Business Details
15 Years
experience
Your Trusted Partner for Tax Resolution Solutions
Founded in 2011, IRS Solutions was created by former IRS Revenue Officers David and Suzanne Stone to address the lack of efficient tax resolution tools for professionals. Our platform combines software and membership services, offering integrated IRS systems, automated transcript downloads, and expert support. We prioritize value, service, and respect, ensuring our members receive innovative, up-to-date solutions. Our team provides unlimited customer support and fosters a community of tax professionals. We continuously enhance our software based on member feedback, ensuring it meets real-world needs.Our core mission is to empower tax professionals with tools that streamline case management, improve client outcomes, and drive business growth. With AWS-hosted data security and compliance, we deliver reliability and trust. Our commitment to excellence has earned praise from CPAs, EAs, and tax attorneys nationwide. By combining technical expertise with personalized service, we help members navigate complex IRS processes efficiently. Today, IRS Solutions supports firms of all sizes, transforming tax resolution practices through technology and community.
Services
Tax Resolution Management
IRS Advance Notice
Client Management
Invoicing & Payments
Data Security
Continuing Education
Marketing Support
Transcript Monitoring
Case Management
Audit Alerts
Details
- Year established: 2011
Highlights and features
- We offer integrated IRS transcript monitoring and automated alerts for proactive case management.
- Our platform includes free continuing education with up to 12 CPE/CE credits annually.
- We provide unlimited customer support from former IRS officers and tax resolution experts.
- Our marketing toolboxes help members attract new clients with ready-to-use assets.
- We prioritize data security with AWS GovCloud hosting and 256-bit encryption.
What people say
Saves hours daily
Exceptional customer support
Proactive audit alerts
Easy-to-use interface
Comprehensive training
Services
Tax Resolution Management
Streamline complex tax resolution cases with full IRS system integration. Automate transcript downloads, solution recommendations, and client communications. Monitor bankruptcy discharge dates and penalty abatements to improve case outcomes. Our tools reduce manual work, allowing professionals to focus on client strategy and growth.
IRS Advance Notice
Proactively monitor client IRS transcripts for changes up to six months before audits. Receive alerts for federal tax liens, installment agreement changes, and OIC activity. This early warning system enables timely client interventions, improving compliance and reducing penalties through preemptive action.
Client Management
Manage client relationships through a custom-branded portal with secure document exchange. Automate form population, track client statuses, and generate tax analysis reports. Integrated task management ensures timely follow-ups, enhancing client satisfaction and operational efficiency for tax professionals.
Invoicing & Payments
Simplify accounts receivable with customizable invoicing and payment tracking. Process credit card payments via CPACharge integration and generate aging reports. Manual payment entry options support checks and cash, ensuring comprehensive financial management within the platform.
Data Security
Protect client data with AWS GovCloud hosting, 256-bit encryption, and TLS 1.2+ protocols. Regular backups ensure data integrity, while two-factor authentication safeguards access. All programming complies with U.S. security standards, providing a stable, compliant environment for sensitive tax information.
People
David Stone
Co-Founder
Former IRS Revenue Officer with decades of tax resolution experience. Developed IRS Solutions' core software to address industry gaps. Leads ongoing platform innovation and member support initiatives.
Suzanne Stone
Co-Founder
Former IRS specialist who co-created the platform to streamline tax resolution processes. Focuses on member training programs and ensuring software alignment with evolving IRS regulations.
Richard Vorak
Enrolled Agent
31-year IRS veteran using IRS Solutions daily. Provides feedback on software enhancements and contributes to training webinars. Highlights efficiency gains in tax practice operations.
Jaclyn McGuinniss
CPA
Regular participant in IRS Solutions' continuing education classes. Advocates for the platform's training benefits and contributes to community forums on best practices for tax resolution.
John Walters
CPA
Active member of the IRS Solutions community. Provides technical feedback on software updates and shares case study insights to improve platform functionality for accounting professionals.
Questions
What features are included in IRS Solutions membership?
Membership includes tax resolution software, automated transcript monitoring, client management tools, invoicing, data security, and continuing education with CPE/CE credits.
Does IRS Solutions offer a free trial?
We provide a 60-day money-back guarantee instead of a free trial, allowing full access to all features during the evaluation period.
How does the refund policy work?
If unsatisfied within the first 60 days, contact support for a full refund with no questions asked. Policy applies to first-time subscriptions only.
Can I import existing client data?
Yes, import client data via Excel or CSV files. Our team assists with onboarding to ensure smooth data migration into the platform.
Is data secure with IRS Solutions?
Data is protected using AWS GovCloud hosting, 256-bit encryption, and two-factor authentication to ensure compliance with federal security standards.
Do you provide training for new members?
Yes, access tutorial videos, monthly webinars, and on-demand support. One-on-one training sessions are available during business hours for personalized assistance.
Videos
