Get to know the system
Once authorized access is active, I’ll walk you through what monitoring can see and assess the available records for the IRS accounts we cover. We’ll talk about what looks routine and what might need a closer look.
Beyond the season.
Handled Protection
Ongoing IRS account monitoring, with someone you know to help you understand what changed and what to do next.
Included with every membership level.
The Short Version
A clearer view.
A next step.
Your IRS account keeps moving between tax seasons. Payments post, returns process, balances change, and notices can follow.
Handled Protection gives us a view of that activity. If monitoring flags a concerning change, like a recorded notice or unexpected penalty, I’ll reach out to arrange an appointment and talk through your options.
It’s part of Foundation, Planning, and Full Picture. You don’t have to add it separately.
Included at every membership level
A full session when you start.
Another at every renewal.
See what’s changed
At every renewal, we’ll meet for a full session to review your monitoring status, go over relevant account activity and identify any next steps.
Hear from me when it matters
If I see a concerning change, like an unexpected penalty or a notice, I’ll reach out to arrange an appointment so we can discuss your options.
These sessions are a walkthrough and assessment of your IRS monitoring status. Audit representation, formal notice responses and resolution work are separate services.
What we keep an eye on
The details that help
explain the bigger picture.
Returns & filing activity
See when a return posts and whether IRS records show an expected filing is still missing. Changes after an amended return can also help explain your account history.
Payments & credits
Follow payments, estimated taxes, and credits as they appear in IRS records. This can help us see whether the account reflects a payment you made.
Refund activity
IRS account records can help explain refund processing, holds, or money applied to an older balance.
Balances, penalties & interest
See new balances and changes in amounts owed, including penalties and interest that appear on the account.
Notices & collection activity
See recorded notices and collection-related changes that may need attention, including lien or levy activity when available.
Transcripts & tax history
Use available IRS transcripts and prior-year account records to understand what was filed, what was reported, and what happened afterward.
Monitoring follows information available from the IRS. Updates and timing depend on when the IRS makes that information available.
The path from here
Permission first.
Then ongoing monitoring.
You authorize access
We confirm the accounts to monitor and arrange the required IRS authorization, generally Form 8821. Monitoring starts once authorization and access are active.
TaxRock monitors
TaxRock provides the IRS transcript access and account monitoring. It watches the authorized accounts for changes in the data available from the IRS.
We review what matters
If monitoring flags activity that needs attention, I’ll contact you to arrange an appointment, explain what changed and discuss your options.
IRS transcripts and account monitoring are provided through TaxRock. Your guidance and support come from Handled.
A useful guide to keep
A closer look.
In one page.
See the authorization steps, what monitoring can show, and how available IRS records can help at tax time.
When client access is enabled, TaxRock also offers your own account view and Rocky, its AI assistant for questions about available IRS records. I confirm access during enrollment.
Download the Handled Protection guide ↓
A closer look
What this means
for you
Open a question for more detail about the monitoring and your membership.
Why monitor an account if there’s no IRS problem?
Routine activity matters, too. Monitoring can help show that a payment posted, a return processed, or a balance changed. It gives us a clearer starting point if a question comes up later.
Can this help explain a refund delay or payment issue?
It can help us review the IRS records available for your account. Those records may show a refund hold, an offset to an older balance, or where a payment was applied.
Some questions still need more information or direct follow-up with the IRS.
Can you see income documents reported under my name?
Available wage and income transcripts can show documents reported to the IRS, such as W-2s and 1099s. These records can help us check for missing information or understand a mismatch.
Availability depends on the tax year and IRS processing. You should still provide your own tax documents.
Does this cover personal and business accounts?
Monitoring can apply to authorized personal and business IRS accounts. We’ll confirm which taxpayers, accounts, and tax years are covered as part of your enrollment.
Does this mean you can stop an IRS issue before it happens?
Monitoring helps us see available account activity and spot changes that may need attention. It doesn’t prevent IRS action or guarantee that every issue will be detected before a notice arrives.
Should I still send you IRS letters?
Yes. Send notices promptly, even if your account is monitored. A letter may include details, instructions, or deadlines that we need to review directly.
Are audits and tax resolution included?
Handled Protection provides monitoring and visibility into IRS account activity. Audit representation, tax resolution, and other work beyond your membership’s scope are discussed and priced separately.
It is IRS account monitoring; it is not general credit monitoring or identity-theft insurance.
Who provides the monitoring, and what do I need to do?
The transcript access and IRS monitoring are provided through TaxRock. Access requires your authorization. We’ll explain the steps and confirm the accounts covered before monitoring begins.
You continue to work with me for the guidance and support included in your membership.
Does Handled Protection cost extra?
No. It’s included in Foundation, Planning, and Full Picture. That includes a full monitoring session at signup and every renewal, as well as a conversation if I flag a concerning change.
Included, beyond the season.
One less thing
to keep track of alone.
Handled Protection is part of every membership. Choose the level of questions access and planning that fits your life.
Foundation · Planning · Full Picture
A useful place to start
Got a letter
from the IRS?
Start with what the letter asks, when a reply is due, and what to send me.