Author Archives: IRS Solutions Software

IRS Solutions Completes SOC 2® Examination

Strengthened Commitment to Security, Reliability, and Long-Term Member Trust is Independently Validated

VALENCIA, Calif., Dec. 29, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions® announces today that it has completed the SOC 2® examination. As tax professionals face growing security expectations, technology providers must prove accountability and consistency in how they handle data. A recently completed SOC 2® examination provides independent validation that IRS Solutions systems maintain secure, reliable, and confidential operations.

Image caption: IRS Solutions Completes SOC 2® Examination.

Aligned with the AICPA Trust Services Criteria, this examination meets the due diligence requirements of organizations ranging from small firms to large enterprises conducting vendor risk assessments.

Conducted by an independent AICPA-accredited auditor, the SOC 2 examination evaluated IRS Solutions’ controls relevant to security, availability, confidentiality, processing integrity, and privacy. The completion of the examination reflects the company’s ongoing focus on maintaining a structured control environment and consistent operational practices. These controls support IRS Solutions’ approach to protecting sensitive data and delivering reliable system performance.

A STRONG FOUNDATION FOR MEMBER CONFIDENCE

“We take data security seriously,” says David Stone, EA, Co-Founder and CEO. “Completing our SOC 2 examination demonstrates how we safeguard sensitive information and support the professionals who rely on us. The report gives our members confidence that the software they depend on is built on a foundation of security and accountability.”

At IRS Solutions, secure infrastructure combines AWS GovCloud hosting, role-based access controls, encryption in transit and at rest, multifactor authentication, and continuous monitoring. Formalized policies, employee training, structured change management, and continuous improvement processes all contribute to a robust control environment. Each protocol is detailed in the SOC report. With the completed examination in place, IRS Solutions does more than clarify its own approach. The report also helps members satisfy vendor-review and documentation requirements in their own practices.

This independent validation strengthens IRS Solutions’ position as a dependable long-term technology partner. Members can demonstrate to clients and auditors that the tools they use adhere to rigorous security and privacy standards set by the AICPA.

“Security is not a box we check once. It’s an operating principle,” says Suzanne Stone, Co-Founder and President of IRS Solutions. “This certification affirms that our controls keep pace with evolving risks while our product team continues to deliver intuitive tools that help professionals work faster, make decisions with confidence, and protect client data.”

ABOUT IRS SOLUTIONS

Founded by tax professionals for tax professionals, IRS Solutions is a secure, cloud-based platform that makes IRS transcript analysis, monitoring, and tax resolution more efficient and accessible. Built on a strong security foundation and an intuitive interface, the system automates complex workflows, surfaces critical insights from IRS transcripts, and supports members through end-to-end case management.

Core capabilities include:

Automated tax-resolution workflows with intelligent analysis to identify issues and optimize solutions
Secure integrations with IRS systems for compliant data transfer
CSED calculators and client-ready reports (discrepancies, wage and income data, federal balances due)
IRS Advance Notice™ (IAN) for proactive alerts on IRS account changes
Bulk transcript retrieval at speeds up to 100K per hour
A Marketing Toolbox that helps members attract clients and grow their business with fully branded materials
Free CPE seminars are included with every membership
Quick implementation, no-cost training, and expert support

Learn more about the data security features that help IRS Solutions members feel safe and confident using the system and get access to the complete SOC 2 report at the IRS Solutions Data Security Hub.

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NEWS SOURCE: IRS Solutions Software

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IRS Solutions Launches Partner Rewards Program, Empowering Tax Pros to Boost Earnings and Build Stronger Networks

VALENCIA, Calif., Nov. 3, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions® announced the launch of its Partner Rewards Program, a new initiative that rewards tax professionals who refer their colleagues to the platform. This program not only expresses gratitude but also provides tax pros with an easy, recurring revenue opportunity while expanding the IRS Solutions community.

Image caption: IRS Solutions Software.

The Partner Rewards Program offers a straightforward way for enrolled agents (EAs), certified public accountants (CPAs), and tax attorneys to earn income by sharing the IRS Solutions tax resolution platform. Participants receive a generous flat commission on first orders and a commission on recurring orders for up to 24 months, making it a rewarding venture for those who actively refer peers.

“Tax professionals have been at the core of our success,” said David Stone, EA, CEO and co-founder of IRS Solutions. “For over a decade, we’ve grown through trust, community, and shared experiences. The Partner Rewards Program formalizes that relationship. It’s our way of thanking those who have supported us and ensuring that we continue to achieve success together.”

