LOUISVILLE & KENTUCKY
Built in Louisville, for practitioners who handle IRS notices
TaxRiskOS is built by a Louisville founder — John Webb, University of Kentucky Gatton College accounting grad and former KPMG audit associate. If your Kentucky CPA firm, EA practice, or tax law office handles IRS notice intake, this is built for that work.
Workflow support only. Not legal or tax advice. No response drafting.
The first-hour problem
A client calls or emails with an IRS notice. The clock is already running. The right deadline needs to be captured, the right documents requested, the right person assigned — before any substantive work begins. Whether it's a CP14 balance due, a CP2000 proposed change, or an LT11 final levy notice, the first hour is where things go right or wrong.
TaxRiskOS makes that first hour a repeatable workflow — same intake form, same deadline math, same escalation flags — then hands a clean, dated packet to whoever handles the matter.
Who it's for in Kentucky
- CPA firms — Louisville, Lexington, and statewide practices that handle IRS notice intake across multiple staff levels. Consistent intake regardless of who fields the first call. More →
- Enrolled agents — Solo EA practices and small EA firms where IRS representation is the core work. Structured intake before the substantive work begins. More →
- Tax attorneys — Louisville and Kentucky tax law firms handling IRS controversy matters. A structured intake packet ready before the brief reaches the attorney. More →
Built here
TaxRiskOS is a solo-founder project from Louisville, Kentucky — built with the discipline of a former KPMG audit associate and shaped by the reality of what IRS notice intake actually looks like in a tax practice. It's pre-revenue and honest about it: no customer logos, no traction numbers, no testimonials that don't exist yet.
The founding-firm pilot is where real practices shape what ships. If your firm is in Louisville or elsewhere in Kentucky and you handle IRS notice intake, we want to talk.
What TaxRiskOS handles — and what it doesn't
- Handles: Federal IRS notice intake — deadline capture, notice-specific document checklists, escalation routing flags, timestamped audit trail, structured handoff packet.
- Does not handle: Kentucky state tax authority notices, state-level response drafting, or state representation. The product scope is federal IRS notice intake in V1.
- Does not provide: Legal advice, tax advice, IRS response drafting, or representation of any kind. The licensed professional provides all of that.
Frequently asked questions
Is TaxRiskOS specific to Kentucky tax law?
No. TaxRiskOS handles federal IRS notice intake — it is not Kentucky-state-specific. The workflow, deadline math, and document checklists are based on federal IRS notice types and response windows. Practitioners handling Kentucky state tax matters would use it for the federal IRS side of their practice.
Can a solo practitioner or small firm in Louisville use TaxRiskOS?
Yes. The pilot is open to solo practitioners and small firms as well as larger practices. The intake workflow is designed to work at any scale.
Is there a local demo or in-person walkthrough available?
The 15-minute walkthrough is available remotely via the booking link on the pilot page. If you're in Louisville and prefer to meet in person to walk through the prototype, reach out through the pilot form — we'll work something out.
What does it cost for a Louisville or Kentucky firm?
Pricing is being finalized during the pre-revenue pilot phase and isn't posted publicly. Founding-firm pilot participants get early-access terms ahead of general release. Apply on the pilot page.
Talk to us
Apply for the founding-firm pilot or book a 15-minute walkthrough. If you're in Louisville and want to meet in person, mention it in the pilot application form.