Accounting Case Studies and Customer Success Stories with IRS Solutions
Mike Repoli, CPA
- Accounting
- Small
IRS Solutions software helped Mike Repoli, CPA, save a client $500,000 in back taxes. He stopped wasting time searching for... IRS forms and entering data by hand. The software gave him options and suggestions for tax resolution cases. Mike now earns more in fewer hours and finds his work more profitable. He values the support and marketing tools from IRS Solutions.
IRS Solutions helped The Freedom Group, Inc. , a Nashville-based accounting firm, manage over 1,000 client profiles with ease. Bruce...Hicks, an enrolled agent, needed software that combined practice management, document storage, and client communication in one place. Competing products were expensive and lacked essential features. IRS Solutions provided all necessary tools at a single price, enabling the team to work faster and access information from anywhere. The software improved efficiency and streamlined client communication, especially during tax season.
Carmona Financial Consultants
- Accounting
- Small
IRS Solutions and IAN helped Carmona Financial Consultants cut hours of IRS hold time to instant transcript access. The team now... uses IRS transcript monitoring and daily alerts to serve clients faster. 90% of business clients enroll in the IRS Advance Notice Plan. The firm grew from three to six seats and increased year-round revenue. Staff save time, and clients feel more secure with real-time updates.
Carmona Financial Consultants
- Accounting
- Small
USA
IRS Solutions and IRS Advance Notice (IAN) helped Carmona Financial Consultants cut hours spent waiting for IRS transcripts. The team now... gets instant alerts and daily emails about client account changes. Over 90% of business clients enroll in their monitoring program. The firm uses marketing materials to promote the service and offers incentives for sign-up. Year-round monitoring has boosted revenue and improved client relationships.
IRS Solutions helped Mike Repoli, CPA, streamline his tax resolution practice. He stopped wasting time searching for IRS forms and... entering data by hand. The software gave him options and suggestions for client recommendations. Mike saved one client $500,000 in back taxes. He now earns more in fewer hours and finds his work more enjoyable and profitable.
IRS Solutions helped The Freedom Group manage over 1,000 tax resolution and tax preparation cases. Bruce Hicks and his team... found all practice management features included in one platform. They can now upload documents, store notes, and communicate with clients in one place. Staff access IRS Solutions from anywhere, saving time and improving efficiency. Onboarding was fast and easy, and the client portal streamlines communication. Bruce expects to take on more clients and reclaim personal time thanks to the software.
IRS Solutions helped Mike Repoli, CPA, save a client $500,000 in back taxes. Before using IRS Solutions, Mike spent hours... searching for IRS forms and entering data by hand. The software gave him quick access to forms and smart recommendations for tax resolution cases. Mike now earns more in fewer hours and finds his work more enjoyable. He values the ongoing support and marketing tools from IRS Solutions.
IRS Solutions helped The Freedom Group manage over 1,000 client profiles with ease. Bruce Hicks and his team use the... software daily to handle tax resolution and tax preparation cases. The platform lets them store documents, keep notes, and communicate with clients in one place. Onboarding was fast and simple. Staff can now work from anywhere and save time on every case. Bruce expects to take on more clients and improve work-life balance thanks to IRS Solutions.