Enrollment is quick and easy, with no IRS Solutions membership required. Once approved, tax professionals can generate personalized referral links, invite colleagues, and enjoy rewards for up to two years on unlimited referrals. As partners bring in more referrals, a tiered rewards structure increases their commission percentage. A user-friendly dashboard enables partners to track referrals, link traffic, and earnings in real time. Payments are made automatically via PayPal for convenience.

“Our community thrives because our members believe in supporting one another,” said Suzanne Stone, President and co-founder of IRS Solutions. “The Partner Rewards Program celebrates that collaborative spirit. Every new referral means more taxpayers receive the expert help they need, strengthening the profession as a whole.”

David Stone added, “This program reflects a larger trend in the tax technology industry — a shift toward collaboration and shared value. Professionals who use proven solutions to save time and improve client outcomes are the ones who thrive in today’s competitive market. Our program rewards those experts by bridging the gap between technology and trusted advice.”

For full program details, eligibility requirements, and FAQs, visit the IRS Solutions Partner Rewards Program at https://www.irssolutions.com/partner-rewards-program/

About IRS Solutions

Founded by tax professionals, for tax professionals, IRS Solutions is a cloud-based, user-friendly tax resolution software designed to simplify IRS transcript analysis and monitoring. The platform automates IRS transcript downloads, identifies discrepancies, sends alerts for account changes, and streamlines case management — all within a secure, easy-to-navigate interface.

Key features include:

Advanced tax resolution tools with automated analysis and solution recommendations
Proprietary IRS Advance Notice™ (IAN) feature, which monitors IRS systems and alerts users to account changes before official notices arrive
Bulk transcript downloads — up to 100K per hour
Seamless integration with IRS and TDS systems
CSED calculator and client-ready reports (discrepancies, wage & income, summaries, federal tax due)
White-labeled marketing materials for attracting and engaging clients
SOC 2® compliant infrastructure, ensuring top-tier data security
Software training included
Customizable branded letters and templates

Used by tax, financial, and legal firms nationwide, IRS Solutions equips professionals with the tools to help taxpayers resolve IRS issues efficiently and deliver the best possible outcomes.

Visit IRS Solutions for additional details and to schedule a platform tour.

Visit https://www.irssolutions.com/ for additional details and to schedule a convenient platform tour.

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NEWS SOURCE: IRS Solutions Software

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IRS Solutions® Announces New Discrepancy Report Feature

New automated tool helps tax, financial, and legal professionals detect discrepancies in IRS reporting before they trigger IRS audits

VALENCIA, Calif., May 5, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions®, the trusted name in tax resolution software, announces the launch of its latest innovation, the Discrepancy Report. This cutting-edge feature is designed to simplify the detection of discrepancies between filed tax returns and income data reported to the IRS by third parties. This will empower tax professionals to prevent audits while delivering exceptional service to their clients proactively.

Image caption: IRS Solutions logo.

Automated Reporting Detects and Prevents Audits

The new Discrepancy Report automates the process of identifying mismatches, saving tax practitioners countless hours of manual work. Analyzing filed tax returns against income reported to the IRS, the tool flags discrepancies that could trigger audits, allowing professionals to take corrective action in advance.

Available to all IRS Solutions members at no additional charge, this exciting new feature helps identify situations where you may want to proactively file an amended return or discuss a potential issue with your client.

Key Features of the Discrepancy Report

By thoroughly comparing filed tax returns against the income information reported to the IRS by third parties, the Discrepancy Report triggers tax professionals to work proactively with their clients. By informing your clients of unreported income, you may be able to prevent penalties and interest that could be assessed against them. If the amount overlooked is significant enough, you may also be able to avoid criminal charges.

With the new automated Discrepancy Report added to their toolkit, practitioners can enhance client trust, strengthen their advisory role, and establish new ongoing revenue streams through proactive tax compliance services.

Founder and CEO David Stone says, “Previously, CPAs, EAs, and other tax advisors had to review and compare reports manually—or wait until a client’s account was flagged for an audit—to catch key discrepancies. Our new Discrepancy Report streamlines this process by automatically identifying potential unreported income early, helping prevent IRS issues, reducing audit risks, and ensuring accurate amendment filings when necessary.”

About IRS Solutions

Founded in 2011, IRS Solutions is a trusted name in tax resolution software. Designed by tax professionals for financial, legal, and tax practitioners. Family-owned and operated, the company offers a comprehensive suite of tools designed to transform the way professionals work and serve their clients.

