Tag Archives: enrolled agent

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.

LOGO link for media: https://www.Send2Press.com/300dpi/23-0215-s2p-irstaxsolutions-300dpi.jpg

NEWS SOURCE: IRS Solutions Software

This press release was issued on behalf of the news source (IRS Solutions Software), who is solely responsible for its accuracy, by Send2Press Newswire. Image, if any, was provided by the news source and not this website or the wire service. Information is believed accurate, as provided by the news source, but is not guaranteed.

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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/

New YouTube Channel with Dr. Nevine Carmelle Spotlights Financial and Real Estate Problems and Solutions

IRVINE, Calif. /ScoopCloud/ -- Dr. Nevine Carmelle is excited to announce the launch of her new YouTube channel - "The Dr. Nevine Carmelle TV Show." After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel where people could tune in on their own time and have many of their questions answered for free.

"I enjoy giving back to the community and this show will hopefully provide valuable feedback to those who need it most," she says.

This first show in a monthly series which spotlights taxes. It answers questions such as, "What happens if I don't file my taxes?" and "What if I don't have an income? Do I still need to file my taxes?"

She talks about how to avoid collections, how to develop customized strategies for dealing with the IRS and much more. Her approach is straight forward and realistic. She breaks down complicated matters into no-nonsense, practical, how-to solutions and explains that each case is different.

Dr. Carmelle is committed to working with those who are less fortunate than herself. She's actively involved in working with the homeless population and dedicates a great deal of time to organizing fundraisers, blood drives and more. The Dr. Nevine Carmelle TV show ties into those efforts to provide free information and consultations.

While her YouTube channel is just getting off the ground, Dr. Carmelle has some exciting ideas for future shows in the works. She's planning to host guest speakers who are superstars in their field. Topics will focus on: real estate, litigation, mediation, business planning, export/import law, non-profit issues and goodwill events.

About Dr. Nevine Carmelle

Dr. Nevine Carmelle has been included in Marquis Who's Who, excels as an enrolled agent with the IRS and is the founder and CEO of Attorney Network. She's negotiated tax liens, levies, payment plans and offers in compromise and has represented clients with tax audits and appeals. Her specialties include retirement planning, charitable gifting, insurance planning, estate planning, business compensation and real estate matters.

She has extensive experience in the structures of business planning for individuals, corporations, partnerships, limited liability companies and S-Corporations in the U.S. and abroad. She's been a featured speaker on tax and financial matters at many professional seminars, and has been interviewed on TV and radio show about business strategies and financial structures.

She's also the author of "Wealth and Business Planning Strategies: The Ultimate Guide for Wealth Management, Privacy & Prosperity for Business Owners" (ISBN: 978-0692562017).

Subscribe to the Dr. Nevine Carmelle TV show: https://youtu.be/yOW6_RDziq0

For more information about Dr. Nevine Carmelle: http://www.nevinecarmelle.com/

Dr. Nevine Carmelle, PhD is excited to announce the launch of her new YouTube channel - "The Dr. Nevine Carmelle TV Show." After receiving numerous questions pertaining to tax problems and the law via phone calls and emails, she thought it would be a good idea to launch a channel where people could tune in on their own time and have many of their questions answered for free.

Related link: http://www.nevinecarmelle.com/

Tax Help Book ‘Now What? The IRS is Taking Everything I Own. Help!’ released today by SFS Tax Problem Solutions Press

STUART, Fla. /ScoopCloud/ -- SFS Tax Problem Solutions Press announces the release of the second book in the Now What, Help! series, "Now What? The IRS is Taking Everything I Own. Help!" by Jeffrey Schneider, an Enrolled Agent, Certified Tax Resolution Specialist, Advanced Crypto Tax Expert and a National Tax Practice Institute Fellow.

"Now What? The IRS is Taking Everything I Own. Help!" (ISBN: 978-0578409214) is available nationwide today, February 28, 2019 and is available in both e-book and paperback.

