Know when meaningful IRS account activity appears—
before it becomes another surprise.
Alan Balmer, CPA keeps watch over approved federal account activity, personally reviews meaningful changes, and gives you a clear next step—so you can move through the year with greater control and quiet confidence.
Takes about two minutes • No tax documents • No commitment to enroll
Waiting for an IRS letter is not a monitoring strategy.
Filing creates a natural sense of closure. Most people assume everything is settled unless the IRS tells them otherwise.
The Mailbox Surprise
Then an official envelope arrives at exactly the wrong moment. A balance looks unfamiliar. A payment appears to be missing. A proposed change reaches back to a return you thought was finished. Instead of having context, you are searching old records and wondering what happened.
That is the real cost of passive waiting: not simply a letter, but a consequential question arriving before you have an informed answer.
Defined Professional Oversight
IRS Account Monitoring & Early Warning replaces that assumption with defined professional oversight. When approved account data shows a meaningful change, Alan reviews the context and helps you understand the next decision.
The goal is earlier visibility and a clearer path forward—not another weekend lost to uncertainty.
Resolution starts with seeing the issue clearly.
A responsible professional filtering the noise, watching approved account activity, and bringing you context when it matters.
Stay Insulated from Raw IRS Data
You do not have to keep logging into an IRS account, compare transcript entries, or decode unfamiliar transaction language. Alan maintains the agreed monitoring process for you.
Know Where You Stand
A baseline review establishes the starting point. Scheduled monitoring then keeps watch over the approved federal account activity throughout the annual term, with quarterly confirmation and an annual written summary.
Hear from a Senior CPA—Not an Automated Alarm
Technology helps organize and compare authorized account information. Alan filters the activity, applies professional judgment, and contacts you when a change deserves explanation or a next decision.
"The result is a responsible professional filtering the noise, watching the agreed account activity, and bringing you context when it matters."
See If the Program Fits Your Situation →A disciplined path from uncertainty to control.
When you need to make a decision, you begin with professional context and a defined next move.
Confirm Fit & Authorize Access
Start with a short, non-sensitive eligibility request. If the program fits, Alan confirms the proposed scope, agreement, annual price, and secure authorization process.
Establish Baseline & Monitor on Schedule
Alan reviews the agreed federal account records, establishes the starting position, and monitors the approved activity each month.
Receive Context & Direction
If a relevant change appears, Alan reviews it and explains whether it appears informational, needs verification, or may justify separate professional help.
Small account problems do not always stay small.
Based on your approved scope, the service watches for critical account events across your agreed tax entities:
Payments That Do Not Appear Where Expected
Quarterly estimated tax payments or EFTPS deposits that did not post to the correct year, entity, or spouse SSN.
Balance, Penalty & Interest Changes
Unexpected failure-to-pay or estimated tax penalties accruing silently before official demand letters are mailed.
Potential Matching, Examination & Collection Signals
Automated Underreporter (AUR / CP2000) mismatch indicators, Information Document Request (IDR) flags, or Substitute for Return postings.
Processing, Refund & Account-Access Changes
Transaction Code 570 account freezes, refund offsets, or unauthorized off-season filings signaling identity compromise.
The Financial Asymmetry of Early Warning
The financial asymmetry matters. The IRS generally calculates the failure-to-pay penalty at 0.5% of unpaid tax for each month or part of a month, up to 25%. The underpayment interest rate is set quarterly and is 7% for both the third and fourth quarters of 2026, compounded daily.
If $25,000 were treated as unpaid for eight full months, the standard 0.5% monthly failure-to-pay penalty alone could equal $1,000—the full annual price of this program—before applicable interest. Actual charges depend on the facts, timing, type of tax, IRS treatment, and any correction or relief.
A single unresolved balance can therefore accrue more in statutory penalties and interest than the annual cost of professional monitoring. Monitoring cannot promise that a charge will be avoided or removed. It creates something commercially valuable: a defined process for finding meaningful account changes, understanding them, and deciding what to do next.
Built around Alan Balmer's judgment—not software alone.
Alan Balmer brings more than four decades of tax experience to a service designed around direct professional review and clear communication.
Alan has been delivering this monitoring package throughout the year, applying the same combination of scheduled oversight, professional review, and clear communication described here.
Tax Help Software supports the retrieval, organization, and monitoring of authorized IRS account information. Alan applies the judgment: what changed, whether it appears meaningful, and what the next step may be.
The proactive standard for people who manage consequential tax affairs.
Disciplined business owners, investors, high-income households, and family-office principals manage important financial exposure with defined responsibility. They know who is watching, what is being reviewed, and what happens when attention is needed.
- ✓ You manage personal and business tax responsibilities.
- ✓ You have multiple entities, income sources, investments, or estimated payments.
- ✓ You value organized follow-through after filing.
- ✓ You want direct CPA review rather than unexplained software alerts.
- ✓ You prefer to address meaningful changes with context instead of uncertainty.
- • You have unfiled federal tax returns for prior statutory tax years.
- • You have an immediate, pending IRS deadline requiring urgent legal response.
- • You are facing active levy, garnishment, or immediate collection enforcement.
- • You need active audit representation or formal controversy defense.
If you have unfiled returns, an immediate IRS deadline, active enforcement, or a current need for representation, the eligibility review helps Alan identify the appropriate starting point for your situation.
A full year of professional oversight. One clear annual price.
No hidden fees. Direct senior CPA surveillance across the entire year.
Equivalent of about $83 a month for professional oversight across the year.
Referred by an approved professional partner or holding a private invitation? Your partner code or invitation rate is applied during eligibility review.
Request an Eligibility ReviewProfessional monitoring first. Additional help only when the facts call for it.
The annual fee pays for visibility, professional review, and early-warning communication. When an issue calls for substantive response or representation, Alan explains the next decision. You then choose whether to consider a separate engagement or an appropriate independent professional.
This keeps the monitoring relationship focused: defined oversight throughout the year, experienced interpretation when meaningful activity appears, and a clear path forward when more is required.
Start without sharing sensitive tax information.
Takes about two minutes. Helps Alan determine whether this program fits your situation. Does not ask for sensitive tax documents or commit you to purchase.
Request Received
Thank you, . Alan Balmer will personally review your non-sensitive eligibility request and follow up by email within 1–2 business days.
Frequently Asked Questions
Direct clarity on scope, timing, technology, and representation.
My return was already filed. Why would I need this?
Won't the IRS notify me if something changes?
What if nothing urgent happens?
Is this audit defense or IRS representation?
What happens when I request an eligibility review?
Quiet confidence begins with a defined monitoring process.
Reading about the program does not create visibility. Monitoring begins only after eligibility, agreement, secure authorization, baseline review, and activation. If you want a veteran CPA responsible for reviewing agreed federal account activity and giving you a clear next decision when something matters, take the two-minute first step.
Request an Eligibility ReviewNo sensitive tax information • No immediate purchase • No obligation to enroll