Expand Your Service Offerings with IRS Advance Notice™
Generate more revenue for your firm by offering audit monitoring to your clients. Receive automated advance notice – up to 6 months in advance – that the IRS is making changes to your clients’ transcripts.
Our Members-only Marketing Toolbox comes complete with a number of valuable and easy-to-use resources for social media, email marketing, and other outreach opportunities, so you can quickly gain new tax resolution clients. It’s never been easier to add tax resolution to your portfolio.
Shave hours off your work week, make more money, and restore your freedom with IRS Solutions. As your trusted partner, we’ll help you turn your tax resolution efforts into easy, year-round revenue!
IRS Solutions is an all-in-one membership
package for all of your tax resolution needs.
With IRS Solutions, you aren’t just buying software.
You’re joining a network of professionals and gaining
access to our members-only benefits, such as marketing
tools, free continuing education, a community of your
peers, and expert advice from former IRS officers.
IRS Solutions makes it easier than ever to run
and grow your tax resolution business.
We’ve teamed up with the industry’s best to offer an all-encompassing suite of resources.
Trusted by Tax Professionals
IRS Solutions Software is consistently rated highly by Tax Resolutions Specialists, Enrolled Agents, and Accounting Professionals for it’s value, functionality, features and support:
Your Complete Roadmap to Success
Designed by Tax Pros for Tax Pros
From our intuitive automation
to our white-glove customer support, we created IRS Solutions with you, your clients and your success at heart.
Each feature is designed to help you treat every case with the same level of diligence, and maintain consistent professionalism in front of both your clients and the IRS.
Let us do the busy work for you. Just enter a notice code, like CP2000, or letter number, we’ll tell you exactly what the IRS needs or
each case.
Download transcripts with ease and let our software turn them into easy to read reports that you’ll be able to share with your clients to look like a hero.
Free up hours in your work week, so you can focus on providing the best service to your clients, working on your business and strategizing for growth.
Learn from experts
in the industry
Earn Continuing Professional Education
(CPE credits) towards your annual
requirement, while gaining valuable insight from our experts. Your membership includes accredited live classes taught by veterans of the tax resolution industry. We provide
courses on a range of topics from liens
and installment agreements to how to get
your offer accepted.
We care about
your goals
You didn’t get into this business as a marketing major. Let us allow you to
have those weekends off with our copy-and-paste social media posts. Beautifully designed one page handouts that allow you to easily communicate
what you do. We equip you with a
Members-Only Marketing Toolbox,
which includes a full-service suite of resources that will help you market your firm and discover new opportunities
for growth.
Your time is your most valuable asset
Let us do the busy work for you. Just enter a notice code, like CP2000, or letter number, we’ll tell you exactly what the IRS needs or
each case.
Download transcripts with ease and let our software turn them into easy to read reports that you’ll be able to share with your clients to look like a hero.
Free up hours in your work week, so you can focus on providing the best service to your clients, working on your business and strategizing for growth.
Learn from experts
in the industry
Earn Continuing Professional Education
(CPE credits) towards your annual
requirement, while gaining valuable insight from our experts. Your membership includes accredited live classes taught by veterans of the tax resolution industry. We provide
courses on a range of topics from liens
and installment agreements to how to get
your offer accepted.
We care about
your goals
You didn’t get into this business as a marketing major. Let us allow you to
have those weekends off with our copy-and-paste social media posts. Beautifully designed one page handouts that allow you to easily communicate
what you do. We equip you with a
Members-Only Marketing Toolbox,
which includes a full-service suite of resources that will help you market your firm and discover new opportunities
for growth.
It’s easy to see why tax professionals choose IRS Solutions.
Schedule a demo to see for yourself.
I enjoy using IRS Solutions software because
it makes light work of helping taxpayers who
are in sideways with the IRS. I especially love
how your software populates the forms with information already entered.
I’m just beginning to scratch the surface of
all of the things that the software will do and track. I never miss the monthly member case study webinars, they are so packed with great information.
Thank you!
Jaclyn McGuinnessCPA
“Easy to use, Affordable and Efficient” Pros: I love how easy it is to use IRS Solutions. Using technology can be intimidating especially when you're old school. I love the templates and how easy it is to implement solutions within the client portal. Best of all is the community. Everyone is really supportive and the means everything to me. Cons: I understand why the two-factor authentication exists, but I don't like it. I wish there was an easier way to be secure and get logged on faster.
