Success Stories
Trusted Tax Resolution: Case Studies, Testimonials & Member Success Stories
Case Studies
Enrolled Agent Finds Everything
He Needs in IRS Solutions
“A lot of the other software out there charges extra for what they call ‘add-ons’, but those ‘add-ons’ are critically important features. It would be like buying a car and finding out that windows and headlights are extra.”
– Bruce Hicks, Enrolled Agent, Member since 2022
Solo Practitioner Thrives with Virtual and Live Support
“They’re always coming up with new ideas on how to advertise, how to get clients, how much to charge, what to use for an engagement letter. When my clients see my finished product, and I give it to them to sign, they’re impressed.”
– Mike Repoli, CPA, Member since 2016
Video Testimonials
IRS Solutions Makes Light Work of Helping Taxpayers
“I especially love how the software populates the forms with information already entered. I’m just beginning to scratch the surface of all of the things that the software will do and track. I never miss the monthly member case study webinars, they are so packed with great information. Thank you!”
Jaclyn McGuinness, CPA
Member since 2016
IRS Solutions Provides the Assist for a Stress-Free Process
“IRS Solutions has saved me countless hours and has made me at least $15,000 dollars recently, and for that I am ever so thankful. Keep up the great work guys!”
Raymond Sawyer, EA, CTC
Sawyer One Stop Accounting & Tax
Member since 2016
All-in-One Tax Resolution Software
"It is one of the best tax programs I have used. One of the best features was that I could ask the people running the program a question and get a response almost immediately. It was great having someone with so much experience with the IRS backing us up. Pros: The ease with which I could get to the IRS site and get my POAS downloaded. Also, I could get clients to download information to me and the ability to keep client information in my Solutions files. The cost of the program is very reasonable."
Richard Clark, Esq
Member since 2020
"IRS Solutions Software is excellent for us and is affordable. There have been constant improvements over the time we have used the software making it an even better value."
Chris Thorn, CPA
The Thorn Group
Member since 2021
Member since 2021
"The reason I switched from Pitbull is you have to pay for everything. IRS Solutions is just one price.
I also felt that you have extra stuff to help me be successful (Marketing Materials, How to Videos, Webinars, etc.) in tax resolution. Pitbull didn’t have as much as you provide."
Dennis Seigfried, CPA
Member since 2020
"It is easy it is to set up a client, do a POA, and get notifications about any changes to their transcripts. Great tax resolution software. After using the other programs I didn't feel they were as easy to navigate as IRS Solutions.
Jeff Hockett, CPA
Hockett Tax
Member since 2022
Member since 2022
"It does everything I need it to do, and the owners go out of their way to make sure clients are happy & supported. Also, it is well maintained and regularly improving."
David Collins, EA
DC Tax, LLC
Member since 2023
Member since 2023
"Exceptional product and super services. IRS Solutions Software is a first-class outfit. I would not consider participating in the tax resolution business without it."
Herb Hasz
Herb Hasz Tax
Member since 2020, retired
Member since 2020, retired
"Having IRS Solutions at my side has increased my representation revenues by over 50% while cutting down the time spent on such projects by almost 30%."
Raymond Sawyer, EA, CTC
Sawyer One Stop Accounting & Tax
Member since 2016
Member since 2016
IRS Transcript Monitoring
"IRS Solutions is a valuable tool for managing my clients relationship with the IRS. The monitoring system has improved immensely. While it is primarily used to pull transcripts as needed, we also monitor the IRS accounts of clients that contract with us to provide that service. With monitoring, we get to inform the client they will be receiving the notice and what we believe may be concerning.
I love how easy it is to use! I've used similar products in the past, but they were always so clunky and "overdone." IRS Solutions is easy to use, easy to navigate, and doesn't overwhelm the user with filler that isn't necessary. There isn't a long learning curve, as much of the platform is easy to figure out. We use it daily with great success! The program also gives me the ability to see the client's correspondence history with the IRS. When the client tells me they made all their estimates, I can check IRS Solutions to see when the estimates were received by the IRS."
I love how easy it is to use! I've used similar products in the past, but they were always so clunky and "overdone." IRS Solutions is easy to use, easy to navigate, and doesn't overwhelm the user with filler that isn't necessary. There isn't a long learning curve, as much of the platform is easy to figure out. We use it daily with great success! The program also gives me the ability to see the client's correspondence history with the IRS. When the client tells me they made all their estimates, I can check IRS Solutions to see when the estimates were received by the IRS."
Todd Green, CPA
Green CPA, LLC
Member since 2020
Member since 2020
"Overall, it has been a great experience. I would recommend this to anyone who asks. To not only be able to pull information at the drop of a hat, but have proactive monitors in place and analytical tools has been a game changer for my practice.
It makes tax resolution an absolute breeze. You feel like an IRS agent being able to pull information whenever you need to and then analyzing the information. It makes my job very easy to do."
David Hahn, Tax Attorney
Creative Planning Legal, P.A.
