EA-led, proactive monitoring β€” no IRS representation created by intake.

Know What the IRS Knows Before They Call

Professional tax account monitoring that catches issues early, so you're never blindsided.

Start Intake β†’

The IRS Doesn't Send Warnings. They Send Notices.

Surprise Balances

Unknown tax debts that have been accruing penalties and interest for months.

Missed Deadlines

Response windows that expire before you even know there's an issue.

Lost Notices

Critical IRS mail that went to the wrong address or got buried in the stack.

What Tax Monitor Does

Professional-grade IRS account surveillance, delivered in plain English.

Continuous Monitoring

Your IRS account transcripts checked regularly for any changes or new activity.

Plain-Language Reports

No IRS jargon. Clear explanations of what changed and what it means for you.

Early Alert System

Get notified when something needs attention β€” before penalties compound.

Secure Portal Access

Your transcripts and reports available 24/7 in a private, encrypted dashboard.

Who This Is For

πŸ’Ό

Business Owners

Too busy running your company to chase down IRS mail and decode cryptic notices.

πŸ“Š

High-Income Earners

Complex returns with multiple income sources that attract IRS attention.

πŸ”„

Past IRS Issues

Previously dealt with an audit, balance, or notice β€” and want to stay ahead.

✈️

Frequent Travelers

Often away from your primary address when IRS mail arrives.

How It Works

Four steps to peace of mind.

1

Complete Intake

Quick questionnaire to gather the information needed to access your IRS records securely.

2

Initial Transcript Pull

We retrieve your complete IRS account history and establish your baseline status.

3

Ongoing Monitoring

Regular transcript checks catch any changes, new filings, or IRS actions.

4

Clear Reporting

Receive plain-language summaries and alerts when action is needed.

Transcript Sample

A transcript is readable once you know what to look for. Tax Monitor translates it.

Raw IRS Transcript (sample)
Example codes and dates
--- ACCOUNT TRANSCRIPT ---
CODE
DESCRIPTION
DATE
AMOUNT
150
RETURN FILED & TAX ASSESSED
04-18-2024
$15,703.00
806
W-2 OR 1099 WITHHOLDING
04-15-2024
-$12,456.00
766
CREDIT TO YOUR ACCOUNT
04-15-2024
-$3,247.00
570
ADDITIONAL ACCT ACTION PENDING
06-15-2024
$0.00
971
NOTICE ISSUED
06-22-2024
$0.00
Note: Sample transcript for demonstration only.
Tax Monitor Summary (plain English)
EA interpretation
What changed

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.

What it likely means
  • There may be a wage/income mismatch or identity verification delay.
  • A notice was generated; the details will be on the letter.
  • Dates matter. We track new entries and changes so you don’t miss escalation.
Next step (monitoring context)

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.

What you get from Tax Monitor
Change detection and timeline tracking
Plain-English interpretation
Early alerts when action is needed
Portal archive for transcripts and reports

Report Sample

Monthly status at a glance.

Monthly Status Report
December 2024
All Clear
Tax Years Monitored
2021 2022 2023 2024
$0
Balance Due
0
Open Issues
This Month's Activity

βœ“ No new IRS actions detected

βœ“ All returns processed normally

βœ“ No outstanding balances

Inside Your Portal

Everything you need, nothing you don't.

Full Transcripts

Access your complete IRS records anytime.

Change History

See exactly when and what changed on your account.

Report Archive

Download any past report in one click.

What This Is NOT

Clear expectations, no surprises.

Not IRS Representation

Monitoring doesn't establish representation. If you need someone to handle IRS matters on your behalf, that's a separate engagement.

Not Tax Preparation

We monitor your account β€” we don't file returns. Keep working with your current preparer.

Not Tax Advice

Reports explain what the IRS says, not what you should do about it. Strategic decisions require consultation.

Stop Guessing. Start Knowing.

Complete intake today and see your IRS account status within 5 business days.

Start Intake β†’

No IRS representation created by intake. No obligation until you sign.