Tax Resolution Management
Everything Your Tax Resolution Practice Needs to Succeed
Easier, more profitable tax resolution with IRS Solutions®
- See ten years of a client’s IRS position on one page, in seconds.
- Pinpoint the right resolution path with full visibility into your client’s IRS standing and built-in solution recommendations.
- Send the right IRS letter on the right deadline without writing it from scratch.
- Get alerted to audits, letters, levies, and liens before the IRS mails the notice.
- Access every form, state POA, letter template, and calculator in one membership, no add-on charges.
Tax Resolution Software Built for the Way Resolution Actually Works
Built by tax pros who still run resolution cases and use the software to do it.
Transcript Intelligence
Bulk-pull every transcript type directly from the IRS, then read every client’s IRS position on a single parsed page. Hand the client a firm-branded report in their language.
IRS Advance Notice™ (IAN)
IAN peers into the IRS system and flags transcript activity that signals impending audits, federal tax liens, changes to installment agreements, OIC activity, passport certification to the Secretary of State, wage and income discrepancies, and CP notices. Alert types and delivery are customizable, so you see the signal that matters without noise.
Notice Advisor
Enter any CP or LT notice number to get a sample letter, a plain-English breakdown of the IRS’s claim, the controlling deadline, and recommended next steps. Each step links to what needs completing, from the Engagement Letter to the Prepared Response, so you always know what comes next.
Practice-Wide Reports That Spot Resolution Opportunities
See what’s actionable across your entire client base: First-Time Abatement (FTA) Finder, Passport Certified, Collection Due Process (CDP) Finder, Non-Filers, and upcoming or mismatched CSEDs.
Power of Attorney & Tax Information Authorization
Save time with Form 2848 and Form 8821 auto-populated for client signature and direct CAF upload. When set to monitor, you’ll receive an email as soon as the CAF unit has approved your request. No calling the practitioner hotline, no manual follow-up.
Forms & Letters Library
Every federal form a resolution practice needs, 40+ state Power of Attorney variants, and 50+ ready-to-use letter templates; pre-populated from intake data, transcript analysis, and firm branding. Switch between forms without re-entering client data, and build an OIC packet, IA request, Appeal, or Trust Fund Recovery Penalty (TFRP) defense from the same case file.
Resolution Calculators and Solution Recommendations
Calculators built on the Internal Revenue Manual recommend the resolution path most likely to be accepted by the IRS: Offer in Compromise, Installment Agreement, Currently Not Collectible, First-Time Penalty Abatement, CSED Tolling Events, and the Bankruptcy Discharge Calculator.
Case Management Library
Every form, every letter, and every operational tool a tax resolution practice needs. Auto-populated from intake and transcript data, and organized inside the same case file.
Transcript Analysis
Every parsed transcript produces:
- Ten-Year Income View: all reported income consolidated on a single page.
- Income Comparison: Wage and Income Summary Transcript versus Tax Return Transcript, with third-party-to-return discrepancies flagged.
- Payment History: complete records across every assessed period.
- FTPA Review: qualifying years identified automatically, with prior potential abatements surfaced for verification.
Resolution Calculators
Recommendations grounded in the Internal Revenue Manual:
- Offer in Compromise (OIC): models a likely acceptance scenario using IRM allowable-expense standards.
- Installment Agreement (IA): streamlined, partial-pay, and routine agreements.
- Currently Not Collectible (CNC): hardship analysis tied to allowable-expense standards.
- First Time Penalty Abatement (FTPA): identifies qualifying years by penalty code.
- Collection Statute Expiration Date (CSED): A 2013 TIGTA audit found errors in 39% of sampled tax modules with CSEDs. Every year since, the National Taxpayer Advocate has flagged erroneous calculations. The IRS Solutions® CSED engine surfaces those mismatches so members have the documentation to push back.
- Bankruptcy Tax Discharge Date: the first date a client may qualify for discharge under Chapter 7, accounting for assessment and filing dates, and the 240-day and three-year rules.
Every form a tax resolution practice needs is built directly into IRS Solutions® and pre-populates from intake data and transcript analysis. Members can switch between Form 433-A, Form 433-A (OIC), and Form 433-F without re-entering client data, build an OIC packet, file an Installment Agreement request, push an Appeal, or defend a Trust Fund Recovery Penalty case — all from the same case file.
