Your Free IRS Account Review Starts Here

Our licensed CPAs pull everything the IRS has on your account and hand you a clear, plain-English report — at no cost to you. No tax code, no guessing. You’ll know exactly where you stand. If anything needs fixing, our CPA team is right there to help.

Most firms charge $300–$900 for an IRS Account Review. After 38 years of doing this work, we’d rather start the conversation.

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100% Free. Prepared by licensed CPAs. Secure. Confidential.

Sample Report

KGOB CPAs & Advisors

IRS Account Summary

CPA Reviewed · Confidential

Account Status

Action Required

Balance Due

$18,440

Penalties on File

$3,120

Issues Flagged

4 items

CPA Recommendation Included

Relief pathways identified — penalty abatement eligible, installment plan recommended.

Licensed CPA Reviews Every Report

Individuals · Business · Trusts & Estates

Plain-English Written Report

Secure & Encrypted Portal

Practicing since 1988 · all 50 states

The reason we can give this report away.

38
years

of firm practice since 1988

2,000+

IRS-resolution engagements

$800M+

in tax debt resolved for clients

93%

of reviews surface a material issue

Most CPA firms charge $300–$900 for an IRS Account Review. We don’t. After 38 years of doing this work, we know exactly what these transcripts contain — and we’d rather you start the conversation knowing the truth than spend money to learn what’s wrong.

Resolution work, if you choose to engage us for it after the review, is a separate engagement priced fairly to the case. There is no obligation. Past results do not guarantee future outcomes.

Verify us where you already trust the verdict.

Don’t take our word for it. Our practice is publicly listed on the platforms below and registered with regulatory bodies that hold us accountable.

Independently verifiable
NC State Board of CPA Examiners

KGOB CPAs & Advisors PLLC is a licensed firm registered with the North Carolina State Board of CPA Examiners. Verify any NC CPA or firm at nccpaboard.gov.

AICPA Peer Review System

All licensed NC CPA firms providing assurance services are required to participate in the AICPA Peer Review program. Our peer review history is part of the public record.

IRS PTIN-Registered Practitioners

Every tax preparer on our team holds an active IRS Preparer Tax Identification Number. PTINs are required for paid preparation and verifiable on the IRS PTIN registry.

What the report uncovers

Three reviews. Three discoveries.

What each review actually surfaced — and the moment the client realized they could finally see the full picture.

Story 1·Retired teacher · Mooresville, NC

The phantom assessment

She thought her record was clean. Her free Account Review surfaced six IRS-filed substitute returns under §6020(b) for years she’d never actually filed, inflating her assessed balance to roughly $42,000. After we filed the actual returns from her records, her genuine liability was just over $9,000. The Account Review made the difference visible.

The report identified the problem in 8 days. She chose to engage us for resolution; the IRS accepted an Offer in Compromise.

Story 2·HVAC contractor · Charlotte metro

The trust-fund surprise

He pulled an Account Review after a vague IRS notice arrived. The report uncovered approximately $187,000 of Trust Fund Recovery Penalties personally assessed against him under §6672, dating to three quarters across 2019–2021. He had no idea the personal liability existed.

With the picture in hand, he engaged us to negotiate. We secured an Installment Agreement structured to his actual cash flow within 11 months.

Story 3·Small construction firm · Triad NC

The unfiled-return cliff

The owner pulled a free review out of curiosity. The transcript showed roughly $310,000 in unpaid payroll tax balance plus active §6672 personal exposure on him. A CPA on our team flagged the case within 48 hours of the report being generated.

He engaged us to bring filings current and structure a resolution. The business stayed open, employees stayed on payroll, personal asset seizure was avoided.

Composites drawn from real client engagements. Identifying details (name, location, industry, amounts) have been changed or generalized to protect client confidentiality. Past results do not guarantee future outcomes. The IRS evaluates every Offer in Compromise, Installment Agreement, and penalty abatement request on its specific facts.

Your review starts here

See what your transcript actually says.

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Free · prepared by a licensed CPA · no obligation

You can't fix what you can't see.

The IRS keeps its own version of your tax history — and it doesn't always match what you think you filed. Balances you didn't know about. Penalties compounding quietly. Returns the IRS says they never received. Payments they didn't apply. Until you see exactly what the IRS sees, you're operating blind.

An IRS Account Review pulls data directly from the IRS — the same records they use internally — and translates them into a clear, readable report prepared by a licensed CPA. Not a credit report. The IRS's own record of your tax account, decoded so you can actually understand it.

And once your CPA has the full picture, they'll tell you exactly what needs to happen next — and handle the resolution for you.

The Right Time to Get Your Account Reviewed

If any of these apply to you — you need clarity before you act.

Received an IRS Notice

Don't respond blind. Know exactly what the IRS is claiming before you write a single word.

Know You Owe Back Taxes

You know there's a balance — but do you know the exact amount, penalty breakdown, and all eligible relief options?

Haven't Filed in Years

The IRS may have already filed substitute returns on your behalf — often with no deductions and inflated balances.