Princess Clark-WendelJasmine Rose Financial Services
“Absolutely love the IRS Solutions Software!” Overall: This is a definite game changer - you can tell that former IRS personnel worked on this, very detailed. Pros: The integration with the IRS is phenomenal and makes it so easy to really determine the client's status and needs. Cons: I have not found anything I don't like. Reasons for Choosing IRS Solutions Software: I like the platform and how it works.
Elva Pflug
“Good program, great support” Overall: IRS Solutions is integral to my firm's operations and profitability. Literally 4 clicks of the mouse and I have statute of limitation dates, abatement eligibility, and more. With another click or two, I have a collection statement and a settlement offer ready to sign and submit. Pros: The support. Absolutely unmatched. If I have a question, I can reach the owners by phone, email, or even on Facebook. They are there to help me every step of the way, they solicit feedback to make the program better, and they actually care about me and my practice. Cons: Nothing. There's nothing I would change that they aren't already implementing after I told them about it. Reasons for Choosing IRS Solutions Software: Support, ease of use, and cost/benefit.
Chris GossThe Goss Firm - Tax Advocacy & Representation
Two things stand out in my mind as to
why I continue with them:
1. Personal Service. IRS Solutions are very responsive to suggestions as to what to
discuss at the online monthly meetings. I also appreciate very much being able to use them
as a sounding board in discussing possible solutions for my clients' problems.
2. Constantly improving the software.
I was very happy to see that they added a
CSED calculation to the transcript reports
that they provide. They also did an excellent
job in modifying their website to be in
compliance with the new IRS two factor authentication.
In short, I would highly recommend the IRS Solutions team because of their commitment
to Personal Service to their customers and
their flexibility in adapting to change.
Dennis L. Thompson, CPACloud Based Accounting & Tax Services
The transcript download with IRS Solution Software makes my life easier and there
were no additional fees to use it!
Thank you for thinking of us in designing
this software.
Take the risk out of the equation. Our memberships come with a 60 day money-back guarantee
– no questions asked, no restrictions. Try out the full version of our software for 60 days to see if it works for your business. After all, how can you really test it without having access to everything?
From penalties, liens and offer in compromise to the latest IRS news, we’ll give you the latest information in our monthly classes. That’s 12 CPE credits a year included in your subscription.
Government Cloud:
IRS Solutions Software has the honor of being hosted on the Amazon Web Services Government Cloud (AWS GovCloud). This is a secure platform for government agencies to access the benefits of public and private clouds to further increase agility and security.
AWS GovCloud (US) gives government customers and their partners the flexibility to architect secure cloud solutions that comply with the FedRAMP High baseline; the DOJ’s Criminal Justice Information Systems (CJIS) Security Policy; U.S. International Traffic in Arms Regulations (ITAR); Export Administration Regulations (EAR); Department of Defense (DoD) Cloud Computing Security Requirements Guide (SRG) for Impact Levels 2, 4 and 5; FIPS 140-2; IRS-1075; and other compliance regimes.
AWS GovCloud (US-East) and (US-West) Regions are operated by employees who are U.S. citizens on U.S. soil. AWS GovCloud (US) is only accessible to U.S. entities and root account holders who pass a screening process. Customers must confirm that they will only use a U.S. person (green card holder or citizen as defined by
the U.S. Department of State) to manage and access root account keys to
these regions.
From Controlled Unclassified Information (CUI), Personally Identifiable Information (PII), sensitive patient medical records, and financial data to law enforcement data, export controlled data and other forms of CUI, AWS GovCloud (US) Regions can help customers address compliance at every stage of their cloud journey.
We chose the Government Cloud because it meets all compliance mandates and enables us to adhere to ITAR Regulations, the FedRamp Requirements, Defense Federal Acquisition Regulation Supplement (DFARS), DoD (SRG) Impact Levels 2 and 4 and 5, and several other security and compliance requirements. In addition, we are in full compliance with IRS Publication 1075, Tax Information Security Guidelines for Federal, State and Local Agencies. This provides guidance to ensure the policies, practices, controls, and safeguards employed by recipient agencies, agents, or contractors adequately protect the confidentiality of FTI.
In addition, AWS is SOC 1, SOC 2 AND SOC 3 compliant
Two Factor Authentication:
Under security, we had added the Two Factor Authentication with this verbiage:
We offer two authentication methods you can choose from. You can either elect to have a One-time password sent as a text message to your cell phone, or you can use Google Authenticator.
