Premium IRS Transcript & Compliance Review

Description

The Premium IRS Transcript & Compliance Review is our most comprehensive information-gathering service, designed for clients facing complex tax histories, long-standing compliance issues, or potential IRS collection exposure.

This service includes a full review of up to ten (10) tax years. Using a signed Form 8821 (Tax Information Authorization), we retrieve all available IRS transcripts, including Account Transcripts, Wage & Income Transcripts, and Tax Return Transcripts (when available; IRS limits apply).

In addition to transcript retrieval and analysis, this service includes a personalized next-step action plan based on your specific tax situation. After your results are delivered, you will also receive priority support, including a 30-minute Q&A consultation to review findings, clarify concerns, and discuss general pathways toward compliance.

Turnaround time: approximately 3 business days, with priority processing ahead of Basic and Standard requests.

How the Process Works

After purchase, you complete a secure intake form.

We prepare Form 8821, which must be signed and returned via fax or scanned document (no photos accepted).

Upon receipt, your request is prioritized and moved to the front of the processing queue.

We contact the IRS to retrieve all applicable transcripts.

We complete a full compliance review and prepare your personalized action plan.

Results are delivered, followed by your scheduled 30-minute consultation.

How You Will Receive Your Results

You will receive a secure, organized ZIP file that includes:

• IRS transcripts (PDFs labeled by year and type)
• Compliance findings and observations
• Personalized next-step action plan
• Supporting notes and summaries
• All documents are also uploaded to your secure client portal within our Agiled CRM system.

Priority Support & Consultation

• 30-minute post-delivery Q&A session
• Opportunity to ask questions about findings, balances, deadlines, or compliance concerns
• Clarification of available resolution pathways (informational only)
• Scheduled after delivery of your results

Important Disclosures

This service is for information-gathering and review purposes only.

We do not represent you before the IRS, negotiate on your behalf, or make decisions for you.

No tax returns are prepared or filed as part of this service.

No legal, tax, or financial advice is provided.

IRS transcript availability is subject to IRS system limitations.

A signed Form 8821 is required prior to IRS contact.