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Simple pricing for taxpayers and professionals

See your IRS account clearly — upload your own records, or have us get them for you.

Every plan includes IRS account software — organized timelines, balances, and change tracking. Spouse and dependents included on one account.

Recommended

Self-serve

$29/mo

Upload your own IRS transcripts — we show you every click on IRS.gov, free.

  • ✓Upload or download transcripts — free IRS.gov guide (~10 minutes)
  • ✓Balances, timeline, and what needs attention
  • ✓Spouse and dependents included
  • ✓3-day free trial · cancel anytime
Start free trial

$29/mo after 3-day free trial · cancel anytime

Learn more ↓

We pull your records

$99 first month

then $29/mo

same monthly price as Self-serve

Everything in Self-serve, plus we request your records for you

  • ✓Everything in Self-serve
  • ✓We request your complete IRS records for you
  • ✓If we can't get your records, we refund you
  • ✓No IRS phone call for you — e-sign authorization only
Start — $99 first month

$99 first month, then $29/mo

Per taxpayer or business — each needs its own authorization · Need updated records later? $49 per refresh

Learn more ↓

We call the IRS with you

$199 first month

then $29/mo

same monthly price as Self-serve

Everything in Self-serve, plus a live IRS call

  • ✓Everything in Self-serve
  • ✓Live three-way call — we join you and the IRS
  • ✓We get your records and request a collection hold
  • ✓Your questions answered on the call
Start — $199 first month

$199 first month, then $29/mo

Per taxpayer or business — each needs its own authorization · most calls scheduled within a week

Learn more ↓

Optional add-ons

+

Additional profile

+$9/mo

Business or family member — separate clear profile on the same account

+

Record refresh

$49

Re-pull IRS records per taxpayer or business — authorization stays on file

DO IT WITH ME · LIMITED AVAILABILITY

Don't want to do it yourself? We'll do it with you.

$499 setup · then $99/mo · cancel anytime

We set up your account, get your complete IRS records, and request a collection hold. Then we walk through your finances together by phone, run your strategy, and go over your options — installment plans, hardship status, and more — with the tradeoffs of each. You get a complete, prepared packet of forms. You review, sign, and send it to the IRS — it's your case, and it stays your case. We track what happens from there.

Everything in the IRS-call tier · financial interview by phone · strategy session · prepared forms packet · ongoing tracking · quarterly record refreshes · monthly check-in

We prepare paperwork and explain options. We don't represent you before the IRS, submit forms for you, or take over your case — full-service firms charge $3,500–$7,500 for that, and most people don't need it.

Request a spot →

We take a limited number of Do It With Me clients each month. Short application, then a scheduling link.

Complete feature comparison

Same monthly software on every plan — choose how you want to get started

Swipe to compare all three plans

FeatureSelf-serveRecommendedPull recordsIRS call
Account software
Balances, timeline, and what needs attention✓✓✓
IRS records explained in plain language✓✓✓
Spouse and dependents included✓✓✓
Upload fresh transcripts anytime✓✓✓
Additional profile (business or family)+$9/mo each+$9/mo each+$9/mo each
Getting IRS records
Free step-by-step IRS.gov download guide✓✓✓
We request your records for you (e-sign authorization)—✓✓
Refund if we can't get your records—✓✓
Refresh records laterFree upload$49 re-pull$49 re-pull
Per taxpayer or business authorization1 householdEach entityEach entity
IRS phone & collection
No IRS phone call required for you✓✓—
Live three-way call with the IRS——✓
Request temporary collection hold on the call——✓
Records-only tier (hold request on call tier)—Records only—
Starting & billing
3-day free trial✓——
Service starts immediately—✓✓
First month$29/mo$99 first month$199 first month
Ongoing monthly$29/mo$29/mo$29/mo
Cancel anytime in Settings✓✓✓

Want it done with you, not by you alone? See Do It With Me above.

Getting your IRS records and requesting a collection hold doesn't require hiring anyone — it's your right. Some companies charge $500 or more for this call, or bundle it into large retainers. We do it for $199, and we never take over your case.

Brevitax

Your tax account, made understandable.

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Brevitax is software designed to organize and explain tax-account information. Brevitax is not a law firm or accounting firm and does not replace professional tax advice when professional assistance is appropriate.

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