IRS Solutions Software
By IRS Solutions Software
Founded in 2011 by former IRS Revenue Officer David Stone and his wife Suzanne Stone, IRS Solutions began as an in-house software tool designed to help manage their own tax resolution practice. Over the years, it has evolved into a full-service membership organization serving tax professionals across the United States. The company’s mission is to provide tax preparers, CPAs, enrolled agents, attorneys, and tax resolution specialists with an all-in-one, easy-to-use software platform that streamlines complex IRS tax resolution cases. IRS Solutions prides itself on being created by tax professionals for tax professionals, ensuring that the software meets real-world needs with practical features and ongoing updates. The company is family-owned and emphasizes values such as respect, service, fairness, and customer satisfaction, striving to build genuine relationships with its members and maintain a high level of customer support.
IRS Solutions was founded out of necessity when David and Suzanne Stone could not find software that met the demands of their tax resolution work. Starting as a simple time-saving app, it has grown into a comprehensive platform supporting firms of all sizes nationwide. Over more than a decade, the company has expanded its feature set, developed a membership community, and established itself as a trusted partner for tax professionals. Its growth is fueled by continuous innovation, member feedback, and a commitment to staying current with evolving tax laws and IRS procedures.
The company appears to be privately held and family-operated, focusing on sustainable growth through membership revenue rather than external investment.
IRS Solutions offers an all-inclusive tax resolution software platform that integrates fully with IRS systems. Key features include automatic transcript downloads, instant transcript analysis, and system-generated solution recommendations such as Offers in Compromise, Installment Agreements, and Currently Not Collectible status. The platform includes the proprietary IRS Advance Notice™ (IAN) technology, which monitors IRS transcript activity 24/7 and alerts users to changes like audits, liens, or payment plan updates—often months before official IRS notices arrive. Other features include penalty abatement eligibility alerts, bankruptcy discharge date calculators, bulk transcript and CAF check requests, and a customizable client portal for secure communication and document sharing. The software also supports electronic signature collection, invoicing, payment processing, and comprehensive case management with reminders and notes. IRS Solutions provides continuing education classes, marketing toolkits, and an active professional community to support business growth.
the company focuses on organic growth through continuous product enhancement based on user feedback. The software regularly receives updates to incorporate new IRS forms, regulatory changes, and expanded features, ensuring it remains current and competitive.
Recent enhancements include expanded transcript monitoring capabilities, improved automation for form filling and submission, integrated penalty abatement calculators, and a more robust client portal with white-label branding options. The ongoing addition of continuing education sessions and marketing resources also reflects the company’s commitment to supporting members beyond software alone.
IRS Solutions fosters a culture rooted in respect, fairness, and genuine service. As a family-owned business, it prioritizes close relationships with its members and emphasizes personalized customer support. The team consists of tax professionals, including former IRS officers, which ensures deep industry expertise and empathy for the challenges users face. The company values staying ahead of tax law changes, delivering easy-to-use software, and providing unlimited customer support. It actively solicits member feedback to guide product improvements and maintain a user-centric approach.
The user base comprises tax professionals nationwide, including CPAs, enrolled agents, tax attorneys, and tax resolution specialists. IRS Solutions supports a vibrant community through a private Facebook group and member-exclusive continuing education sessions, fostering peer support and knowledge sharing. Members benefit from networking opportunities, expert advice, and marketing resources designed to help grow their practices. Testimonials highlight significant time savings, increased revenue, and improved client outcomes attributed to the software and community support.