Managing Partner Suzanne Stone says, “We’re excited to offer our members another powerful tool to support their clients proactively. The new Discrepancy Report is incredibly easy to use, and clients will appreciate the peace of mind it provides, helping them avoid unexpected IRS scrutiny.”

Every IRS Solutions member gains full access to all features with a monthly or annual membership. The list includes:

Comprehensive tax resolution tools
Award-winning IRS Advance Notice™ (IAN), a proprietary feature that silently monitors the IRS system and automatically alerts users to changes on client transcripts that indicate any of the 500+ actions the IRS might take, often months before an official notice arrives by mail
Automated analysis with solution recommendations
Bulk transcript downloads in seconds
Seamless integration with IRS systems
CSED calculator
Pre-filled form library including 40+ state POAs
5 initial e-signatures, with additional packages available for purchase
Secure, custom-branded client portal
White-labeled communication and marketing materials complete with customizable letters, brochures, and social media posts to attract and engage clients
…and so much more.

Additional details are available at https://www.irssolutions.com/.

How Can a Tax Pro Learn More?

CPAs, Enrolled Agents, and other tax, financial, and legal professionals are invited to visit the IRS Solutions website to schedule a live one-on-one demo to hear about the new Discrepancy Report and learn more about the platform.

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NEWS SOURCE: IRS Solutions Software

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IRS Solutions® Named as American Society of Tax Problem Solvers (ASTPS) Partner

New partnership offers unparalleled product, service, and training to tax resolution specialists

VALENCIA, Calif., March 10, 2025 (SEND2PRESS NEWSWIRE) — IRS Solutions®, a company offering innovative tax resolution software explicitly designed for tax professionals, announces that it has been named an industry partner by the prestigious American Society of Tax Problem Solvers (ASTPS).

Image caption: IRS Solutions Software.

A NEW PARTNERSHIP TO BENEFIT TAX PROS

ASTPS Success Partners are thoughtfully selected and thoroughly vetted vendors and suppliers who provide products and services to elevate a tax resolution practice. IRS Solutions is honored to join this exclusive group of industry colleagues.

Suzanne Stone, IRS Solutions Managing Partner, says, “We are thrilled to have another opportunity to connect with tax professionals and support them in creating steady, year-round income through proactive client service. ASTPS provides training that tax pros just can’t find anywhere else. Thanks to this partnership, both new and experienced specialists will also gain access to the tools they need to streamline tax resolution cases and offer a competitive advantage.”

About IRS Solutions:

Founded in 2011 by former IRS Agent David Stone and his wife Suzanne, IRS Solutions is a family-owned and operated company offering innovative tax resolution software explicitly designed for tax professionals. The platform provides a comprehensive suite of tools to transform how tax experts work and serve their clients.

David Stone says, “IRS Solutions combines powerful, intuitive software that’s quick to implement and easy to master with customer service the way it used to be. When our members call during business hours, we stop what we’re doing, pick up the phone, and answer their questions. This combination of cutting-edge technology with unparalleled support has earned us a reputation for excellence among our peers. We’re proud to join with ASTPS for this next step forward.”

He adds, “With the right training and tools in tax resolution, you can gain the confidence needed to deliver winning results for your clients. My father always told me, ‘Do whatever you want, just get the knowledge and be the best you can be.’ This wisdom has guided me throughout my career, and it’s a principle we strive to share with every tax professional we serve.”

With a monthly or yearly subscription, IRS Solutions member gains full access to all features:

comprehensive tax resolution tools
award-winning IRS Advance Notice™ (IAN), which silently monitors the IRS system to proactively alert about transcript changes – often months before an official notice arrives by mail
automated analysis with solution recommendations
bulk transcript downloads
seamless integration with IRS systems
CSED calculator
pre-filled form library including 40+ state POAs
5 initial e-signatures, with additional packages available for purchase
secure, custom-branded client portal
white-labeled communication and marketing materials including customizable letters, brochures, portal personalized for your firm and social media posts to attract and engage clients
…and so much more.

For additional details, visit https://www.irssolutions.com/.

About ASTPS:

Founded in 2003, the American Society of Tax Problem Solvers (ASTPS) is a nonprofit organization that is dedicated to helping tax resolution specialists represent clients in front of the IRS with integrity, expertise, and professionalism. ASTPS provides live technical training conferences, case support and continuing education through membership and certification opportunities for practitioners looking to transition to a lucrative specialty in tax problem resolution. Membership in ASTPS reflects the commitment to professional excellence and high standards in taxpayer representation.

