Tax resolution software

Tax resolution. Brevitax runs it.

Brevitax is AI tax resolution software that automates IRS casework: transcript analysis, resolution strategy, forms, and case management.

For client work For a firm

Software and educational information. Not a law firm, CPA firm, or tax relief company.

Rated Great on Trustpilot

Discovery
Strategy
Execution
Verification

Example Brevitax Pro Strategy Builder showing three truths and a recommended installment agreement.

Built on IRS transcripts, not intake forms
Every recommendation traces to a record
Every action leaves proof

Why Brevitax exists

Most tools stop at the transcript.

Brevitax is AI-powered tax resolution software that automates IRS casework for tax professionals, accounting firms, and taxpayers: it reads IRS transcripts, builds the resolution strategy, prepares the forms and work product, runs the case, and verifies the result against a refreshed transcript, with a licensed practitioner approving the work.

Reading the record is where resolution starts, not where it ends. The plan still gets built in someone's head. The work still gets tracked in a spreadsheet. The proof still gets reconstructed after the fact — usually when someone asks what actually happened.

Brevitax keeps all four stages on one record: what the IRS has, what the options are, what was done, and what changed.

Example Brevitax case view combining IRS records, notices, household finances, prior payments, and professional notes.

The Brevitax method

Four stages. One record.

This is tax resolution automation: each stage hands its output to the next, and a person approves the work.Each stage feeds the next. Nothing is retyped, guessed, or lost between them.

Discovery
Strategy
Execution
Verification

01 · Discovery

Know the case from the record.

Brevitax reads every IRS module — balances, assessments, penalties, interest, payments, missing returns, notices, and collection activity — and turns transcript codes into a plain-language account of what happened and what deserves attention. Statutes are tracked per module. Nothing is assumed from an intake form.

Balance by tax year, with how it built up
Assessment types, accruals, and CSED on every module
Findings linked to the exact records that support them

View a sample Discovery

Example Brevitax plain-language finding linked to supporting IRS account records.

02 · Strategy

Build the plan from three truths.

A resolution path is only as good as what it's built on. Brevitax scores every option against three layers of fact: the IRS record, the liability analysis, and the after-sales forecast — future compliance, filing obligations, and what the account will look like once the plan is in place.

Installment agreement, currently not collectible, offer in compromise, penalty relief: each is compared on fit, requirements, timeline, and risk. The recommended path keeps its reasons attached, so the decision can be explained later — to a client, a partner, or a reviewer.

Options compared, not just listed
Requirements and missing information called out before work begins
Reasons preserved with the recommendation

View a sample Strategy

03 · Execution

Do the work in one workspace.

The chosen path becomes a case: forms, financials, document requests, signatures, deadlines, and submissions, generated from the record instead of from templates. Brevitax proposes each step. A person approves it. The engine does the preparation and keeps the trail.

Forms and financials pre-filled from verified data
Client tasks, e-signature, and document collection in the same view
Every action recorded automatically

Deterministic tax logic
AI-prepared work
Human-approved decisions

How Execution works

Example Brevitax Pro Work Front task list for IRS submissions, client signatures, and completed pulls.

04 · Verification

Confirm what actually changed.

Sending the paperwork is not the same as knowing it worked. Brevitax re-reads the IRS record after the work is done and shows what posted, what is still pending, and what remains open — side by side with the last review.

Before-and-after comparison of the account
Confirmation that promised work reached the IRS
Open items surfaced, not buried

View a sample Work Verification

Before-and-after IRS record comparison showing what changed after the account was refreshed.

“I've paid $5,000. What have you actually done?”

Evidence is a feature

That question should never be hard to answer.

The workspace is the evidence trail. Every transcript pulled, form prepared, signature collected, and submission sent is recorded as it happens — not documented afterward. Show what was done, when, and by whom, backed by IRS data rather than notes.

Example Brevitax activity trail recording a transcript pull, a Form 433-A submission, and a client signature on Form 2848.

One method. Three editions.

Choose how you'll use it.

Pro

The full method across every client your practice serves.

$79/mo per seat

Unlimited cases · e-sign only when used

For professionals

Office

The whole practice — intake, casework, billing, close-out — on one case record.

$99/mo per seat · 10-seat minimum

$990/mo to start · unlimited cases

Book a demo

Same engine in every edition. Editions differ in scope, not in what the software knows.

Inspect the evidence

See the outputs before you connect a record.

Illustrative preview of a Brevitax Strategy output.

Sample Strategy

How options are compared against the record, the finances, and the circumstances.

View sample Strategy →

Illustrative preview of a Brevitax Work Verification output.

Sample Work Verification

How later IRS records confirm what posted and what remains.

View sample Work Verification →

Illustrative preview of a Brevitax Discovery output.

Sample Discovery

How transcripts become a clear account of balances, events, and risks.

View sample Discovery →

For too long, taxpayers have faced two bad choices: deal with the IRS alone or sign an expensive representation agreement before they fully understand the problem. Meanwhile, the accountants who already know them have lacked the specialized tools to help. Brevitax creates a better path.
Joseph Lancaster, FounderAbout Brevitax →

Frequently asked questions

Questions before you start.

Straight answers about what Brevitax does, who it is for, and where professional judgment still belongs.

What is Brevitax?

What is tax resolution software?

Tax resolution software automates IRS casework from the transcript through the result: it reads the record, builds a resolution strategy, prepares the forms and work product, runs the case, and checks the outcome against a refreshed transcript. Brevitax is tax resolution software for tax professionals, accounting firms, and taxpayers, and a licensed practitioner approves the work.

Does Brevitax represent taxpayers before the IRS?

No. Brevitax provides software and educational information. It is not a law firm or CPA firm and does not represent taxpayers before the IRS. People review the facts and make the decisions.

Who is Brevitax for?

Households making sense of an IRS record, tax professionals serving clients, and firms running the practice on the same case truth — Brevitax Personal (Taxpayer edition), Brevitax Pro (Tax Professional edition), and Brevitax Office (Office edition).

Do I need a Power of Attorney to run a report?

No. You can analyze IRS transcripts before representation begins. Brevitax does not file with the IRS or act as your representative.

How does Brevitax help?

It reconstructs what the IRS record shows, compares possible next steps against financial reality, prepares the work, and later verifies what posted after you acted.

Can a firm share reports with clients?

Yes. Discovery, Strategy, and Work Verification are designed as client-ready work product a practitioner reviews before sharing.

What IRS programs does Brevitax evaluate?

Installment agreements, partial pay installment agreements (PPIA), currently not collectible (CNC), offer in compromise (OIC), penalty abatement paths, and related considerations surfaced from transcript and intake data. A path may fit; eligibility is not established until the information is complete.

Is Brevitax legal or tax advice?

No. Brevitax is software. Practitioners and taxpayers apply their own judgment, and reports include appropriate disclaimers.

How is Brevitax priced?

Brevitax Personal is from $29 per month. Brevitax Pro is $79 per month per seat with unlimited cases. E-sign is charged only when used. Brevitax Office is $99 per month per seat with a 10-seat minimum and unlimited cases.

See the Brevitax method or visit Help.

Start with the record. Finish with proof.

Run the next case on Brevitax.

See the record clearly, decide what fits, do the work, and keep checking until the result is visible.

Use Brevitax for clients

Need Office or volume pricing? Book a demo →

Brevitax is tax resolution software. Brevitax is not a law firm, CPA firm, or tax relief company, does not represent you before the IRS, and does not replace professional advice when you need it.