Individual Forms:
- Financial Statements: Form 433-A, Form 433-A (OIC), Form 433-F, Form 433-H
- Offer in Compromise / Installment Agreement: Form 656, Form 656-L, Form 656-PPV, Form 13711, Form 13844, Form 14773, Form 14773-A, Form 2159, Form 433-D, Form 9465
- Appeals: Form 12153, Form 12203, Form 12256, Form 12277, Form 12661, Form 13989, Form 14017, Form 843, Form 911, Form 9423
- Power of Attorney: Form 2848, Form 8821, plus 40+ state POA variants including California Form 3520, New York POA-1 / TR-2000, Texas Form 01-137, Illinois IL-2848, Massachusetts M-2848, North Carolina GEN-58, Florida DR-835, Ohio TBOR-1, and more
- Identity Theft and Innocent Spouse: Form 14039, Form 8857, Form 8379
- Miscellaneous: Form 1127, Form 12451, Form 12509, Form 14134, Form 14135, Form 4180, Form 4506, Form 4506-T, Form 56, Form 8822
Business Forms:
- Financial Statements: Form 433-B, Form 433-B (OIC)
- OIC / Installment Agreement: Form 656, Form 656-L, Form 656-PPV, Form 13711, Form 13844, Form 14773, Form 14773-A, Form 2159, Form 433-D
- Appeals: Form 12153, Form 12203, Form 12256, Form 12277, Form 12661, Form 13989, Form 14017, Form 843, Form 911, Form 9423
- Power of Attorney (Federal and State): Form 2848, Form 8821, plus state business POA variants
- Trust Fund Recovery, Liens, Refund / Abatement: Form 4180, Form 1127, Form 14134, Form 14135, Form 843, Form 8822-B, Form 4506, Form 4506-T
Templates cover both sides of every case: the IRS-facing letters that move resolution forward, and the client-facing letters that keep clients informed and engaged. Members can edit any template, save firm-wide favorites, and build new templates from blank IRS or client shells.
IRS-Facing Letters:
- Levy releases: Bank Levy Release Request (Hardship), Wage Levy Release Request (Hardship)
- CP/LT notice responses: CP080 Request for Refund, CP162 Partnership Late File Penalty, CP2000 Disagree (All / Some / 60-Day Hold), CP2030 Disagree, CP215 W-2 Attached, CP220 Do Not Agree, CP504, LT38 IRS to Resume Collections
- Abatement requests: First Time Abatement Penalty Codes, First Time Abatement (COVID), Penalty Abatement Reasonable Cause, S Corp Reasonable Cause Late Request, Request Penalty Abatement
- Resolution requests: Request for Audit Reconsideration, Request for CNC, Request for OIC, Reinstate IA and Collection Appeal Rights, Change Audit Location, Head of Household Audit, Request to Correct Tax Form
- Blank IRS letter template (for custom correspondence)
Client-Facing Letters:
- Engagement: IRS Services Provided, Section 7216 Consent to Disclose, Waiver of Potential Conflict of Interest, Consent to Disclosure of Tax Return Information / Portal
- Resolution outcomes: OIC Accepted, Installment Agreement Secured, CNC Status Approved, Audit Complete (Balance Due / No Changes), Bankruptcy Tax Discharge Available, CSED Expired
- Status and instructions: Tax Issue Status Update, Notice Received from IRS, Withdrawing POA, Complete Form 2848 / 8821, Form 433-D Direct Debit Authorization, Form 9465 Instructions, IA Direct Debit Info Needed, Financial Statement Verification, Information for Collection Financial Statement, Collection Agency Case Returned to IRS
- Blank client letter template + Fax Cover Sheet
IRS Advance Notice™ Letters:
- IAN Opt-In Letter: enrolls the client in ongoing transcript monitoring
- IAN Opt-Out Letter: ends monitoring at the client’s request
- IAN Status Update (Changes Found): alerts the client when monitoring detects new transcript activity
- IAN Status Update (No Changes): confirms a clean check with nothing new to report
Resolution work generates documents, signatures, deadlines, and CAF approvals. IRS Solutions keeps everything in one place, so cases move forward rather than stall between systems.
- Customizable Document File Cabinet: every transcript, form, letter, and supporting document organized by client and case, with version control
- Client Self-Service: clients self-onboard and complete their own Form 433-A, 433-F, and 433-B financial statements, and document innocent spouse facts in their own words, through a secure firm-branded portal
- CAF Number Tracking: the system watches for CAF approval and notifies the member the moment authorizations come through
- Direct IRS Integration: IRS Solutions® is a certified IRS Intermediary Service Provider (ISP) connected to the Transcript Delivery System (TDS) and e-Services
- Automatic Alerts and Weekly Transcript Download: The system will log in to e-Services, and you will be notified of pending audits, solution acceptance or rejection, CAF approval acknowledgment, or changes to passport status. Receive weekly email notifications of client transcript changes. You are also notified of any client submissions or communications in the Client Portal.
- Notice Advisor: Type the notice number (CP2000, CP504, LT38, CP215, CP080, CP220, CP162, or any other CP or LT notice) and Notice Advisor returns a sample copy of the letter, a plain-English explanation of what the IRS is asserting, the controlling deadline, and step-by-step recommended next steps. Each step provides a direct link to exactly what needs to be completed, from the Engagement Letter and Power of Attorney to the Prepared Response, so you always know what comes next and stay efficient.
Looking for more details on the full firm-branded client portal, secure document exchange, intake automation, and case-level client communications? See the Client Management and CRM page.