Larry Lawler, ASTPS National Director and Founding Member says, “We’ve watched as IRS Solutions has taken root and grown without ever losing sight of the values that launched their business. Over more than ten years, they have improved their product and earned well-deserved accolades. Now is the right time for ASTPS and IRS Solutions to establish and nurture a long-term partnership that will benefit our members and help them succeed.”

For additional details, visit https://www.astps.org/irs-solutions-software/.

WHAT’S NEXT?

The IRS Solutions team will be present at upcoming ASTPS events and conferences to introduce tax professionals to this exciting new partnership and answer questions about how they can earn more in less time.

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NEWS SOURCE: IRS Solutions Software

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IRS Advance Notice by IRS Solutions Named as CPA Practice Advisor 2024 Tax and Technology Innovation Award Finalist

VALENCIA, Calif. /ScoopCloud/ -- IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and offering steady, year-round income for tax professionals.

Transformative Technology Nominated for an Important Industry Honor

CPA Practice Advisor 2024 Tax and Technology Innovation Award finalist status recognizes IAN's role in transforming the tax industry by offering tax professionals unprecedented early insights into IRS actions. CPA Practice Advisor says, "By empowering accountants with foresight and efficiency, IRS Advance Notice is not just improving individual practices-it is elevating the entire accounting profession. This tool represents a paradigm shift in how tax professionals approach IRS interactions, setting a new benchmark for proactive, client-centered service in the digital age."

Four key features were cited that drove the selection committee's decision:

1. Predictive Analytics: Advanced algorithms use real-time transcript analysis to anticipate IRS actions.

2. Automated Vigilance: Continuous monitoring of client IRS transcripts reduces the risk of oversights.

3. Proactive Client Management: Transforming reactive practices into proactive strategies enables tax pros to address potential issues before they escalate

4. Industry-Leading Notification System: IAN is setting a new standard in the field of accounting by delivering alerts an average of two weeks before official IRS communications.

IRS Solutions' Managing Partner, Suzanne Stone, emphasizes the transformative potential of IAN: "This tool is about more than just efficiency; it's about elevating the entire accounting profession. By empowering tax professionals to stay ahead of IRS actions, we're setting a new standard in client service and tax management."

As CPA Practice Advisor noted, "IRS Advance Notice stands at the forefront of accounting technology, embodying innovation, efficiency, and excellence in tax management. IAN's user-friendly design allows for seamless integration into existing workflows. The system provides comprehensive guidance on implementation and optimal usage, ensuring firms can maximize the tool's potential."

How IRS Advance Notice Works

Included with every IRS Solutions membership, IRS Advance Notice is a revolutionary tool that peers into the IRS system to detect and alert Members to updates on client transcripts, often weeks before any official notifications are sent out. The software's predictive analytics and automated vigilance allow tax professionals to proactively manage client issues, reducing manual oversight and saving significant time.

After a simple, one-time setup, members securely connect to the IRS Transcript Delivery System (TDS) through a proprietary and agency-approved integration, then select from a list of IRS transaction codes they want to be notified about. In addition, weekly transcript updates are fed directly into a client's profile and if requested an email is sent to the member.

Adding transcript monitoring with IAN creates an additional year-round revenue stream and cultivates long-term business relationships by positioning tax pros as trusted advisors.

Enrolled Agent Emily VanCamp uses IAN at Carmona Financial Assistants and is happy with the outcome. "We have had lots of interested people signing up for IAN since we started introducing it," she says. "[My boss] thinks we can realistically expect a 20-30% revenue increase by implementing a full-scale IAN plan this year."

Transforming the Industry

Measurable impacts as cited by the selection committee included:

* Improved Client Satisfaction: Firms report up to a 40% increase in client retention rates.

* Expanded Revenue: Top-performing firms experiencing increases of more than $300,000 annually.

* Increased Efficiency: Members save an average of 10 hours per week on compliance monitoring, allowing them to focus on providing higher-value services to their clients.

David Stone concludes, "We are so proud to be named a CPA Practice Advisor 2024 Tax and Technology Innovation Award finalist. This honor validates the impact IAN is having on our industry. It recognizes the dedication our team has put into developing a tool that makes life easier for tax professionals and offers peace of mind to their clients."

