Tax Account Monitoring for Entrepreneurs Who Want Fewer Tax Surprises

Most tax problems don’t start with a crisis. They start with notices, account changes, or compliance issues that go unnoticed.

Annual monitoring and support for entrepreneurs who want greater visibility into IRS activity, federal and state tax notices, and account changes before they become larger problems.

Enroll in Monitoring Questions? Request a Consult Before Enrolling

Anisha Bailey, EA, MSEL — Founder of Taxley

“Monitoring isn’t about reacting to tax problems. It’s about seeing them early enough to prevent avoidable stress.”

– Anisha Bailey, EA, MSEL | Founder & CEO, Taxley

Most entrepreneurs don’t discover a problem when it begins. They discover it after penalties, notices, filing issues, or missed payments have already compounded. Tax Account Monitoring provides ongoing visibility into your IRS account so small issues can be identified before they become larger ones.

Prevention is Easier than Resolution

Most tax problems don’t start with a crisis. They start with missed notices, overlooked account activity, filing issues, or compliance gaps that go unnoticed over time.

Tax Account Monitoring helps entrepreneurs stay informed, identify concerns earlier, and gain access to guidance when questions arise.

The goal is to provide visibility, awareness, and support throughout the year so entrepreneurs can make informed decisions and address concerns before they become larger problems.

What’s Included:

Enroll in Monitoring

IRS Account Monitoring

Electronic monitoring of IRS account activity through authorized transcript access.

Notice Review

Review of IRS and state tax notices uploaded through the client portal.

Compliance Visibility

Monitoring for filing, payment, and compliance concerns that may require attention.

Estimated Tax Reviews

Two estimated tax payment or payroll withholding review sessions annually.

Office Hour Access

Access to limited monthly office hours for brief compliance and tax account questions.

Priority Support

Existing familiarity with your tax account history when larger issues arise.

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Who Benefits Most From Monitoring?

Monitoring is designed for entrepreneurs who want greater visibility into their tax obligations and fewer surprises throughout the year.

Our clients Are typically:

Entrepreneurs with active IRS tax accounts
Business owners who have previously experienced tax problems
Taxpayers maintaining an Offer in Compromise or Installment Agreement
Entrepreneurs who want experienced guidance when IRS or state notices arrive
Business owners seeking ongoing compliance visibility
Entrepreneurs who prefer prevention over reaction

Monitoring is not tax preparation, tax resolution representation, or unlimited tax and business advisory support.

Enrollment & Access

Tax Account Monitoring is an ongoing annual service designed to provide year-round visibility, guidance, and support – it is not a one-time review of your tax account.

Enroll and

Authorize Access

Complete registration and authorize IRS transcript monitoring through Form 8821 so Taxley can monitor your account activity.

Receive

Visibility & Guidance

Upload notices, access your secure portal, and receive review, compliance guidance, and monitoring support throughout the year.

Stay

Ahead of Problems

Gain clarity about tax notices and early awareness about filing concerns, account changes, and compliance issues before they become larger problems.

Annual Membership

Includes annual monitoring, notice review, compliance support, estimated tax review sessions, office hour access, and secure portal communication.

Starts at:

$1,499/yr.

Pricing varies based on filing status and the number of individual and business tax accounts included in monitoring. Membership automatically renews unless canceled before renewal.

Enroll in Monitoring Questions? Request a Call Before Enrolling