You may have noticed the new IRS Solutions logo and sleek look on our newsletter, website, and software. Read what IRS Solutions Software creators David Stone and Drew Foster have to say about the exciting new look and the latest software enhancements that were made with your practice and your customers in mind, without charging a penny more.
“Our goal has always been the same. We are committed to continue making this the easiest software for tax professionals to use when dealing with the IRS.” David Stone, EA
“When we thought about refreshing the look of the software, we listened to feedback from our members. They really like the way the software works, so we wanted to keep it similar and just update the style and reduce the number of clicks they need to use within the software. So it’s even more streamlined and easier to use. Really, it’s all about continuing to improve the time-saving features of the software and other key benefits like the ability to instantly be able to download transcripts and reports.“ Drew Foster, EA
Why Did You Create IRS Solutions Software Originally?
David: IRS Solutions Software was created to fill a void for accountants when dealing with the IRS. When I was working as an IRS officer, it seemed that most accountants weren’t formally trained to deal with the IRS. Accountants are trained to do bookkeeping, tax preparation and maybe corporate audits… but nobody teaches them to deal with the IRS. So when we started our own tax practice based on my IRS background and Drew’s EA experience, we got a lot of referrals from other practices that did not know how to (or did not want to) deal with the IRS.
Drew: Yes, in fact, other accountants referred clients to us that owed money to the IRS. They knew how to file tax returns but they didn’t know how to help clients who couldn’t afford to pay the IRS, or just, in general, didn’t know what to do during post-filing issues.
David:After a few years of research and development we built IRS Solutions Software based off of our own internal systems and processes that directly answered the challenges of dealing with the IRS. We wanted to share this knowledge with other tax professionals while educating them on how to utilize tax resolution as an additional revenue stream.
David: So whether it’s Installment Agreements, Offers in Compromise, Audits, etc., we created these step-by-step solutions for dealing with these types of post-filing scenarios. The system is set up so all you have to do is input the case information and it will figure everything out for you.
Drew: It provides instructions and answers about what the IRS will accept including pre-calculated offer options and pre-written response letters in our template series. It’s a complete turnkey system. Accountants don’t have to have any prior knowledge about working with the IRS.
Tell Us About Some of the Exciting Things Happening at IRS Solutions.
Drew: When we thought about refreshing the look of the software, we listened to feedback from our members. They really like the way the software works, so we wanted to keep it similar and just update the style and reduce the number of clicks they need to use within the software. So it’s even more streamlined and easier to use. Really, it’s all about continuing to improve the time-saving features of the software and other key benefits like the ability to instantly be able to download transcripts and reports.
David: IRS Solutions was created for one reason, which is to make everything easy for the accountant when dealing with the IRS. We designed it to be the easiest tax resolution system available today.
Drew: Also, we just launched the Client Portal which is something we are really excited about. This gives the accountant the ability to have the taxpayer fill out their information themselves in a secure and fully compliant environment. This feature saves the accountant tons of time because it gives the taxpayer the ability to upload their own backup documents into the system, like their bank statement etc, so it’s quick and easy to analyze.
David: The Client Portal is incredible because it actually provides pre-written client communication during each step of the process as well. It streamlines the whole process; the software can setup and guide the entire workflow for any collection scenario you can imagine. In addition, we are continuing to assist tax professionals with our monthly Case Study webinars. We discuss educational topics, IRS updates, and other important subjects like Installment Agreements. During each session we go over actual Case Studies, take questions from members and review how to solve their case issues. We find that these webinars actually help our members as they can refer back to them when they run into similar cases at their own practices.
What Are You Continuing to Work on That Makes Your Software Unique?
David: We are continuing to make this the most turnkey tax resolution software on the market. Our goal has and will always be making things easier for accountants by having everything they could ever need to deal with the IRS in one central location.
Drew: Because we actually use the program ourselves in our own tax practice, we are fully aware of legislation updates and requirements. We update the software daily. This is one of the things that sets our software apart from others is that because we use it, we understand what needs to be implemented to stay ahead of changes in the industry.
David: Also, because we are constantly in communication with the IRS ourselves, we know what is coming and what to look for.
What Are Some of Your Goals for the Future of IRS Solutions Software?
David: Our goal has always been the same. We are committed to continue making this the easiest software for tax professionals to use when dealing with the IRS. We’ll continue to add new white-labeled response letter templates to the series and new types of training resources for our members to address the IRS and their clients even faster and more effectively.
Drew: We are putting our members’ tax resolution needs in the front and following through with the best software and training solutions on the market. There are some incredible new resources coming your way soon that will change the way you do business with your clients. That’s all we can say for now… stay tuned for more exciting developments!
To Your Success!
Drew Foster, EA & David Stone, EA