In the new book, Jeffrey Schneider, EA, CTRS, ACT-W, NTPIF, explains the situations when your money can be taken by the U.S. Government and the rights they have to do it. He goes on to talk about what the taxpayer can do to prevent this situation from happening.

"The Internal Revenue Service is the world's largest and most aggressive collection agency on the planet, and they will use whatever authority they have to get what they are entitled to," says Schneider.

This guide discusses what can happen if one spouse is underhanded during or before a marriage and if an innocent or injured spouse has any recourse.

Schneider has the knowledge and expertise to help you reach a favorable outcome with the IRS. He is the head honcho at SFS Tax & Accounting Services as well as the Enrolled Agent and Certified Tax Resolution Specialist for SFS Tax Problem Solutions. In 2018, Schneider was appointed to the Internal Revenue Service Advisory Council (IRSAC). In the book, Jeffrey demystifies what happens when the IRS or any government agency wants to take what is yours.

According to Schneider, "You don't have to just watch as your bounty is hauled away, there are ways to navigate these nasty waters."

Schneider explains why the IRS will take a tax return's refund, withdraw cash from your bank account, garnish your wages, social security benefits, pensions, and seize your property as well as what you can do about it.

The all-encompassing advice: Tax debt is not something to ignore. "With merely a stroke of a pen, the IRS District Director is empowered to take a taxpayer's home or business," says Schneider.

For more information about Jeffrey Schneider, visit: https://sfstaxproblemsolutions.com/ or http://sfstaxacct.com/.

BOOK SUMMARY:
Title: Tax Notice Book "Now What? The IRS is Taking Everything I Own. Help!"
Author: Jeffrey Schneider.
Publisher: SFS Tax Problem Solutions Press.
ISBN: 978-0578409214; paperback, 6x9; 216 pp; $9.97.

SFS Tax Problem Solutions Press announces the release of the second book in the Now What, Help! series, "Now What? The IRS is Taking Everything I Own. Help!" by Jeffrey Schneider, an Enrolled Agent, Certified Tax Resolution Specialist, Advanced Crypto Tax Expert and a National Tax Practice Institute Fellow.

Related link: https://sfstaxproblemsolutions.com/

PitBullTax Software Expands its Power with Release of New Version 4.0

CORAL SPRINGS, Fla. /ScoopCloud/ -- PitBullTax Software, the leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys, just released its new and more feature rich Version 4.0. For nine years PitBullTax Software has transformed the tax resolution business by making it more efficient and intuitive for tax professionals to solve their clients' IRS problems.

Listening to feedback from its thousands of licensees across the country, the company added major technological enhancements for even greater efficiency in case preparation and in client communications.

"PitBullTax Version 4.0 is the most advanced tax resolution platform for tax pros on the market today," Irina N. Bobrova, COO of PitBullTax Software stated. "This cloud-based application makes the work of tax professionals even easier, faster and more rewarding - incorporating the most up-to-date technological features thanks to our team of engineers who create the real magic."

"PitBullTax Software has always had a positive impact in the tax resolution specialty. After many years on the market, PitBullTax swiftly detects the needs of the industry and develops immediate solutions to maintain its leadership role," Jose L. Alfaro, Co-Founder and CTO of PitBullTax explains. "This new release was launched to support the tremendous growth of the company."

Mr. Alfaro added: "In Version 4.0 there are new modules such as incoming e-mail correspondence, state forms, response letters and a business client questionnaire in both English and Spanish. We have also significantly improved our IRS Transcripts Delivery system with customizable alerts and bulk transcript requests. Our mobile application had a major facelift too.

"PitBullTax licensees can now enter their security codes received from the IRS in the mobile app, making their work flow more ergonomic. Sharing files and chatting with clients is also available through our mobile app, as well as Touch ID protection. Thanks to the feedback of our users we boosted our user interface with an enhanced forms preview and mouse over previews."

To further serve the needs of our licensees, the company has become vertically integrated, adding a critical education component. PitBullTax is now a Continuing Education Provider approved by the IRS and NASBA to provide live and internet group-based classes through its PitBullTax University.

