Waypoint Tax Watch

Don't Let The IRS Stress You Out

Let us monitor your IRS Account

With all the turmoil and uncertainty in the government, the IRS does not know what is coming next.

But we do.

Certified Public Accountant
Serving Clients Since 2018
50+ States & Global

How Tax Watch Works

A simple process to give you peace of mind and proactive protection from IRS issues.

1

Enroll & Authorize

Let us know you’d like to enroll. We’ll send you an engagement letter and then the authorization form so we can access your IRS account and begin monitoring.

2

Monitoring

We begin with a comprehensive review of your IRS account. Then our team begins ongoing monitoring of your account for any changes, issues and compliance.

3

Proactive Protection

We’ll alert you when we detect issues, giving you time to respond before problems escalate or penalties accrue. We’ll also review your wage and income documents to verify income when filing returns.

What We Monitor

Comprehensive oversight of your IRS account to catch issues before they become problems and/or identify the problems that require attention.

Detects most audits up to 6 months in advance
Advanced Identity Theft Detection & Alerts
Identify IRS notices issued to you
.
Steamlined communications - we also receive copies of any notices issued to you
Track the status of any issues or notices and follow up directly with the IRS as necessary
Verify wage & income documents issued to your SSN, preventing under-reported income in filings
Assist in debt resolution or setting up a payment plan with the IRS
Track estimated payments or identify misapplied payments
Track return filing status and reduce refund delays
Review account for filing issues and non-compliance
Identify previous penalties that may be eligible for abatement

Simple, Transparent Pricing

Only $300 per year

(Just $25 per month)

Get Started Now →

This product monitors for issues. Services required to address issues and opportunities are not included in the Waypoint Tax Watch IRS monitoring and are charged separately.

Why Choose Tax Watch?

Expert CPA oversight gives you confidence and protection you can't get anywhere else.

Early Warning
Audit detection months in advance so you can prepare properly or amend as needed.
Proactive Income Verification
Review of IRS-reported income data ahead oftime allows for timely corrections and smother, more confident tax filings.
Professional Advocate
Authorization to your tax account means we can speak to the IRS directly on your behalf so that you don't have to.
Expert Oversight
Professional CPAs monitoring your account and alerting you to any changes.
Uncover Hidden Refunds
We review your current and past filings for hidden refunds.
Peace of Mind
Know what's happening with your IRS account before issues become problems.

Common Questions

What information do you need from me?
You will sign an authorization (via Form 2848 or similar) that grants us access your IRS account. This allows us to see detailed activity happening within your account, access to wage and income documents, detect opportunities for refunds, speak to the IRS directly on your behalf, monitor your account for changes and receive copies of notices sent to you.
Will this trigger an audit?
No. Authorizing a CPA to access your IRS account is routine and does not trigger any additional scrutiny from the IRS.
What happens if you find an issue?
We'll alert you immediately and explain what we found. If resolution is needed, we can discuss next steps and provide a quote for any additional services required.
Do I need to be a current client in order to sign up for Waypoint Tax Watch?
No. The monitoring service is available to anyone, regardless of whether you are a current tax client.

Ready to Protect Your Tax Account?

Don't wait for an IRS letter to arrive. Get proactive protection today.

Start Monitoring — $300/year →
Contact Us