Client Tax Profile Monitoring Services
IRS Alert monitors client tax data. Real-time insights and alerts for client IRS Profiles.
Tax compliance monitoring is critical to managing credit, financial, operational, reputational, and relationship risk.
It’s time to analyze and monitor your clients’ IRS Profiles.
See How IRS Alert
Works for Professionals
IRS Alert provides real-time insights into what IRS thinks about your clients’ businesses. This is made possible through a secure connection between IRS’s taxpayer transcripts database and our platform. We continuously monitor IRS Profiles for each of your clients. We track filings, tax payments, tax liabilities, liens, levys, refund payments, possible audits, fraud indicators, identity theft, and more. We provide alert notifications on critical milestones such as refund approvals and IRS review indications – key signals for impending refund payments or audits.
- Bypass IRS Hotline and long wait times to speak with an agent
- Insights into client Employee Retention Credit (ERC) claims as they are being processed, paid, or flagged for audit
- Alerts, typically weeks or months before IRS would send a letter in the mail
- Questions? Free access to tax professionals
Insights into client IRS Profiles, Payments, Liabilities, Liens & More
Onboarding
- Initial contact and consultation
- Account setup
- Orientation session
- Platform training
- Risk management seminars
- Ongoing education and support
- User feedback sessions
We manage the tax authorization process for all your clients.
A dedicated tax professional will manage the onboarding process for your client portfolio.
Portfolio Monitoring
- Protect reputations
- Ensure compliance
- Manage credit risk
- Know when a filing or payment has been processed, or flagged for audit
You should never have to wait for your client to share a letter from the IRS to know that there may be a problem with their Tax Profile. We continously monitor the IRS’s database for changes made to your clients’ IRS Profiles.
Due Diligence
- Commercial Banks
- CPA Firms
- SBA Lenders
- Asset-Based Lenders and Factors
- Alternative Lenders and MCA Funders
- Equipment Leasing and Finance
- Tax professionals
Our software provides real-time insights into what the IRS thinks about your portfolio of clients. We assess tax compliance to facilitate better risk assessment and decision making. Manage client tax risks long before they become public records or liens.
Peace of Mind
We are a national provider of tax incentives, specializing in helping businesses maximize their tax benefits through a variety of federal and state programs. We offer real-time tax data services to manage tax risk and assist in resolving tax issues with the IRS and state taxing authorities.
Pricing Overview. Monitoring a portfolio of Client IRS Profiles
IRS ALERT:
- No upfront commitments
- No onboarding fees
- No annual contract
- Monthly invoices
- Pay as you go
- Unlimited users
- No hidden fees
- Access to industry expertise
- Dedicated support
- Free training
Lender Feedback & Insights
- Enhanced Due Diligence. Crucial for making informed lending decisions.
- Reduction in Fraud and Risk. Helped reduce instaces of fraud and saved time and money by providing comprehensive IRS data, which was not available through traditional public record searches.
- Quick Turnaround. Vital for maintaining efficiency in loan processing.
- Improced Loan Approval Rates. Fewer resources required to identify and manage tax risks early.
- Resolution Services. Access to tax professionals to interpret IRS Profiles essential to preserving and creating new funding relationships.
Does IRS Alert help with ERC claims?
Yes.
IRS Alert monitors client IRS Profiles for insights into ERC claims as they are being processed, paid, or flagged for audit. We generate alerts and notify you.
IRS Profile monitoring also provides advance notice of IRS’s activities including notations of collection agencies, federal tax liens, installment agreements, levy actions, IRS Notices, OIC activity, passport delinquency, payments made, possible audits, refunds, returns filed, unreported income, and more.
Time to Monitor what IRS thinks about your clients.
Questions?
Schedule a free
consultation
now
We are a national provider of tax incentives, specializing in helping businesses, lenders, and PEOs to navigate complex tax laws, monitor tax compliance, and maximize tax benefits through a variety of federal and state programs.
Address
IRS Alert
c/o Get Refunds Inc.
390 NE 191st St STE 8590
Miami, Florida 33179
Contact
(646) 842-2588