Jaime S. Buchwald, Co-Founder and CEO says: "PitBullTax Software has again raised the bar in tax resolution software while maintaining critical mass in the industry. Up to 90 percent of the enhancements in Version 4.0 are a result of positive customer feedback." Mr. Buchwald further added, "Our mission is to always be the leader in tax resolution software by listening, responding and delivering incredible value to our current and future licensees."

About PitBullTax Software:

PitBullTax Software has licensees in all 50 states that rely on their Software to prepare and automate their IRS Tax Practices. Innovation, efficiency and making its licensees more profitable are the cornerstones of the company's philosophy.

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

PitBullTax Software, the leading IRS Tax Resolution Software for CPAs, EAs and Tax Attorneys, just released its new and more feature rich Version 4.0. For nine years PitBullTax Software has transformed the tax resolution business by making it more efficient and intuitive for tax professionals to solve their clients' IRS problems.

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

Tax Notice Book ‘Now What? I Got a Tax Notice from the IRS. Help!’ released today by SFS Tax Problem Solutions Press

STUART, Fla. /ScoopCloud/ -- SFS Tax Problem Solutions Press announces the release of "Now What? I Got a Tax Notice from the IRS. Help!" (ISBN: 978-0692997154) by Jeffrey Schneider. "Now What?" is available nationwide today in paperback. It will be published in an eBook edition in March and an audio book edition in June 2018.

In the new book, "Now What? I Got a Tax Notice from the IRS. Help!" Jeffrey Schneider defines and deconstructs the scary and confusing letters in a fashion that mixes attention to detail with humor and an intricate clarification of what-is-what in the world of the IRS.

"The idea of receiving a letter from the IRS is not a pleasant one for anyone. What makes it worse is the confusion, the fear, the assumptions and the thoughts of all the worst-case scenarios that can make you feel like you have a tidal wave of stress," says Schneider.

Written by Jeffrey Schneider, an Enrolled Agent, Certified Tax Resolution Specialist and a National Tax Practice Institute Fellow, "Now What? I Got a Tax Notice from the IRS. Help!" defines and deconstructs the scary and confusing letters that land in your mailbox, details how there is life, sanity, and even money after receiving a notice.

"You have choices and you do have some control. The IRS is not always correct! Even if you owe more than you can pay, there are other options," Schneider explains.

Jeffrey Schneider, EA, CTRS, NTPI Fellow has the knowledge and expertise to help you reach a favorable outcome with the IRS. He is the head honcho at SFS Tax & Accounting Services as well as the Enrolled Agent and Certified Tax Resolution Specialist for SFS Tax Problem Solutions. Schneider was recently appointed to the Internal Revenue Service Advisory Council (IRSAC).

In the book, Jeffrey provides instruction, enlightenment, and answers questions on such topics as: How do I pay the IRS what I don't have? Can you really start over and get a second chance? as well as What can a tax professional do for you that an online program can't?

According to Schneider, "With life preserving tips and sanity maintaining directions, this guide is your life preserver to hold on to while you read those notices that give you that sinking feeling. So, when you get that notice, you don't have to panic, you don't have to drown in stress or worry and you will have a brief understanding of the best steps to achieve the best results as you head toward dry land."

From the common to the not so common notices, to what you can do about them and the different types of professionals as well as the different types of credentials that make the difference in correcting or resolving your specific situation.

"The all-encompassing advice: Tax debt is not something to ignore. The IRS has a long memory. They will not forget. And the longer you wait to take care of the problem, the harder and more costly it will be," says Schneider.

For more information about Jeffrey Schneider, visit: https://sfstaxproblemsolutions.com/ or http://sfstaxacct.com/.

BOOK SUMMARY:
- Title: "Now What? I Got a Tax Notice from the IRS. Help!"?
- Author: Jeffrey Schneider.
- Publisher: SFS Tax Problem Solutions Press.
- ISBN: 978-0692997154; paperback, 6x9; 216pp; $9.97.
- eBook: March 2018
- Audio book: June 2018.