Tax Resolution Management FAQs
Type any IRS notice number into IRS Solutions — CP2000, CP504, LT38, CP215, CP080, CP220, CP162, or any other CP or LT notice — and Notice Advisor returns a sample copy of the letter, a plain-English explanation of what the IRS is asserting, the controlling deadline, and step-by-step recommended next steps. Each step provides a direct link to exactly what needs to be completed, from the Engagement Letter and Power of Attorney to the Prepared Response, so you always know what comes next and are efficient.
The IRS Solutions® OIC calculator is trained on the rules of the Internal Revenue Manual. Enter your client’s financial information once, and the calculator models a likely acceptance scenario using IRM allowable-expense standards, generating defensible numbers you can present to your client and submit to the IRS.
IRS Solutions® analyzes your client’s financial picture against the IRS transcript and recommends whether Offer in Compromise (OIC), Installment Agreement (IA), or Currently Not Collectible (CNC) is most likely to be accepted. The recommendation reflects the Internal Revenue Manual rules, not a generic estimate.
Raw IRS transcripts are dense and difficult to interpret. IRS Solutions® parses every transcript into plain English, consolidates ten years of reported income onto a single page, runs the Income Comparison (Wage and Income Summary versus Tax Return Transcript) to flag discrepancies, runs the FTPA Review to identify qualifying years, and computes the earliest bankruptcy discharge date with the Bankruptcy Tolling Events Calculator. What used to take an hour of manual review per case takes seconds.
All 40+ state Power of Attorney variants are included in every IRS Solutions® membership at no additional cost — including California Form 3520, New York POA-1 and TR-2000, Texas Form 01-137, Illinois IL-2848, Massachusetts M-2848, North Carolina GEN-58, Florida DR-835, and Ohio TBOR-1, among others. State POA packages are a recurring add-on charge on competing solutions; with IRS Solutions®, they are included with the membership.
Yes. The system includes Form 4180 (Report of Interview with Individual Relative to Trust Fund Recovery), supports preparation for the 4180 interview, and provides letter templates for TFRP defense correspondence. Combined with the financial-analysis tools, you can build a TFRP responsible-party defense from one case file.
When the IRS Solutions® CSED engine computes a CSED that doesn’t match the IRS’s calculation, the discrepancy is flagged in the case file with the source documentation. You have what you need to push back, protect clients from collections beyond the 10-year window, and recover payments that were applied in error.
The platform is organized around the resolution workflow itself — transcripts, analysis, forms, letters, calculators, and CAF tracking inside a single case file, so practitioners with tax resolution experience tend to be productive quickly. Members regularly report setting up clients and running live cases within their first week. Every membership includes live training sessions, a recorded training library, and 1:1 onboarding support with no add-on charges.
IRS Solutions® is SOC 2® compliant and hosted on AWS GovCloud (the same environment used by the IRS, the Department of Defense, and 6,500+ government agencies). The platform is also a certified IRS Intermediary Service Provider (ISP), directly connected to the Transcript Delivery System (TDS) and e-Services.
- Encryption: 256-bit AES at rest, TLS 1.3 in transit, and end-to-end encryption for credentials.
- Authentication: Multi-factor authentication is required for every user. Credentials are stored in encrypted zero-knowledge vaults; session tokens expire and rotate.
- Access and audit: Role-based permissions and complete audit trails record every system action.
- Data residency: US-only hosting; member and client data never go offshore.
- Backups and operations: Automated daily encrypted backups. A 24/7 security operations center monitors infrastructure, with regular third-party audits and penetration testing.
- Retention: Data is purged 60 days after account cancellation.
Full details and the SOC 3® report are available on the Data Security page and at the Trust Center.
Every IRS Solutions® membership includes access to expert support, with practitioners on staff who have used the platform on real cases. There are no premium support tiers or separate training plans to purchase.
- Channels: Phone, email, and support tickets through the platform.
- Hours: Monday–Friday, 7:00 AM – 6:00 PM PST. Infrastructure monitoring runs 24/7 with on-call coverage for critical incidents.
- Response time: 10-minute average response from first contact to a real expert. 94% first-touch resolution rate. 2.4-hour average end-to-end resolution time. Metrics are published.
- Training and onboarding: Structured onboarding, accredited live classes with CPE/CE credits, custom training on request, and ongoing webinars on IRS procedure updates.
- Peer community: Access to a moderated community of tax professionals exchanging best practices and case approaches.
Full performance metrics and the 5-step error response process are published on the Support Process and Transparency page.
What Tax Pros Say About IRS Solutions®
Enrolled Agents, tax resolution specialists, CPAs, accounting professionals, attorneys, and former IRS agents use IRS Solutions to manage their cases.
Member Since 2024
Member Since 2021
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The Only Platform Built by Tax Pros for Tax Pros
IRS Solutions team members personally manage numerous real-life resolution cases every year. This keeps us current on tax laws and constantly-changing IRS regulations to ensure that we always offer the best and most innovative resolution software to meet your needs.
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Partnerships and Integrations
We work with the tax industry’s best and have developed a network of partnerships and integrations,
united by a shared commitment to provide cutting-edge resources for tax professionals.
