend something else.
Book a Discovery Call →