Private Client Service
We Handle Everything.
You Get Answers.
No logging into the IRS. No pulling transcripts. No guesswork. We obtain your records directly, run the full analysis, and walk you through every finding.
What You Get
Everything in Instant Analysis, plus full-service support
We Pull Your Transcripts
Using Form 8821, we obtain your IRS Account Transcripts directly. No IRS login needed on your end.
Dedicated Case Manager
One person who knows your case inside and out. Direct communication, no runaround.
Two 30-Minute Calls
We walk you through your report, explain your IRS options, and answer every question.
Business Tax Analysis
All business entities analyzed free (941, 940, 1120, partnerships). Normally a $1,000 add-on.
30-Day Support Window
Have questions after your call? Reach your case manager for 30 days after delivery.
Priority Processing
Your case moves to the front of the queue. Faster turnaround on every step.
How It Works
Four steps, fully guided
Apply Online
Fill out a short form with your details. Takes about 2 minutes.
We Obtain Your IRS Records
We file Form 8821 (Tax Information Authorization) and pull your Account Transcripts directly from the IRS. You never need to log in.
Your Report Is Generated
We run the full PROOF analysis on your transcripts, including all transaction codes, CSED dates, penalties, and IRS options.
We Walk You Through It
Your case manager schedules a 30-minute call to review findings, explain your options, and answer questions. A second call is available anytime within 30 days.
Who This Is For
You don't want to deal with the IRS website or ID.me verification
You have business tax issues (941, 1120, partnerships)
You want expert guidance on what your report means
Your situation is complex or spans multiple years
You've already hired a tax firm and want a second opinion
You want someone managing your case, not just a report
Instant Analysis vs Private Client
| Feature | Instant Analysis $297 | Private Client $1,500 |
|---|---|---|
| Comprehensive IRS Report | ||
| Transaction Code Analysis | ||
| CSED Expiration Dates | ||
| IRS Options & Action Steps | ||
| Free Tax Resolution Guide | ||
| We Pull Your Transcripts | — | |
| Dedicated Case Manager | — | |
| Two 30-Min Consultation Calls | — | |
| Business Tax Analysis | — | |
| 30-Day Support Window | — | |
| Priority Processing | — |
Ready for the Full-Service Experience?
Apply in 2 minutes. We handle the rest.
Already purchased Instant Analysis? Your $297 payment can be credited toward Private Client Service.