How IRS Solutions Helps CPAs Become Proactive Advisors (Not Just Tax Preparers)

For years, the biggest frustration clients have with their accountants is that they only hear from them once a year. When? Right around tax time, when they need to collect documents to file taxes.

David and Suzanne Stone, co-founders of IRS Solutions, are working to change that. In our latest video conversation from The Financial Engineering Insitute’s FusionPower Conference, they share how their platform gives CPA firms the power to monitor IRS activity in real time, delivering alerts before a client ever receives a letter in the mail.

What IRS Solutions Does

IRS Solutions connects directly to the IRS to pull tax transcripts and translate them into easy-to-read reports. These reports give CPAs the heads-up they need to communicate with clients proactively. Sometimes, that heads-up can come up to two weeks before the IRS sends official notices.

That means CPAs can reach out first and say, “Hey, you’re going to get a letter from the IRS soon. Here’s what it means and what we’re already doing about it.” Clients appreciate the advance notice, their anxiety about IRS notices goes down, and their trust in their financial partner goes up.

Turning Insight Into Revenue

Beyond client communication, IRS Solutions opens up new ways for firms to monetize advisory services.

CPAs can offer ongoing transcript monitoring as a premium add-on, sending monthly or quarterly reports even when there’s no activity—just to say, “All clear, we’re watching for you.”

Positioning CPAs as Trusted Financial Advisors

It’s more than a software tool. It’s a mindset shift. By giving CPAs tools to be proactive, IRS Solutions helps them step into the role clients want them to play: a trusted financial guide, not just a tax filer.

Watch the full video below to hear more from David and Suzanne Stone about how IRS Solutions is transforming client service for accounting firms.