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IRS Advance Notice

Stay Informed. Stay Protected. Stay Ahead.

When it comes to your taxes, surprises from the IRS are never a good thing. That’s why we offer IRS Transcript Monitoring—a proactive service that keeps a watchful eye on your IRS account so you don’t have to.

What is IRS Transcript Monitoring?

IRS transcripts provide a detailed record of your tax history, including filings, payments, balances, wage and income reporting, and notices. We monitor these records on your behalf in real-time, alerting you up to six months in advance to:

  • New IRS balances or changes in what you owe

  • Unfiled tax returns or missed filings

  • IRS notices or audit triggers

  • Wage and income discrepancies

  • Identity theft flags or suspicious activity

  • Collection actions or liens

Why It Matters

Waiting for an IRS notice in the mail can cost you time, money, and peace of mind. With real-time monitoring, we detect potential problems early—giving us the chance to act before penalties add up or enforcement begins.

This service is especially valuable for:

  • Self-employed individuals and business owners

  • Clients with prior tax issues or payment plans

  • High-income earners or those with multiple income sources

  • Anyone who simply wants to stay on top of their tax health year-round

How It Works

  1. Secure Setup: We request limited access authorization (Form 8821) to view your transcripts—never to make changes or file anything on your behalf.

  2. Real-Time Monitoring: We use IRS systems to track changes and alert you to anything that requires attention.

  3. Proactive Guidance: If something comes up, we’ll walk you through what it means and how to respond.

Peace of Mind for a Low Monthly Rate

IRS Transcript Monitoring is available as a standalone service or can be included with our Tax Planning packages or Monthly Compliance Packages. Pricing is simple and affordable, so you can protect your tax health year-round. Want to add monitoring to your service plan or purchase as a stanalone service? Call us directly at (702) 857-7825