About the CPA Practice Advisor 2024 Tax and Technology Innovation Award

Now in its 21st year, the CPA Practice Advisor Tax and Technology Innovation Award is a prestigious industry distinction recognizing cutting-edge technologies that advance the profession of accounting. It honors solutions that increase efficiency and profitability within accounting firms by enhancing workflow, improving accessibility, and fostering better collaboration. Five products are named as winners and up to five additional products are selected as finalists annually. To qualify, products must be 2 years old or newer or have been significantly enhanced during that period. The award committee is comprised of the CPA Practice Advisor staff and Editorial Advisory Board, along with a coast-to-coast array of accounting specialists and industry thought leaders.

IRS Solutions' CEO, David Stone, co-founded IRS Solutions with his wife Suzanne in 2011. The former IRS Agent says, "Our mission has always been to equip tax professionals with the tools they need to create steady, year-round income while providing proactive client service. We are incredibly proud to see IRS Advance Notice recognized as a game-changer by CPA Practice Advisor."

About IRS Solutions

IRS Solutions is a leading tax resolution software designed by tax professionals for tax professionals. Offering a comprehensive suite of tools including IRS Advance Notice, automated analysis, and a secure client portal, IRS Solutions is dedicated to transforming the way tax professionals work and serve their clients. Learn more at https://www.irssolutions.com/.

MULTIMEDIA:

VIDEO (Vimeo): https://vimeo.com/1008950727/07f1ae1430

IRS Solutions® announces that its cutting-edge feature, IRS Advance Notice™ (IAN), has been named a finalist for the CPA Practice Advisor 2024 Tax and Technology Innovation Award. The revolutionary new technology tracks and alerts their members to IRS transcript changes, streamlining tax resolution, improving client service, and offering steady, year-round income for tax professionals.

Related link: https://www.irssolutions.com/

IRS Solutions Releases IRS Advance Notice, Innovative Tax Resolution Platform Feature that Tracks and Alerts Users to IRS Transcript Changes

VALENCIA, Calif. /ScoopCloud/ -- IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry's favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax specialists can work less, earn more, and enjoy steady year-round income with IAN.

The Need for IRS Advance Notice

Former IRS agent David Stone and his wife Suzanne founded IRS Solutions in 2011. A practicing Enrolled Agent, company CEO David Stone uses his insider understanding to develop software that effortlessly generates dependable year-round income by meeting the unique needs of tax professionals.

Speaking about IAN, David Stone says, "Merely reacting to IRS maneuvers isn't enough to provide an exceptional level of service. We must be proactive advocates on behalf of our clients. IAN's transcript monitoring provides clients with a sense of security, protecting them against identity theft, fraud, and other potential risks associated with their tax information."

"No more wasting hours manually sifting through complex transcripts and hoping you don't miss anything," adds Suzanne Stone. "IAN automatically spots tiny but critical changes and lets you know they've occurred."

How IRS Advance Notice Works

Included in every IRS Solutions membership at no additional charge, IRS Advance Notice is software that peers into the IRS system for any updates to transcripts; eliminating the need for constant checking and preventing unpleasant surprises. After a simple, one-time setup, users securely connect to the IRS Transcript Delivery System (TDS) through a proprietary and agency-approved integration, then select from a list of IRS transaction codes they want to be notified about.

In addition, weekly transcript updates are fed directly into your client's profile. IAN observes and alerts to changes like:

* Approvals of Form 2848 (Power of Attorney and Declaration of Representative) and Form 8821 (Tax Information Authorization)

* Impending audit

* Federal tax lien

* Installment Agreement modifications

* Offer in Compromise activity

* Passport holds

Annual transcript monitoring with IAN creates an additional year-round revenue stream and cultivates long-term business relationships by positioning tax pros as trusted advisors. Enrolled Agent Emily VanCamp is leading the way.

"We have had lots of interested people signing up for IAN since we started introducing it," she says. "We think we can realistically expect a 20-30% revenue increase by implementing a full-scale IAN plan this year." Promotional materials including website badges and ready-to-use social media images are provided to all members in an exclusive Marketing Toolbox.

About IRS Solutions:

IRS Solutions is specialized tax resolution software that is designed by tax pros for tax pros. With a monthly or yearly subscription, members gain full access to all features; including comprehensive tax resolution tools like IAN, automated analysis with solution recommendations, bulk transcript downloads, and a custom-branded secure client portal.

Learn more at https://www.irssolutions.com/.

IRS Solutions® announces the addition of IRS Advance Notice™ (IAN) to the industry's favorite tax resolution platform. The new feature detects and alerts tax professionals to changes on client IRS transcripts, often months in advance of official notification by mail. CPAs, Enrolled Agents, Attorneys and other tax specialists can work less, earn more, and enjoy steady year-round income with IAN.

Related link: https://www.irssolutions.com/