Member since 2024
Member since 2024
"Overall, I am pleased with the product and use it as the main program to interact with our tax resolution clients. I really like the speed of downloading transcripts and the secure portal for collecting financial information. But the best features are the IRS Solutions Advance notification actions and the monitoring feature for POA submissions."
Mark Willi, EA
Willi Law Office, LLC
Member since 2023
Member since 2023
Robust Features
"IRS Solutions Software allows me to have more flexibility in how I help my tax my clients. IRS solutions gives my law firm the ability to consistently prepare forms for clients no matter what the client's situation is."
Jon Dowat, Esq.
Thinking Outside the Box Law, Inc
Member since 2020
Member since 2020
"I'm very happy with IRS Solutions Software. IRS Solutions has been very useful to me in managing my clients' tax accounts. The support is very responsive to issues that I bring up. I love the ability to set up monitors to automatically download client transcripts."
Michael Rosen, Director
CBIZ Advisors, LLC
Member since 2021
Member since 2021
"We love the layout of the software and the number of documents we can store. We have a large client load and IRS Solutions has managed it well. We also are very happy that [the owners] take such a hands-on approach to making sure their clients are happy."
Jessica Smith, CPA
My Tax Reps
Member since 2023
Member since 2023
Customer Support
"If I have some issues they are readily available to hear my issues and resolve them. It keeps getting better all the time and they take our feedback as users to make improvements and functionality. It is a top-notch practice management solution that helps me manage my cases with ease and confidence."
John Walters, CPA
LeWalt Consulting Groupe
Member since 2016
Member since 2016
"Great product, great support! They are open to hearing feedback and are willing to make changes. The software gets the job done!"
Joseph Lentini
EA
Member since 2022
Member since 2022
"I would highly recommend the IRS Solutions team because of their commitment to personal service to their customers and their flexibility in adapting to change."
Dennis L. Thompson
CPA, CFE
Member since 2016
Member since 2016
"The Team at IRS Solutions Software provides excellent customer service. That is a rare commodity. It shows in every aspect of their systems: from the initial sign-up to the integrated tools and screens to the special hands-on assistance to the eventual victory for my clients; this product makes it easier than ever to win. It is a comprehensive suite of tools designed for Tax Problem Resolution."
Robert Fahey, Owner
Robert P Fahey CPA, LLC
Member since 2021
Member since 2021
Increased Efficiency & Productivity
"As an Enrolled Agent with 31 years experience dealing with the IRS, I use the program daily. It is a great value and it has improved my company efficiency in multiple ways. As a Revenue Officer with the IRS, I only wished that I had access to this technology!"
Richard Vorak, EA
Taxpayer Advocate Center LLC
Member since 2018
Member since 2018
"I depend on it every day for my tax practice. Had a great experience with the software and the team there. It has been a pleasure. I like all the IRS features already included that make my job easier from all the calculations already done based on the IRM, prebuilt forms, and much more. I’d be here all day if I listed them all."
Lenard de Guzman, EA
IRS RESO
Member since 2024
Member since 2024
" IRS Solutions is integral to my firm's operations and profitability. Literally 4 clicks of the mouse and I have statute of limitation dates, abatement eligibility, and more. With another click or two, I have a collection statement."
Chris Goss
The Goss Firm
Member since 2021
Member since 2021
Intuitive and Easy-to-Use Design
"I was using another software provider and it was overly complex. I used this software for an Offer in Compromise and was impressed with the layout. It was very intuitive and easy to use. Plus, the IRS accepted it first time, so I was very happy with the result."
Jason Mathis, EA
Mathis Tax
Member since 2023
Member since 2023
"IRS Solutions Software helps my business to be more professional. Very user-friendly software that contains videos to illustrate any issue you encounter. Truly, I like everything about it."
Eman Ahmed, CPA
Faith Tax & Accounting Servicers
Member since 2023
Member since 2023
"This software is great and allows me to help my clients even more in their tax and IRS situations. So many features are available and easy to use and implement. Customer support is great and easy to integrate the software. I would recommend this software to anyone who wants to help their clients even. I use it on a daily basis."
Harvey Fisher, EA
Fisher Tax Solution, Inc
Member since 2019
Member since 2019
"Awesome! Tech support is always there to save the day. Thanks for having my back. I love the easiness of maneuvering throughout the software and excellent updated monitoring with the IRS transcripts. Perhaps, someday, the States will provide similar and quick access to clients' accounts. "
Ahlberg Auna, Tax Resolution Specialist
Axtax, Inc.
Member since 2017
Member since 2017
"I love how easy it is to use! I've used similar products in the past, but they were always so clunky and "overdone." IRS Solutions is easy to use, easy to navigate, and doesn't overwhelm the user with filler that isn't necessary. There isn't a long learning curve, as much of the platform is easy to figure out. We use it daily with great success!"
Morgan Anderson, CEO
Golden Lion Tax Solutions
Member since 2022
Member since 2022