Buying, Selling, or Refinancing

Federal tax liens attach to property and can collapse real estate transactions. Catch them before your closing date.

Business Sale or Acquisition

IRS liability transfers in asset sales can surprise buyers and sellers alike. Confirm IRS standing before the deal closes.

Routine Compliance Check

Even if you believe everything is in order — a CPA-reviewed account confirmation removes all doubt.

What Your Account Review Reveals

Your CPA pulls your official IRS records and translates them into a report that covers:

Balances Owed

What the IRS says you owe — and for which tax years

Filing Status

Whether all your returns have been received and processed

Penalties & Interest

Any penalties, interest, or adjustments applied to your account

Payment History

All payments and credits the IRS has on file

Collection Status

Active liens, levies, installment agreements, or garnishments

Discrepancies

Differences between what you filed and what the IRS recorded

For Every Client Type

The IRS keeps separate records for individuals, businesses, and trusts & estates. Our CPAs know the difference.

Individuals

  • Received an IRS notice or letter
  • Owe back taxes from prior years
  • Haven't filed in multiple years
  • Buying or selling a home (lien check)
  • Want confirmation your account is clean

Business Owners

  • Payroll / 941 tax balance issues
  • Business income tax liabilities
  • SBA loan IRS transcript requirements
  • Trust Fund Recovery Penalty (TFRP) exposure
  • Pre-sale due diligence on IRS standing

Trusts & Estates

  • Estate administration & executor duties
  • Unfiled Form 1041 trust returns
  • Estate tax compliance & IRS liens
  • Beneficiary IRS clearance before distribution
  • Prior trustee liability review

Request. Review. Get Help.

1

Request Your Free Review

Submit your request online and share your basic details. That's all we need to pull your complete IRS file — the exact records the IRS has on you right now. No cost, no obligation.

2

A Real CPA Reads Every Line

A licensed CPA at KGOB goes through your entire IRS record — every balance, every penalty, every year, every flag. Then they write it up in plain English so you actually understand it.

3

Authorize IRS Access

Sign IRS Form 2848 electronically to authorize our CPAs to access your records on your behalf. Standard IRS-approved process.

4

Receive Your Review & Next Steps

Once the IRS releases your records, we analyze everything and deliver your report through your secure portal. Your CPA walks you through exactly what it means and what to do next.

You know what happens next

Now take the first step.

Get My Free Account Review

Most reports delivered within days · secure portal · no obligation

We Review. We Explain. We Resolve.

Your account review doesn't just sit in a folder. Your CPA reviews it and walks you through exactly what it means — what the IRS has on file, where the problems are, and what your options look like.

If something needs fixing — reducing penalties, setting up a payment plan, filing missing returns, negotiating a settlement, or removing a lien — we handle that. KGOB is a full-service CPA firm with an in-house IRS representation team. We don't hand you a report and wish you luck. We're here for everything that comes after.

Your account review is completely free — no cost, no obligation. If issues are found and you'd like help resolving them, that's a separate conversation. What resolution costs depends entirely on what's found and what needs to be done. Your CPA will explain everything clearly before any work begins. No pressure. No surprises.

Penalty Reduction

First-time abatement and reasonable cause relief

Payment Plans

Installment agreements with the IRS

Settlement Options

Offers in Compromise and Currently Not Collectible status

Issues Our CPAs Regularly Identify

These are the problems hiding in IRS records — missed by most people until a licensed professional looks.

Unpaid Balances Accruing Interest

IRS interest compounds daily. Many clients discover balances far larger than expected.

Failure-to-File & Pay Penalties

Among the most common — and most removable — IRS penalties.

Federal Tax Liens

Filed when balances go unpaid, liens attach to property and appear on credit records.

IRS-Prepared Substitute Returns

When returns aren't filed, the IRS prepares them — typically with no deductions.

Trust Fund Recovery Penalties

Payroll tax failures can result in personal liability for business owners.

Collection Statute Expiration

The IRS has 10 years to collect. Sometimes debts are closer to expiration than you think.

Unfiled Estate or Trust Returns

Executors and trustees often inherit unfiled Form 1041 obligations.

Wage Garnishments & Bank Levies

Imminent IRS enforcement that can freeze accounts or garnish wages.

Why KGOB?

This isn't a faceless online service. It's your CPA firm.

Licensed CPAs with IRS representation experience
Charlotte, NC-based firm serving clients nationwide
Secure, encrypted portal for all communications
Direct access to IRS CAF system for record retrieval
Same team that handles notice response and audit protection
Full-service firm — resolution help available after your review
Still have questions?

We address your specific situation in the report's cover letter.

Get My Free Account Review

The fastest way to get a question answered about your account is to see your account.

Your Questions, Answered

Stop Guessing. Get the Full Picture — Free.

A licensed CPA pulls your IRS file and tells you exactly what's on it — in plain English, at no cost to you. If something needs fixing, our CPA team handles that too. No cost. No obligation. First things first: get the picture.

Get Your Free IRS Account Review