TAX TRANSCRIPT MONITORING

IRS Tax Monitoring Subscription

What is tax monitoring?

Just like a credit report, we proactively monitor your IRS transcript for changes to your IRS record and alert you when action is required. Know what the IRS is thinking BEFORE you get that dreaded notice in the mail. 


Don't get surprised...fix tax issues before they become Major Problems.


IRS Tax Monitoring Subscription

What is tax monitoring?

Just like a credit report, we proactively monitor your IRS transcript for changes to your IRS record and alert you when action is required. Know what the IRS is thinking BEFORE you get that dreaded notice in the mail. 


Don't get surprised...fix tax issues before they become Major Problems.


"After doing my "simple" taxes for years using a popular tax software program, I was game to try tax monitoring even though I knew it wouldn't show anything. Boy was I wrong! Kevin found issues with my 2018 and 2019 taxes (underreported income) - and I hadn't even received an IRS notice! Kevin helped me resolve these issues so I stopped accruing penalties and interest."



Your annual fee provides:

  • Active monitoring and detection of IRS Audits & Exams months in advance
    (in most cases) allowing the mitigation of penalties & interest.
  • Detects liens & levies by the IRS on your account.
  • Identifies First Time Abatement opportunities back to 2001 which can result in
    additional refunds or offset of taxes owed.
  • Annual review of the current and previous three years of taxes for refund opportunities.
  • Audit risk assessment for the current tax return.
  • Annual income verification.
  • Track IRS payments including estimated payments.

Your annual fee provides:

  • Active monitoring and detection of IRS Audits & Exams months in advance
    (in most cases) allowing the mitigation of penalties & interest.
  • Detects liens & levies by the IRS on your account.
  • Identifies First Time Abatement opportunities back to 2001 which can result in
    additional refunds or offset of taxes owed.
  • Annual review of the current and previous three years of taxes for refund opportunities.
  • Audit risk assessment for the current tax return.
  • Annual income verification.
  • Track IRS payments including estimated payments.

Can't pay your taxes, we can help!

The IRS has several programs to either put your payments on hold or set up reasonable payment plans to stop collection activity. You may qualify for one of these programs.

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