Standard IRS Transcript & Compliance Review

Description

The Standard IRS Transcript & Compliance Review provides a deeper analysis of your IRS tax records by reviewing up to six (6) tax years. This service is designed for individuals or business owners who need a broader compliance picture, especially when tax debt, older unfiled returns, or IRS collection activity may be involved.

We will contact the IRS on your behalf using a signed Form 8821 (Tax Information Authorization) to retrieve up to six IRS transcripts, including Account Transcripts, Wage & Income Transcripts, and/or Tax Return Transcripts, as applicable.

As part of this service, we prepare a tax debt summary outlining current balances, identify any missing or unfiled returns, and note any known IRS filing deadlines or Collection Statute Expiration Dates (CSEDs) when available. You will also receive written compliance notes summarizing our findings and outlining general next steps to help you move toward compliance.

Turnaround time: approximately 3 business days after IRS access is obtained.

How the Process Works

1. After purchase, you will receive a secure intake form to collect required information.
2. Based on your submission, we prepare Form 8821, which must be signed and returned via fax or scanned document (no photos accepted).
3. Once the signed form is received, we contact the IRS to request your tax transcripts.
4. After transcript retrieval, we complete the compliance review and prepare your summary and findings.
5. Final results are delivered securely to you.

How You Will Receive Your Results

You will receive a secure, organized ZIP file containing:

• IRS transcripts (PDFs labeled by tax year)
• Tax debt summary with balances
• Written compliance notes and findings
• General next-step guidance
• All documents are also uploaded to your secure client portal within our Agiled CRM system for ongoing access.

Important Disclosures

This service is information-gathering only.

We do not represent you before the IRS, make decisions on your behalf, or take enforcement action.

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

No legal or financial advice is provided.

A signed Form 8821 is required before any IRS contact can occur.