Everything the IRS knows about your client's tax history.
Decoded.
Every payment they made. Every notice the IRS sent. Every deadline quietly counting down. Every mistake the IRS made that could work in their favor.
PROOF.tax turns raw IRS transcripts into a complete 35-45 page intelligence report — so you walk into every case knowing exactly where you stand before you make a single move.
This is The IRS Proof Report.
No POA required. No IRS account needed. Upload transcripts and get your report in minutes.
Why It Matters
Your client is about to pay off a balance that was months from expiring on its own.
Somewhere in their transcript is a deadline the IRS won't volunteer. When it passes, so does their best option.
The IRS filed a return on their behalf. A well-meaning CPA filed over it and reset the clock. Ten years of statute — gone.
What We Do
Most tax professionals work from what their client tells them. The IRS works from something else entirely — a complete master file that tracks every return filed, every payment made, every notice sent, every deadline running, and every action taken on a taxpayer's account going back decades.
The IRS Proof Report gives you that file. Not a summary. Not a portal screenshot. The full picture — decoded from IRS transaction codes into plain language, organized into a 35-45 page report that tells you exactly where your client stands, what the IRS is likely to do next, where the opportunities are, and what mistakes — yours or theirs — to avoid.
Run a Proof before you take a case. Before you make a single call. Before your client makes a single payment.
What's Inside
35-45 pages. Everything the IRS knows.
Nothing left out.
The IRS Proof Report is organized into complete case intelligence — not just what happened, but what it means, what it costs, and what to do about it.
Complete Balance & Payment History
Every tax year, every balance, every payment made and where it was applied. Finally answered: "I paid them — why do I still owe?"
CSED & Statute Mapping
Every collection deadline across every open year. Know exactly how much time the IRS has left to collect — and which balances are closest to expiring.
IRS Notice & Error Analysis
Every notice the IRS sent, cross-referenced against the account. Timing errors, math errors, and procedural mistakes that can be used in your client's favor.
Resolution Strategy Matrix
OIC, CNC, IA, Penalty Abatement — ranked and scored against your client's actual financial picture. Not generic options. Case-specific recommendations.
Amendment & Abatement Opportunities
Years that could be amended. Penalties that qualify for First Time Abate or reasonable cause. Money left on the table — identified and quantified.
Forward-Looking Compliance Roadmap
What your client needs to do — and avoid — from this point forward. Estimated tax requirements, filing obligations, and the actions that protect any resolution reached.
"The IRS has been building this file for years. Now you have it too."
Who It's For
One report. Every professional who touches a tax case.
Whether you're closing the deal, preparing the return, or resolving the debt.
Walk in with proof. Walk out with a signed client.
Your prospect is skeptical. They've heard promises before. The IRS Proof Report changes the conversation — the transcript report shows them exactly what the IRS has on their account, in plain language, nothing hidden. The resolution report shows them there's a clear path forward and what it looks like. You're not selling hope. You're presenting facts and a plan.
And when the call ends, they have a co-branded report with your firm's name and contact information in their hands — something they'll reference, share with a spouse, show a friend, or hand to their accountant. Every report you send is a referral waiting to happen.
One closed case pays for your subscription for years.
Your filing season clients have a year-round problem. Now you have a year-round solution.
The transcript report gives you a complete picture of your client's IRS account — every year, every balance, every discrepancy — so your return preparation is grounded in the full picture, not just what they brought in. The resolution report turns that picture into a billable deliverable. A co-branded IRS Proof Report handed to a client at the end of tax season is the opening of a resolution conversation — and a revenue stream that doesn't stop in April.
The depth your clients need. The deliverable your practice deserves.
You already know how to read a transcript. The IRS Proof Report gives you something faster and something more — a complete resolution analysis cross-referenced across every open year, every notice, every deadline, every abatement opportunity. Then it hands you a co-branded, client-ready report that establishes the full scope of the engagement before implementation fees are ever discussed. For EAs especially, it's the professional foundation every resolution case should start from.
- Generic software printout
- No firm branding
- Raw transaction codes
- No resolution insights
- Client confused, skeptical
- Professional 35-45 page report
- Your firm name and logo
- Plain-language insights
- Actionable resolution strategy
- Client confident, ready to sign
Not a tax professional?
Individual taxpayers can order a single IRS Proof Report for $199. No subscription. No sales pitch. Just facts — straight from your IRS master file, decoded into plain language.
Use it to understand where you stand. Or use it to confirm what your tax professional is telling you. No agenda. Just facts.
Order Your ReportThe Math
The math is simple.
PROOF.tax doesn't cost money. It makes it.
$6 per report. That's it.
No monthly minimums. No hidden fees.
Billed at end of month for all reports generated. Free card setup — $0 until you generate your first report.
A sales rep who runs an IRS Proof Report during intake closes more cases — the transcript report makes the problem undeniable, the resolution report shows there's a clear path forward. A tax preparer adds resolution consulting to their practice without adding hours — and hands clients a professional deliverable that opens the door to fees beyond filing season. A CPA or EA gets the depth of a full transcript analysis plus a complete resolution strategy report in minutes — a co-branded, client-ready document that establishes the engagement before implementation fees are ever discussed.
Clients can download their own transcripts from IRS.gov or your team can assist with acquisition during onboarding.
The question isn't whether PROOF.tax pays for itself.
It's how many times over.
Run a Proof
Know the Case Cold
Close With Confidence
"One report changes the conversation. Every time."
From The Field
Professionals who run a Proof
before they make a move.
We run an IRS Proof Report on every new case before we make a single recommendation. It changed how we intake, how we price, and how we close.
Mark Henderson
Henderson Tax Resolution
Los Angeles, CA
I've been pulling transcripts manually for fifteen years. The resolution report alone is worth it — it's the deliverable I never had time to build myself.
Sarah Mitchell
Enrolled Agent
Irvine, CA
I started offering resolution consulting to my filing season clients this year. The IRS Proof Report is how I explain why they need it.
David Chen
Chen & Associates CPAs
Chicago, IL
Pricing
Straightforward pricing. No surprises.
No subscription. No contracts. Pay only for what you use.
For Tax Professionals
per report
What you get
- Complete transcript analysis
- Resolution strategy matrix
- Co-branded PDF reports
- Monthly billing
Free setup. Start generating reports immediately. Get billed at month-end for all reports run.
No contracts. No monthly minimums. Cancel anytime.
Your next client has no idea
what the IRS has on them.
Now you do.
Every balance. Every deadline. Every mistake the IRS made that nobody caught. Every opportunity that's still on the table.
The IRS Proof Report puts the complete picture in your hands — before you make a move, before you make a recommendation, before your client makes a payment they didn't have to make.
Questions? We're here. Talk to us