TaxStatus

TaxStatus is the only firm with direct access to complete IRS data delivered in near real-time. This data enables investors to get access to all IRS information from audits to money owed, assets and liabilities. Our Financial Baseline Report, delivered through accredited financial advisors, takes all of that data and makes it actionable. This report offers deep insight into tax strategy, investment planning, and a full look at all assets (even those held away) to enable balanced portfolio strategies. TaxStatus also simplifies on-boarding and maintaining client records with direct API’s into CRM systems; a prospect meeting can cover goals and dreams instead of pages and pages of forms just to get started. Transparency for investors. Complete, verified data for advisors. Better outcomes for all.