COMPARISON
TaxRiskOS vs. IRS Solutions
IRS Solutions is a tax-resolution case management platform with transcript monitoring. TaxRiskOS is the intake and triage layer before the resolution case begins. Different moments in the notice lifecycle.
What IRS Solutions is
IRS Solutions is a B2B SaaS platform built for tax-resolution practitioners — CPAs, enrolled agents, tax attorneys, and accounting firms handling IRS representation cases. Its core capabilities include IRS transcript pull and nightly monitoring (IRS Advance Notice, or IAN), a CSED (Collection Statute Expiration Date) calculator, an OIC (Offer in Compromise) calculator, a Form 433-series workflow, POA/TIA auto-population, a white-labeled client portal, and a Notice Advisor lookup tool.
Pricing from public materials (June 2026): $189/month or $1,890/year for a solo practitioner; $378/month or $3,780/year for a multi-user team (every third seat free). Hosted on AWS GovCloud. Sixty-day money-back guarantee on the first annual plan.
IRS Solutions is a capable platform for practitioners who are already engaged in resolution work and need transcript access, collection math, and form generation. The IAN monitoring — which can alert practitioners up to 6 months before a formal notice — is a genuine differentiator for proactive practice management.
The Notice Advisor and where it stops
IRS Solutions includes a Notice Advisor tool: enter a notice code and the system returns standard response instructions and a pre-populated template letter. That is the extent of the notice-specific intake workflow, from public materials.
Three specific capabilities are absent from the Notice Advisor and from IRS Solutions' intake layer broadly:
- Statutory deadline calculation by notice type. The Notice Advisor returns instructions, not a computed deadline. The 30-day CDP window on an LT11, the 30-day response window on a CP2000, and the 90-day Tax Court petition window on a Notice of Deficiency all have to be calculated from the notice date and calendared manually. IRS Solutions' CSED calculator addresses collection-statute math — not notice-response deadlines.
- Escalation tier logic. IRS Solutions does not surface a civil-vs-attorney fork at intake. Whether a matter needs an enrolled agent (civil track) or a tax-controversy attorney (criminal exposure, summons, Notice of Deficiency) is a practitioner judgment call — not a structured intake decision in the current workflow.
- Counsel-ready handoff packet. IRS Solutions produces case reports and client-facing documents, but not a structured intake packet designed to transfer a matter from a CPA or EA to outside tax counsel with the facts, timeline, and escalation rationale organized for the handoff.
How they fit together
TaxRiskOS and IRS Solutions address different moments. IRS Solutions is strongest in the resolution phase — active case management, transcript work, OIC math, form generation. TaxRiskOS addresses the first hour after a notice arrives — before the resolution strategy is set, before the case is opened in any system.
- Already using IRS Solutions? TaxRiskOS handles the intake triage (deadline math, escalation tier, checklist) before the IRS Solutions case is created. V1 hands off a structured packet you bring into IRS Solutions manually.
- IRS Solutions' IAN monitoring can alert you before the formal notice. TaxRiskOS handles the structured response when it arrives.
Frequently asked questions
What is IRS Solutions' Notice Advisor?
The Notice Advisor is a lookup tool: enter a notice code (e.g., CP2000, LT11) and the system returns standard response instructions and a pre-populated template letter. It's a useful reference — but it's lookup-based, not deadline-calculating. It doesn't compute the statutory response window from the notice date, tier escalation risk, or generate a notice-specific document checklist. TaxRiskOS does all three.
IRS Solutions has a CSED calculator. Does TaxRiskOS overlap with that?
No. IRS Solutions' CSED (Collection Statute Expiration Date) calculator computes when the IRS's right to collect expires — that's collection-statute math, relevant in active resolution cases. TaxRiskOS computes notice-response deadlines: the 30-day CDP window on an LT11, the 30-day response window on a CP2000, the 90-day Tax Court petition window on a Notice of Deficiency. Different calculations, different moment in the lifecycle.
IRS Solutions monitors transcripts proactively. Does TaxRiskOS do that?
Not in V1. IRS Solutions' IAN (IRS Advance Notice) monitoring is a genuine strength — it can alert practitioners up to 6 months before a formal notice arrives. TaxRiskOS starts at the moment the notice arrives and handles what happens in the first hour. The two tools cover different moments: IRS Solutions for upstream monitoring, TaxRiskOS for downstream triage.
If I already use IRS Solutions, do I need TaxRiskOS?
Depends on what matters to your intake. If you need automated statutory deadline calculation from the notice date, a civil-vs-attorney escalation tier at intake, and a structured handoff packet — those are gaps in IRS Solutions' current workflow. TaxRiskOS is designed to fill that first-hour triage step. V1 is an export — the packet flows into IRS Solutions' case workflow manually.
Other comparisons
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IRS Solutions capabilities above are drawn from public materials, pricing pages, and product documentation as of June 2026. Confirm specifics with IRS Solutions directly.