Expand Your Service Offerings with IRS Advance Notice™
(IAN)

Grow Your Practice and Provide Peace of Mind to Your Clients

Instead of having to wait for your panicked client to call you because they received a notice that the IRS has initiated an audit, you can know up to 6 months in advance; giving both of you time to prepare.

Once you’ve entered a client into your database, IAN sees into the IRS system, and then the software automatically alerts you to transcript changes.

With just a few clicks, you choose from the complete list of over 40 Transaction Codes (TCs) and select which notifications you want to receive for each client.

Those flags will give you the insights that your clients need to prepare for:

an audit defense
penalty and interest issues
avoiding passport revocation
under-reported income
... and more!

The best part is that you don't have to pay any extra fees to use this feature - it's included in your membership.

Generate more revenue for your firm!

Use our Profit Calculators to see how much additional revenue you can gain by offering IAN's monitoring service to your clients:

There are two common ways that tax preparers charge for IAN:

Charge a flat fee per return. i.e. We charge $250 per year per return and $450 per business return.
Charge as a percentage of the total bill. We charge an additional 20% (I know some that charge between 12 and 30%) for IAN.
We have put together 2 calculators below so you can see which way will work best for you.