Never worry about IRS Letters.

Our members just RELAX and let us handle it for them.

 

SIGN UP FOR OUR TAX MONITORING PLAN!

1


Tax monitoring by your personal CPA will save you stress and time.

We monitor your IRS account and receive copies of every notice and letter you receive. No more feeling alone trying to determine what each IRS letter means and if any action needs to be taken. 
 

2



Real-time access to any changes to your IRS Account.

Did your payment post?  Was there a penalty given? No more waiting 2, 3, 4 weeks for the IRS to grant us access.  We have real-time access to your IRS account and can view the activity and answer your questions real time.

 

3



Prevent Identity Theft.

Tax identity theft is serious and happens more frequently than you imagine. The filing of fraudulent tax returns with stole social security numbers is on the rise. We help you identify suspicious activity on your account immediately and are here to help resolve it.

You’re just a few steps away from a having your personal CPA represent you all year long. No more guesswork or "wait and see" what the IRS decides for you.
SIGN UP NOW
From Julie R Merrill, CPA:


To me, your success is personal. You’re not in this alone.


 

JOIN NOW
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BONUS

Receive an email alert when your payment or refund has posted, a change in tax amount due.

Receive an email reminder when it's time to pay your estimated quarterly payments.

Instant access to IRS letters in your secure client portal. We scan and upload them for you.

Business owners receive an email reminder when annual franchise taxes and CA PTE payments are due.

Frequently Asked Questions

Don’t wait! Take control of your life today.

 


 

Let your personal CPA go to work for you. 

Pricing

Individual

$9

Per Month

  • Individual taxpayer
  • Filing of Power of Attorney with IRS
  • Monthly monitoring of IRS account
  • Email alerts from your personal CPA 
  • Email reminders for quarterly estimated tax payments

Family

$17

Per Month

  • Taxpayer, spouse and dependents
  • Filing of Power of Attorney with IRS
  • Monthly monitoring of IRS account
  • Email alerts from your personal CPA
  • Email reminders for quarterly estimated tax payments

Business

$15

Per Month

  • LLCs and S Corporations
  • Filing of Power of Attorney with IRS
  • Monthly monitoring of IRS account
  • Email alerts from your personal CPA 
  • Email reminders for franchise tax payment due dates and PTE due dates
Inquire about Tax Monitoring Services