IRS COMMUNICATION
You’ll look like a Pro to your client and to the IRS
Forms:
Find all the necessary IRS forms that you would need to start and complete your clients’ resolution cases. Whether you need to fill out a Form 433-A or Form 433-A(OIC) the forms auto populate so you don’t have to enter the data twice, saving you hours of time.
First Time Penalty Abatement:
When you download the IRS account transcripts, the software will look for penalty abatement opportunities and alert you when a client likely qualifies for first time abatement. Prepare your request in minutes to get the penalty abated.
IRS Allowances:
Never look up the IRS local or nation-wide living standards again. The system will prefill them based on the client’s information. And you will see a red warning when the taxpayer’s expenses exceed the allowable amounts.
Letters:
Auto-populated letters that are branded with your logo allow you to communicate with the IRS and your clients without having to reinvent any wheels.
Notices:
Client came in with a notice from the IRS. You'll not need to spend time reviewing and searching, just enter the notice number into IRS Solutions software and you’ll see exactly what comes next including the templates to respond.
Branded with your image:
Everything that you use will be branded with your identity
and logo.
Branded with your image:
Everything that you use will be branded with your identity and logo.
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
Collaborate with your team
Simultaneous login of 3 users for the price of 2
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
Collaborate with your team
Simultaneous login of 3 users for the price of 2
Lightening fast transcript delivery and analysis
Branded client portal 433 interview
e-Signature requests
Monthly classes with CPE credit
Case analysis with resolutions acceptable to IRS (OIC, IA, CNC)
Marketing toolbox with social media posts
Auto-populated IRS resolution forms
Task tracking & due
Unlimited client cases
Free tech support
Bankruptcy tax discharge date calculator
First time abatement alerts
IRS notice response
CONTINUING EDUCATION
Stay current with what’s happening with the Internal Revenue Service and gain knowledge about specific resolution clients while earning CPE credits
Continuing Education Classes:
From penalties, liens and offer in compromise to the latest IRS news, we’ll give you the latest information in our monthly classes. That’s 12 CPE credits a year included in your subscription.
MARKETING
You’ll be able to do what you do best, help your clients by utilizing our done for you marketing in the Marketing Toolbox.
Marketing Toolbox:
Our one of a kind Marketing Toolbox allows you to put your focus on tax resolution and not marketing. You can post with ease on social media platforms, print beautiful one page handouts with your logo and send letters to create key alliances.
SECURITY AND RELIABILITY
Government Cloud:
IRS Solutions Software has the honor of being hosted on the Amazon Web Services Government Cloud (AWS GovCloud). This is a secure platform for government agencies to access the benefits of public and private clouds to further increase agility and security.
AWS GovCloud (US) gives government customers and their partners the flexibility to architect secure cloud solutions that comply with the FedRAMP High baseline; the DOJ’s Criminal Justice Information Systems (CJIS) Security Policy; U.S. International Traffic in Arms Regulations (ITAR); Export Administration Regulations (EAR); Department of Defense (DoD) Cloud Computing Security Requirements Guide (SRG) for Impact Levels 2, 4 and 5; FIPS 140-2; IRS-1075; and other compliance regimes.
AWS GovCloud (US-East) and (US-West) Regions are operated by employees who are U.S. citizens on U.S. soil. AWS GovCloud (US) is only accessible to U.S. entities and root account holders who pass a screening process. Customers must confirm that they will only use a U.S. person (green card holder or citizen as defined by the U.S. Department of State) to manage and access root account keys to these regions.
From Controlled Unclassified Information (CUI), Personally Identifiable Information (PII), sensitive patient medical records, and financial data to law enforcement data, export controlled data and other forms of CUI, AWS GovCloud (US) Regions can help customers address compliance at every stage of their cloud journey.
We chose the Government Cloud because it meets all compliance mandates and enables us to adhere to ITAR Regulations, the FedRamp Requirements, Defense Federal Acquisition Regulation Supplement (DFARS), DoD (SRG) Impact Levels 2 and 4 and 5, and several other security and compliance requirements. In addition, we are in full compliance with IRS Publication 1075, Tax Information Security Guidelines for Federal, State and Local Agencies. This provides guidance to ensure the policies, practices, controls, and safeguards employed by recipient agencies, agents, or contractors adequately protect the confidentiality of FTI.
In addition, AWS is SOC 1, SOC 2 AND SOC 3 compliant
Two Factor Authentication:
We offer two authentication methods you can choose from. You can either elect to have a One-time password sent as a text message to your cell phone, or you can use Google Authenticator.
