Turn Transcript Data into Dollars: Your Playbook for the Digital IRS

The Tax Pro's Guide to Recurring Revenue with Proactive Transcript Monitoring

The IRS is now digital and data-driven, and every action it takes leaves a footprint on a client's transcript weeks or months before the mail arrives. This guide shows you how to read those signals early and turn that visibility into a year-round service clients gladly pay for.

In this eBook, you will learn how to: 

  • Read an account transcript as a story that tells you what the IRS will do next
  • Spot notices roughly two weeks early and audit indicators up to six months ahead
  • Choose correctly between Form 8821 and Form 2848, including the detail that breaks most monitoring setupsTurn Data Into Dollars-1
  • Package and price ongoing monitoring as recurring revenue between filing seasons

PLUS:

Get the 7-Step Action Plan for competing with the digital IRS, including Tax Pro Account setup, engagement letter language, and authorization cleanup. 

Download the eBook
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“IRS Solutions has been instrumental in the success and expansion of our firm in the Tax Representation arena. With IRS Solutions, we have streamlined the process of identifying the best resolutions to a client's IRS problem or how to respond effectively to an IRS inquiry. In fact, we estimated that IRS Solutions has reduced our IRS Representation workload by approximately 30%, giving us additional time and resources that can now be spent assisting our clients.” 

Joseph Serrone EA, Partner

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