What you owe, how it got there, who's authorized on your account, and what happens next — in plain language, from your own IRS records.
What you owe, how it got there, who's authorized on your account, and what happens next — in plain language, from your own IRS records.
$29/mo · 3-day free trial · cancel anytime
Less than hours on hold with the IRS, $500–$1,000 for the IRS call and records pull — full-service firms charge $3,500–$7,500 retainers to take over your case., or guessing from a single notice.
Recommended
Self-serve
$29/mo
Good fit: You want the full workflow and can start Discovery yourself (upload or our IRS.gov guide).
Pick another tier if: You need full representation without participating — hire a licensed pro for that.
See my tax accountWe pull your records
$99 first month
then $29/mo
Good fit: You want Discovery started without sitting on hold with the IRS.
Pick another tier if: You need a collection-hold request on a live call — choose the call tier.
Start — $99 first monthPer taxpayer or business — each needs its own authorization · Need updated records later? $49 per refresh
We call the IRS with you
$199 first month
then $29/mo
Good fit: You want records plus a live IRS call — collection hold and your questions answered.
Pick another tier if: Records only is enough — the pull tier is simpler and costs less.
Start — $199 first monthPer taxpayer or business — each needs its own authorization · most calls scheduled within a week
If we can't get your records, we refund you
Don't want to do it alone? Do It With Me — we walk Discovery, Strategy, and paperwork with you, and it stays your case. From $499 →
Discovery → Strategy → Execution
IRS records become clear reports (Discovery), your life and finances shape the path (Strategy), and forms, tasks, and deadlines stay tracked (Execution) — with ongoing monitoring as long as you need it.
Discovery
Returns, balances, penalties, payments, notices, and collection activity — organized into Discovery reports by year and issue, not a wall of transcript codes.
Monitor
Filing, paying, or submitting does not mean the IRS posted it yet. Refresh records and Brevitax shows what changed — payments, penalties, notices, and balances — so monitoring stays in the loop.
Discovery is the first step — IRS records into readable reports. Strategy reconciles what the IRS shows with what your household can afford and what you are trying to protect. Execution tracks the work to fix what Discovery found. Monitoring refreshes records so the cycle continues.
Balances, notices, filing posture, and posting sequence — Discovery reports built from IRS source records, not a single scary total.
Income, expenses, and ability to pay — the economics that determine which IRS programs are realistic, not just theoretically available.
Goals, constraints, and timing — what matters in your life while you work through the account, and how you want options sequenced.
Don't want the DIY route? We can pull your records for you ($99) or join a live call with you and the IRS and request a collection hold ($199). See pricing →
1
Discovery — get IRS records (upload your own or we pull them). Brevitax builds plain-language reports: balances, timeline, notices, and what needs attention.
2
Strategy — add your household economics and life constraints. Brevitax ranks IRS-compliant paths that fit what Discovery found and what you can actually do.
3
Execution and monitoring — track forms, deadlines, and submissions; refresh records when something may have moved and see what actually changed on the account.
Your files are encrypted and used only to build your account view — never sold.
Human and financial truth shape the path. Execution tracks the forms and steps to address what Discovery found.
Strategy → Execution
Strategy
A balance is rarely one event. Brevitax reconstructs the sequence — then Strategy ranks options that fit IRS reality, household economics, and what you are trying to protect.
Execution
Not everything requires action. Brevitax separates noise from what deserves attention, surfaces practical next steps, and tracks forms, deadlines, and verification as you move.
Filing, paying, or submitting does not mean the IRS account has changed yet. Ongoing monitoring — fresh records compared to your last review — is what keeps Discovery, Strategy, and Execution honest over time.
Return filed
Payment made
Brevitax gives you a clear view of the same tax account so you can understand what is happening before, during, and after the work.
One Brevitax account. Separate clear profiles for each tax situation.
You + spouse
Included in Personal
Add your business
+$9/mo each
Add another business
+$9/mo each
Add a parent or family member
+$9/mo each
No. Transcripts are the starting evidence for Discovery — readable reports of what the IRS has. Brevitax then layers Strategy (your finances and life) and Execution (forms, tasks, deadlines, monitoring) so you can see what the IRS wants, help the IRS understand you, and produce what you both need.
No. Brevitax is software for Discovery, Strategy, and Execution on your IRS account — not a law firm and not someone who takes over your case.
Start with the notice code on the letter — our IRS notices index explains common codes. Then compare what the notice says to your Discovery report in Brevitax and decide what deserves a response. Browse IRS notices →
Full-service firms often charge $3,500–$7,500 retainers to represent you. Brevitax starts at $29/mo for the full workflow — or $199 for a guided IRS call to pull records — without giving up control of your case.
Yes. Households and tax professionals can share the same Discovery reports and tracked execution — Brevitax Pro gives firms unlimited users and cases at $199/mo. Brevitax Pro →
Learn
Plain-language explainers — Reviewed August 2026 · Joseph Lancaster — so you, your family, or your CPA can start from IRS source records.
Works with
Optional integrations wired into your Brevitax account — connect what you use, skip what you don’t.
Tax professionals get Calendly, Stripe, RingCentral, and firm workflows in Brevitax Pro.
See Brevitax Pro integrations →$29/mo · 3-day free trial · cancel anytime
$29/mo · Cancel anytime
Tax professional? Brevitax Pro gives your whole practice the same workflow — unlimited users and cases, $199/mo. See Brevitax Pro →