Business Details
15 Years
experience
Advanced Tax Resolution Software for Tax Professionals
Founded in 2011, IRS Solutions began as an in-house tool to streamline tax resolution practices and has evolved into a comprehensive membership platform serving professionals nationwide. Our team combines firsthand IRS experience with cutting-edge technology to deliver software that simplifies complex tax resolution processes. We prioritize innovation, user-friendly design, and robust support, offering integrated features like real-time IRS transcript monitoring, automated case management, and client communication tools.Backed by SOC 2 compliance and AWS GovCloud infrastructure, we ensure data security while providing ongoing training, marketing resources, and personalized support to help tax professionals enhance efficiency and client outcomes.
Services
Tax Resolution Management
IRS Transcript Monitoring
Client Communication Portal
Continuing Education
Marketing Tools
Data Security
Case Management
Form Automation
Audit Alerts
Payment Processing
Details
- Year established: 2011
Highlights and features
- We offer 24/7 customer support for tax resolution professionals.
- Our software integrates directly with IRS systems for real-time updates.
- We provide SOC 2-compliant data security infrastructure.
- Our members earn Continuing Professional Education (CPE) credits monthly.
- We deliver exclusive marketing materials to expand tax practices.
Associations and certifications
- SOC 2 Compliant
What people say
Exceptional customer support
Increased revenue
Efficient software
Valuable training
Easy to use
Services
Tax Resolution Management
Streamline tax resolution cases with automated IRS transcript downloads, solution recommendations, and statute of limitations tracking. Our platform provides power-of-attorney processing, penalty abatement tools, and bankruptcy discharge calculations to resolve client issues efficiently. Designed by former IRS officers, this service reduces manual work while ensuring compliance with current tax regulations.
IRS Transcript Monitoring
Proactively monitor client IRS accounts with automated notifications for audits, tax liens, and installment agreement changes. This service identifies potential issues six months before client notification, including passport certification alerts and collection due process updates. Real-time monitoring helps tax professionals address problems before they escalate, improving client outcomes.
Client Communication Portal
Manage client interactions through a custom-branded portal with secure document sharing and form automation. This service includes embedded financial analysis tools, customizable reminders, and transcript interpretation features that simplify complex IRS communications. Tax professionals can centralize case management while providing clients with transparent progress tracking.
Continuing Education
Access live webinars and on-demand courses taught by tax resolution experts to earn IRS-approved Continuing Professional Education credits. This service covers evolving tax regulations, case study analysis, and software functionality training. Members receive monthly educational content aligned with IRS procedural updates and industry best practices.
Marketing Toolbox
Expand your tax resolution practice with professionally designed marketing materials, including social media templates, email campaigns, and client handouts. This service provides ready-to-use assets that highlight software benefits and tax resolution expertise, helping professionals attract new clients while maintaining brand consistency.
People
David Stone
Co-Founder
Former IRS Revenue Officer with over two decades of tax resolution experience. Developed IRS Solutions software to address industry inefficiencies and now leads platform innovation.
Suzanne Stone
Co-Founder
Tax industry veteran who co-created IRS Solutions to streamline practice management. Focuses on member support and ensuring software aligns with real-world tax resolution needs.
Questions
What tax professionals benefit most from IRS Solutions?
Our software serves CPAs, EAs, tax attorneys, and accounting firms needing efficient IRS case management tools and practice support resources.
Does IRS Solutions integrate with IRS systems?
Yes, our platform offers direct integration with IRS databases for real-time transcript downloads, audit monitoring, and power-of-attorney processing.
Is there a free trial available?
We offer a 60-day risk-free trial with full access to all software features and member benefits.
How does the software improve practice efficiency?
Automation reduces manual work by 40-60%, with features like form population, statute tracking, and client communication tools.
What support resources are included?
Members receive 24/7 customer support, monthly CPE webinars, and a marketing toolbox with ready-to-use practice growth materials.
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