Skip to content

Let's Thrive Together!

It Starts With a Firm Foundation

Transcript Watch: Your Tax Guardian

Transcript Watch is a proactive service that keeps you one step ahead of potential tax issues. By monitoring your IRS transcripts, we help you ensure that you're complying with all tax obligations and can react swiftly if any discrepancies or potential audits arise.

Did you know? The IRS will code your transcript when your return has been selected for examination up to six months before you receive any notification! By joining Transcript Watch, you gain a powerful advantage in managing your tax responsibilities.

With Transcript Watch, you can be confident that:

  • You are in full compliance with your tax obligations.
  • You will know well in advance if the IRS is examining your return.
  • You can be prepared to take action the moment an IRS notice arrives!

Before We Begin Any Tax Advisory Work: We ask that our clients join Transcript Watch so that we can clearly understand your past tax history. This also helps us identify any potential examination or audit issues that must be addressed before moving forward with other services. It's our way of ensuring that your tax strategy is built on a solid and transparent foundation.

Are you ready to take control of your tax destiny? Join Transcript Watch today and stay ahead of the game with your tax responsibilities. It's the first step toward a more confident and secure financial future.

To get started, click the button below!

Proactive Tax Account Monitoring

Transcript Watch

Our foundational service, Transcript Watch, reviews your tax transcripts for irregularities, potential savings opportunities, and more. 

Why is it amazing? It's like having a detective on your team, specifically trained to spot opportunities and discrepancies that might cost you money.

In this program, you will get:


  • Detailed analysis of your tax history, helping you understand your past filings and potentially uncover past mistakes or missed opportunities.
  • Personalized interpretation of your tax transcripts, so you can clearly understand where your money is going.
  • An opportunity to amend prior returns if we find errors or missed deductions, so you can reclaim what's rightfully yours.

Transcript Watch is an amazing value at $97 per year, which includes both you and your joint filer (if applicable.)  Once you join, our team will reach out to you to complete the Tax Information Authorization form needed to get the monitoring process in place!

Transcript Watch Padded Logo