ORGANIZATION
You’ll be able to stay organized and on track
Profile:
Easily save all of your clients’ data within your software to be able to access their case details with the click of a button.
Client Dashboard:
Everything is at your fingertips in our Client Dashboard, from pulling transcripts, creating a pre-populated POA to electronically sending and having your client sign and then uploading directly to the CAF unit. You can respond to client notices, send letters of engagement and retrieve documents including their completed 433 that they’ve securely uploaded into your portal.
Tasks:
Wondering what comes next will never be a worry. From the Control Center, you can see all tasks that are due. You can sort by time frame, appointment, pending cases, and more.
Based on the best solution you chose for your client, tasks will be automatically assigned so that you know what’s next on the “to do” list. You’ll also have the option to add your own tasks and assign due dates making sure you can stay on top of what needs to be done and not miss anything.
Comments/Notes:
Easily add comments or notes regarding your client’s case and have them all in one unified place.
Control Center:
From the control center you can see your tasks, client lists, and sign up for our monthly class giving you CPE credit or access to our Marketing Toolbox.
Document Folders:
Easily find forms and documents you create or have sent to you in the document folder. Need to create a new folder to store data?
No problem. That can also be done.
Reminders:
The scariest thing is to miss an IRS Deadline and have that Revenue Officer levy your client knowing that it was your fault. With our reminder tool you will be on the ball.
IRS COMMUNICATION
You’ll look like a Pro to your client and to the IRS
Forms:
Find all the necessary IRS forms that you would need to start and complete your clients’ resolution cases. Whether you need to fill out a Form 433-A or Form 433-A(OIC) the forms auto populate so you don’t have to enter the data twice, saving you hours of time.
First Time Penalty Abatement:
When you download the IRS account transcripts, the software will look for penalty abatement opportunities and alert you when a client likely qualifies for first time abatement. Prepare your request in minutes to get the penalty abated.
IRS Allowances:
Never look up the IRS local or nation-wide living standards again. The system will prefill them based on the client’s information. And you will see a red warning when the taxpayer’s expenses exceed the allowable amounts.
Letters:
Auto-populated letters that are branded with your logo allow you to communicate with the IRS and your clients without having to reinvent any wheels.
Notices:
Client came in with a notice from the IRS. You'll not need to spend time reviewing and searching, just enter the notice number into IRS Solutions software and you’ll see exactly what comes next including the templates to respond.
Branded with your image:
Everything that you use will be branded with your identity and logo.
IRS COLLECTIONS & RESOLUTIONS
Quickly and easily navigate step by step through the collection process
Power of Attorney & Tax Information Authorization
Using our auto-populate forms you can request an electronic signature from your client and upload the forms straight to the CAF Unit. This is an incredible time saver!
Transcripts Download with instant, easy to understand analysis:
Access, download and print all of your client transcripts with our ultra-fast transcript retrieval with IRS Solutions API. Pull multiple years and clients in a matter of seconds.
Simple, easy to read reports.
Every time you log into e-Services you'll be notified of any changes to your client transcripts. Such as possible pending audits, possible First Time Abatement, Acknowledgement of CAF approval, that the IRS has certified the client's passport as seriously delinquent and much much more!
Solution Recommendations (433 Summary):
Now that you’ve done all the footwork in obtaining your clients information, what do you do next? Our Solution Recommendations will let you know what you can and can’t do as well as what would most likely be accepted by the IRS whether it is an installment agreement or offer in compromise or even getting your client into a currently not collectible status.
Bankruptcy Tax Discharge Date Calculator:
Download the IRS Account Transcripts and the system will identify the earliest date taxes may be discharged in bankruptcy as well as give warnings of possible reasons the tax year may not be dischargeable.
Client Portal:
Easily exchange information with your clients. You’ll be able to send your client a portal request that will allow them to easily populate their 433 information, review documents safely as well as safely upload their sensitive documents to you. All protected by using the Amazon Web Services GOVERNMENT cloud (AWS GovCloud). See our section on security.
Full Report:
A full report given to your client that shows that you analyzed their full tax situation. This report shows that you reviewed all IRS transactions that the IRS and the client made and explains how you reviewed this client's situation in detail. You’ll never again have to give and explain an IRS transcript to your client. We make this easy for you and for them to understand. We’ll take information from the transcripts and your clients’ financial information and turn it into a beautifully laid out report for you to give to your clients. Show your detailed work!