VIDEO (YouTube):
https://youtu.be/cxHj9P9G2FQ

SFS Tax Problem Solutions Press announces the release of "Now What? I Got a Tax Notice from the IRS. Help!" (ISBN: 978-0692997154) by Jeffrey Schneider. "Now What?" is available nationwide today in paperback. It will be published in an eBook edition in March and an audio book edition in June 2018. Schneider defines and deconstructs the scary and confusing letters in a fashion that mixes attention to detail with humor and an intricate clarification of what-is-what in the world of the IRS.

Related link: https://sfstaxproblemsolutions.com/

The IRS Lien and Levy Holiday is over – If you owe back taxes, notices are coming again and soon

STUART, Fla. /ScoopCloud/ -- After a temporary break during the hurricanes and the holidays, the Liens, Levies and Garnishments that were held back by the IRS are starting again and will be en route to your mailbox to those that owe back taxes, says Jeffrey Schneider EA, CTRS, NTPI Fellow, and principal at SFS Tax Problem Solutions.

Whether you are a taxpayer that owes federal and state income taxes or are looking for an expert guest for TV, radio or print, Schneider - Author of "Now What? I Got A Tax Notice From The IRS. Help!" (ISBN: 978-0692997154; Feb. 2018) - has the knowledge, credentials and ability to help define and deconstruct the scary and confusing letters that land in your mailbox from the IRS.

Whether you would like a better understanding about the notices, the rights and the actions that the IRS can take or if you are looking for assistance with reducing the amount of a tax debt, filing a back-tax return or preparing a tax settlement by negotiating offers in compromise and filing installment agreements, Schneider can help with the answers.

"The moment you pull an IRS Notice from your mailbox, you need to open it and call an Enrolled Agent immediately," says Jeffrey Schneider, Enrolled Agent, Certified Tax Resolution Specialist and NTPI Fellow at SFS Tax Problem Solutions.

Schneider also explains how getting notices should not be as life threatening as you may think. "There is life, sanity and even money after receiving a notice. You have choices and you do have some control. The IRS is not always correct! Even if you owe more than you can pay, there are other options."

Taxpayers who owe federal and state income taxes and are petrified of dealing with the Internal Revenue Service can get help from SFS Tax Problem Solutions. "Our clients never meet with the IRS on their own," says Schneider.

About Jeffrey Schneider:
Jeffrey Schneider EA, CTRS, NTPI Fellow has the knowledge and expertise to help you reach a favorable outcome with the IRS - whether you need assistance with reducing the amount of your tax debt, filing a back tax return, or preparing a tax settlement by negotiating offers in compromise and filing installment agreements.

He is a Fellow of the National Tax Practice Institute (NTPI), a Past President of the Florida Society of Enrolled Agents, the Palm Beach Chapter and Treasure Coast Chapter of the Florida Society of Enrolled Agents and a Director on the Board of the National Society of Enrolled Agents (NSEA). Schneider was recently appointed to the Office of Professional Responsibility subgroup on the Internal Revenue Service Advisory Council (IRSAC).

To book Jeffrey Schneider for media interviews or to book a complimentary consultation call 772-337-1040. Or visit: https://sfstaxproblemsolutions.com/.

Twitter: @SFSTaxAcct @SFSTax

Facebook: https://www.facebook.com/sfstaxproblemsolutions/

LinkedIn: https://www.linkedin.com/in/jeffreyschneiderea/

VIDEO (YouTube): https://youtu.be/-a3P-Xo9neA

*PHOTO for Media: Send2Press.com/300dpi/18-0126s2p-schneider-300dpi.jpg

After a temporary break during the hurricanes and the holidays, the Liens, Levies and Garnishments that were held back by the IRS are starting again and will be en route to your mailbox to those that owe back taxes, says Jeffrey Schneider EA, CTRS, NTPI Fellow, and principal at SFS Tax Problem Solutions.

Related link: https://sfstaxproblemsolutions.com/