Personal
Make sense of your IRS record and take the right next step.
Explore PersonalFrom IRS records to verified results
See what happened. Know what to do. Verify that it worked.
Brevitax turns IRS records, financial information, and case activity into a clear account of what happened, what needs attention, what to do next, and what the IRS did after you acted. Use it for your own taxes, across your client work, or throughout an entire firm.
Start with IRS records you already have—or have Brevitax help retrieve them.
FindingBalance does not match payments posted
Next stepRespond before the reminder chain starts
After refreshVerified — payment posted 14 days later
- 7-day trial
- Secure account
- You stay in control
- Your data is never sold
Software prepares the work. People make the decisions. Brevitax does not provide legal representation.
Your IRS account—or every IRS account your practice handles.
Most IRS problems begin with an incomplete picture.
A notice shows one moment. IRS records contain years of events without explaining what they mean. Prior work and personal recollection may not match what the IRS has actually posted.
Brevitax brings the record, the circumstances, the work, and the current result together.
Brevitax.comOne case, one recordExample
One Brevitax case view
$18,462
Most of this comes from your 2022 return. Penalty and interest were added in 2023, one payment has posted, and the IRS shows no 2023 return filed.
2022$15,900Balance collecting
2023+$4,962Return not on file
2024CP504Return filed
Household
Income $4,180/mo · cash $1,240
Note: Paid in March. CPA still has 2023. IRS posted the payment May 2.
From IRS records to a result you can verify.
Step 01
See the complete account
Bring together balances, payments, penalties, missing returns, notices, collection activity, and the events behind them.
Brevitax.comWhat the IRS record showsExample
Finding · Tax year 2022
Prepared for reviewYour 2022 balance increased after penalty and interest posted.
- Current balance on file$18,462
- Most recent paymentMarch 14 (posted May 2)
- Collection activityCP504 warning active
Additional financial information may change the available options.
Step 02
Understand what it means
Turn transcript codes and account history into a plain-language explanation of what happened and what deserves attention.
Brevitax.comOptions being reviewedExample
Review required
Compared using IRS records, financial information, and taxpayer circumstances.
Installment agreement
Possible fitThe current balance and filing status may support a monthly-payment path.
Currently not collectible
Needs financial reviewComplete household income and expense information is still required.
Offer in compromise
Not supported by current informationThe current financial record does not yet support this path.
Possible paths for professional review — not a guarantee of IRS acceptance.
Step 03
Decide what fits
Compare the IRS record, financial reality, and personal circumstances to see which paths may fit and what each requires.
Brevitax.comGuided work planExample
- File 2023 returnPrepared · awaiting signature · due Apr 15
- Form 433-A packetPrefill from finances · e-sign sent · tracking open
- Bank statementsRequested from client · upload pending
- Respond to CP504Submitted Mar 18 · IRS confirmation pending
Tasks, documents, signatures, and submission status on one checklist.
Step 04
Do the work
Follow the steps, gather documents, complete financials and forms, collect signatures, and track what was sent.
Step 05
Verify the result
Refresh the IRS record to confirm what posted, what changed, and what still needs attention.
“We handled it” should not be the end of the story.
Sending the paperwork is not the same as knowing it worked.
Recommendations change. Documents go missing. IRS records take time to update. Brevitax keeps the decision, the work, and the IRS response connected so the story does not have to be reconstructed later.
Reasons preserved
See which facts supported a recommendation and how the final decision was made.
Actions recorded
Keep forms, submissions, deadlines, communications, and completed work attached to the same record.
Results verified
Return to the IRS record to confirm what posted, what changed, and what remains unresolved.
StrategyCNC recommended · levy release firstMar 4
Work433 packet signed and submittedMar 18
IRS verifiedLevy released · balance updated on transcriptApr 9
One method. Three ways to use it.
Personal
One understandable IRS account for you, your spouse, and household tax situations.
- Plain-language IRS account
- Discovery and possible next steps
- Guided work and verification
- Optional record retrieval and live help
Pro
The same Brevitax method across every client your practice serves.
- Unlimited users and cases
- Practitioner-reviewed Discovery and Strategy
- Client-ready work and shared progress
- Verification against updated IRS records
Office
The full practice operating around the same case truth.
- Intake through verified close-out
- Sales, delivery, billing, and leadership visibility
- Decision history and Work Proof
- Firm Memory, Pulse, and operational controls
Understand your situation before you decide what help you need.
Whether you received a notice, already hired someone, work with your own CPA, or want to handle the next step yourself, Brevitax gives you an understandable account first.
