"A client traded crypto. The IRS has 1099-DAs from three exchanges that weren't on the return."
With monitoring That mismatch shows in the transcript the same month the return posts. The amendment is filed before a CP2000 is generated.
Tax & Advisory Monitoring
Know what the IRS knows — as soon as the IRS knows it.
Built for tax and accounting firms who are ready to offer more. Tax & Advisory Monitoring monitors every enrolled client's IRS transcript year-round — surfacing notices, filing discrepancies, and advisory opportunities before your clients ever have to ask.
- Know about your clients' IRS activity before they do: notices, balances, audit flags, refund holds.
- Catch return errors and unreported income before they become IRS notices.
- Surface planning opportunities your clients would never think to bring up.
- Turn every enrolled client into a year-round advisory relationship.
Thousands of automated analyses.
One short list of what needs your attention.
Continuous IRS monitoring
Notices, balances, audit flags, and account changes - surfaced as they post.
Post-filing review
Every return checked against what the IRS received, with discrepancies flagged automatically.
Advisory insights
Tax patterns that open billable conversations, surfaced without manual work.
Sound familiar?
The moments that keep tax professionals up at night
"A client's return was selected for examination. By the time they called me, the response window was two weeks out."
With monitoring Examination flags post to the transcript within days of the IRS opening the case. You see it with time to prepare, not scramble.
"We found a prior-year balance at filing. It had been accruing interest for two years."
With monitoring The balance shows in the account transcript as soon as it posts. You flag it at onboarding, before the current-year return is filed.
"My client changed employers, switched banks, and never said a word."
With monitoring New payers, address changes, and withholding gaps surface in the transcript within weeks. You bring it up. They don't have to.
How it works
Authorization. Insight. Action.
Step 1
Client signs Form 8821
A read-only IRS authorization, not a power of attorney. E-signature enabled. Most clients complete it in under 3 minutes from their phone.
Step 2
We pull all four transcript types, every week
Account transcripts, wage and income transcripts, return transcripts, and record of account for every enrolled client, automatically.
Step 3
Analyses become actionable insights
Every finding is prioritized, so your team knows what needs attention now and what can wait.
What you get
Five capabilities. One monitoring service.
Action center
Thousands of analyses. A handful of actions. Every finding is prioritized and labeled so your team knows exactly what to do next.
Refund frozen. You called them first.
The CP53E posted on a Monday. The Action Center flagged it before the client knew anything was wrong.
Post-filing review
Returns are compared against information returns the IRS receives. Unreported income and filing discrepancies surface automatically.
A 1099-INT the client never mentioned.
$440 in interest income was in the IRS transcript, not on the return. A Form 1040-X now beats a CP2000 later.
Advisory insights
Tax patterns that open planning conversations and service opportunities surface automatically from transcript data.
Self-employment income growing. No retirement plan on file.
A SEP-IRA can open a planning engagement the firm can bill for. The transcript found it. You make the call.
Early Look
Be among the first firms to offer
year-round IRS monitoring.
Early partners get priority onboarding, direct access to our innovators, and the opportunity to shape the product with feedback.
Priority onboarding. Meticulous setup, client authorization workflow, and staff training are handled for you.
Direct product access. Early partners work directly with our team. Your feedback shapes what gets built next.
Backed by Notice Defense & Resolution With an entire team of experts in your corner, you're prepared for whatever the IRS sends next.
Move before your competitors do. Firms enrolling clients now are building a year-round advisory advantage.
Ready to see it live?
Schedule a 20-minute demo.
Whether you are a tax prep firm, an advisory practice, or somewhere in between, we will walk through scenarios that show how Tax & Advisory Monitoring can change your practice.
Schedule a demoQuestions? Reach us directly at sales@taxprotectionplus.com