Basic Transcript & Compliance Review

Description

Our Basic Transcript & Compliance Review is designed to help you understand where you stand with the IRS without the stress of making the calls yourself.

With your authorization, we contact the IRS on your behalf to request and review up to three (3) years of your tax records. This service focuses on information gathering and compliance clarity, so you know exactly what’s missing, what’s on file, and what steps are needed to move forward.

What’s Included:

• IRS contact and transcript retrieval using Form 8821
• Review of up to three (3) tax years
• Retrieval of up to three (3) IRS transcripts, including: Account Transcript, Wage & Income Transcript and Tax Return Transcript (as available)
• Identification of missing tax returns, balances, or compliance gaps
• Written compliance notes outlining investigation findings
• A clear summary of next steps to help you move toward compliance

Delivery Timeline

Estimated completion: 3 business days after authorization is received and IRS contact is completed

How the Process Works

1. Place your order and complete the intake form
2. We prepare IRS Form 8821 for your review
3. You sign and return the form via fax or scanned document (Photos are not accepted)
4. Once received, we schedule and complete the IRS call
5. After transcripts are obtained and reviewed, we prepare your final compliance summary

How You’ll Receive Your Results

You’ll receive a secure, organized ZIP file that includes:

• IRS transcripts in PDF format, labeled by year
• Your compliance review summary
• Written notes and recommended action steps

All documents are:

1. Sent to the email address you provide
2. Uploaded to your secure client portal in our CRM system for easy access

Important Disclosures

This service is information-gathering only

We do not make decisions, submit filings, or negotiate on your behalf

No IRS representation, resolution, or enforcement action is included

Form 8821 authorizes us to request and review information only, not to act or speak beyond transcript access

If you’re unsure where you stand with the IRS, this service gives you clarity, organization, and a clear starting point without pressure or commitment to further services.