See what the IRS has, what changed, what deserves attention, and whether promised work actually happened. Then continue on your own, work with your CPA, use Brevitax guidance, or seek representation when the facts require it.
Self-serve recordsBrevitax-assisted record retrievalLive IRS records callDo It With Me
Understand what you owe
From IRS records
See how it built up
Year by year
Find what needs attention
Separated from noise
Check what the IRS did next
After a refresh
Brevitax.comClient casesExample
| Client | Phase | Next action | Updated |
|---|---|---|---|
| Reeves household | Strategy review | Review ranked options | Today |
| Chen, L. | Financials needed | Request 433 packet | Yesterday |
| Okonkwo, T. | Work in progress | Collect signatures | Mon |
| Patel, S. | Waiting on IRS | Refresh transcript | Fri |
| Nguyen, K. | Ready to verify | Run Work Verification | Thu |
| Martinez, A. | Discovery | Import transcripts | Wed |
Keep the client relationship you already earned.
Brevitax Pro gives accountants, enrolled agents, and preparers a repeatable way to reconstruct an IRS account, evaluate possible paths, prepare client-ready work, and verify the result.
Add tax-resolution services without rebuilding every engagement from transcript PDFs and spreadsheets—and without replacing the practice tools you already use.
- Discovery from IRS records
- Strategy grounded in facts and finances
- Guided work, forms, and deadlines
- Client-facing explanations
- Work Verification
- Unlimited users and cases
When the practice grows, the method should not disappear.
Brevitax Office connects consultation, intake, casework, communication, billing, verification, and close-out to the same case record.
Recommendations retain their reasoning. Work survives staff turnover. Leadership can see where cases are blocked, and fees can be explained from the work performed instead of reconstructed after a complaint.
Brevitax.comPractice PulseExample
Sample practice data — not a live firm
42Active cases
8Need attention
11Waiting on client
17Waiting on IRS
6Ready to verify
| Case | Owner | Phase | Blocker | Next action | Decision Coverage |
|---|---|---|---|---|---|
| Reeves household | A. Kim | Strategy review | Bank statements | Review ranked options | Awaiting review |
| Chen, L. | M. Ortiz | Financials needed | Client upload | Send 433 reminder | Accepted |
| Patel, S. | J. Wells | Waiting on IRS | Posting lag | Schedule refresh | Modified |
| Nguyen, K. | A. Kim | Ready to verify | — | Run Work Verification | Accepted |
Leadership sees where cases stall — recommendations show accepted, modified, rejected, or awaiting review.
Built around the tax work—not wrapped around a chatbot.
Brevitax combines structured IRS data, tax-resolution logic, financial analysis, and guided workflows. AI helps prepare and explain the work. People review the facts and make the decisions.
Deterministic tax intelligence. AI-prepared work. Human-approved decisions. Verified against the IRS record.
Works with the tools already around the case.
Bring records, financial data, communications, signatures, and schedules into the same workflow without replacing the systems your practice already depends on.
Available now
- IRS transcripts
- E-signature
- Secure document collection
Available through connection or API
- Bank connections (Plaid)
- QuickBooks
- IRS Logics
- Google Calendar
- Telephony (RingCentral / Dialpad)
Evidence you can inspect.
Review sample Brevitax outputs before you connect an IRS record or begin a trial.
Sample Discovery
See how IRS records become a clear account of balances, events, risks, and missing information.
View sample Discovery →Sample Strategy
See how possible paths are compared against the IRS record, financial reality, and taxpayer circumstances.
View sample Strategy →Sample Work Verification
See how later IRS records confirm what posted, what changed, and what remains.
View sample Work Verification →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.
Choose the Brevitax that matches how you work.
Personal
From $29/month
Understand one household’s IRS account, plan the next step, and recheck the record as it changes.
- User and spouse included
- Seven-day trial
- Additional person or business profile: $9/month
- Optional record retrieval and guided help
Pro
$199/month per firm
Use the Brevitax method across every client without per-seat pricing.
- Unlimited users and cases
- Shared client view
- $1 per substantive Discovery, Strategy, or Work Verification run
Office
From $1,000/month
Run the full practice from intake through verified close-out on the same case record.
- Discovery, Strategy, and Work Verification included
- Brevitax Advisor and Agents under fair use
- Volume pricing for larger and multi-office firms
Start with what the IRS actually has.
See the record clearly, decide what comes next, and keep checking until the result is visible.
Brevitax provides software and educational information. It is not a law firm or CPA firm and does not represent taxpayers before the IRS.