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Every Report Your Practice Needs, in One Place
See the whole picture, whether it’s one client or your entire caseload, without digging through transcripts.
- Client-ready tax analysis reports, fully customizable
- Practice-wide portfolio reports across every client
- Automatic analysis the moment transcripts come in
- Findings you can hand straight to your client
Reports That Do the Analysis for You
Stop reading transcripts line by line. Let the report find what matters.
IRS Solutions reads every transcript you download and combines it with the financial details your client provides, including their Form 433 collection information statement and other income, expense, and asset data. Then it surfaces the answers that drive your next move: what’s owed, what’s missing, what qualifies, and when the clock runs out. Below are the three kinds of analysis and reporting built into the platform.
- Summary of Collection Alternatives: Using your client’s Form 433 financials, the platform calculates each resolution path so the conversation starts with numbers, not guesswork.
- Installment Agreement: Monthly payment your client can realistically support.
- Offer in Compromise: Lump-sum and periodic-payment offer amounts.
- Currently Not Collectible: Whether CNC status is realistic.
- Income Comparison (Discrepancy Report): Compares the Wage & Income Summary Transcript against the Tax Return Transcript and flags every difference.
- Wage & Income Transcript Summary: Ten years of a client’s income: every W-2, 1099, and information return, on a single, readable page.
- Payments Made: A complete record of every payment applied to a client’s account, pulled straight from IRS Account Transcript data.
- First-Time Penalty Abatement (FTPA) Review: Checks whether penalties were assessed in the prior three tax years and flags abatement opportunities before you file.
- Bankruptcy Dischargeability & Tolling Calculator: Estimates the earliest date a client’s taxes may become dischargeable, accounting for tolling events that extend it.
- CSED Calculator: See exactly when the IRS’s ten-year collection window closes: assessment events, tolling extenders, and consolidated tolling broken out.
The full catalog lives right here:
- Accounts Receivable: See what your clients owe your firm across the practice.
- CAF Monitor: Know the moment your CAF authorization is approved.
- Collection Due Process Finder: See which clients the IRS can take enforcement action against.
- E-signatures: Track your e-signature credit purchases, and where e-signatures have been sent and signed.
- First-Time Abatement (FTA) Finder: Surface every client who may qualify for a first-time penalty abatement.
- Kwong Report: Identify clients who may qualify for abatement under the court case.
- Non-Filers: See at a glance which returns haven’t been filed.
- Outstanding Balance: Instantly see which clients carry a balance due to the IRS.
- Passport Status: Know who has been reported to the Secretary of State for seriously delinquent tax debt, and who’s at risk.
- Practitioner Allocation: How many cases each practitioner on your team is carrying.
- Transcript Monitor: See every client you’re monitoring for transcript changes.
- CSED Mismatch: The IRS is wrong on CSED dates an estimated 12% of the time. This report gives you the ammunition to prove it.
- Upcoming CSEDs: The IRS has only ten years to collect. Know exactly when each client’s window expires.
Professional enough to look like hours of work, fast enough to finish before the meeting. The result is a professional document that explains their situation in plain language, with no transcript decoding required on their end.
Choose any combination of:
- Overview and why-hire-you messaging
- Tax Owed (and Spouse’s Tax Owed)
- Wage & Income Summary (and Spouse’s)
- Summary of Income, Expenses & Assets
- Summary of Collection Alternatives
- Penalty Abatements
- Payments Made
- Account Transcripts, with optional CSED calculations
Tax Resolution Reports FAQs
Three sources working together: the IRS transcript data you download through the platform, the financial information your client supplies on the Form 433 collection information statement, and any other income, expense, and asset details you enter. Reports like Payments Made and the Account Transcripts pull straight from the client’s IRS Account Transcript, so those figures match the IRS’s own records, while resolution calculations draw on the client’s financials.
The IRS doesn’t always calculate collection statute expiration dates correctly. The CSED Mismatch report compares the platform’s independent CSED calculation against the IRS’s, so when there’s a discrepancy in your client’s favor, you have the documentation to push back.
It analyzes the financial data from your client’s Form 433 against the IRS Collection Financial Standards (the same reasonable, necessary, and allowable framework the IRS applies) and calculates the Installment Agreement, Offer in Compromise, and Currently Not Collectible outcomes so you can present the strongest option.
Yes. The bankruptcy calculator provides a general estimate of the earliest date a client’s taxes may become eligible for discharge, accounting for tolling events. It’s a starting point for the conversation, not a replacement for a full legal review.
No. That’s the point. The platform reads the transcripts and surfaces the answers: what’s owed, what’s missing, what qualifies, and when the collection clock expires.
It takes the mountain of data every resolution case generates (transcripts, balances, penalties, collection options, and years of history) and turns it into a clean, branded analysis your client can actually understand. Pull the client’s information once, and the report in IRS Solutions® assembles itself: tax owed by year, wage and income history, CSED estimates, first-time penalty abatement opportunities, payment history, and a side-by-side comparison of collection alternatives such as an Installment Agreement, Offer in Compromise, or Currently Not Collectible status.
Every section is yours to control. Add the analyses the case calls for, hide the ones it does not, and hand the client a document built for their exact situation. The result is a professional, polished report carrying your firm’s brand, the kind that looks like hours of work but takes only minutes, so your client sees a clear path forward and you reinforce your value at the most important moment of the engagement.
What Do Tax Pros Say About IRS Solutions®?
Tax resolution specialists, CPAs, Enrolled Agents, accounting professionals, attorneys, and even ex-IRS agents all praise IRS Solutions.
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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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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.
