IRS Health Check
Know exactly where you stand with the IRS. We pull your full transcript history, analyze every year on file, and deliver a clear report with a one-hour strategy session, for a flat $249.
Secure checkout via Stripe. Prepared by an Enrolled Agent. Final scope confirmed in writing before any work begins.
In short: The IRS Health Check is a flat-fee review of your IRS account history: we pull your full transcript record, analyze every year on file for balances, missing returns, and audit flags, then deliver a written report plus a one-hour strategy session. It is for anyone who wants to know exactly where they stand with the IRS.
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What's Included
- Full IRS transcript pull (all available years)
- Compliance history analysis
- Unfiled return identification
- Outstanding balance and penalty review
- Written Tax Health Report with findings
- One-hour strategy session with Enrolled Agent
Timing: Scope and timing are confirmed in writing before an engagement begins.
Not included:
- Tax return preparation (quoted separately)
- IRS penalty abatement filings
What Happens After You Purchase
- 1Secure checkout via Stripe
- 2Your client portal invitation arrives by email
- 3Upload your documents securely
- 4Prepared and delivered by an Enrolled Agent
"Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free."
- Christian S.
A Complete Diagnostic of Your IRS Account
Many people suspect they have unresolved IRS issues but do not know the full picture. Maybe you missed a filing year, received a notice you never responded to, or simply want confirmation that everything is in order.
The IRS Health Check gives you that clarity. We use Power of Attorney access to pull every available transcript from the IRS, analyze your complete compliance history, and deliver a detailed report with actionable recommendations.
Why This Matters
Interest compounds daily, some penalties grow each month, and collection actions can escalate over time. Understanding your situation earlier usually leaves more options open.
IRS Health Check
- Full IRS transcript pull (all available years)
- Compliance history analysis
- Outstanding balance identification
- Unfiled return detection
- Detailed Tax Health Report
- One-hour strategy session
How It Works
Three steps from purchase to a written report.
Purchase & Sign POA
Complete your purchase and sign Form 2848 (Power of Attorney) so we can access your IRS records on your behalf.
We Pull Your Transcripts
Under the Form 2848 authorization, we request every available transcript type for all available tax years from the IRS.
Report & Strategy Session
You receive a detailed Tax Health Report followed by a one-hour session where we walk through every finding and discuss your options.
Who Should Get an IRS Health Check?
This service is designed for anyone who needs clarity about their IRS standing.
Unfiled Returns
You suspect you have one or more years of unfiled tax returns and want to know exactly what the IRS has on record.
Outstanding Balances
You received notices in the past or know you owe money but are unsure of the current total with penalties and interest.
Confirmation
You are current on your filings but want professional confirmation that nothing has been missed or flagged.
Before a Major Decision
You are buying a home, starting a business, or applying for a loan and want to confirm what your tax record shows.
Prior IRS Issues
You had IRS problems in the past that were supposedly resolved and want to verify everything is actually settled.
New to the U.S.
You recently moved to the U.S. or are a dual citizen and want to understand your federal tax obligations and history.
Frequently Asked Questions
Common questions about this service area.
Related Guides
Learn more about this topic with our in-depth guides.
IRS Tax Controversy & Resolution Guide
How to navigate IRS audits, collections, liens, levies, and penalty abatement – from first notice to resolution.
Read GuideFDAP Income Guide
Understanding U.S. withholding obligations and international tax compliance for foreign-source income.
Read GuideOne Big Beautiful Bill Act (OBBBA) Guide
Key 2026 tax law changes affecting deductions, credits, and compliance requirements.
Read GuideRelated Services
Explore other ways we support our clients.
IRS Watchdog Monitoring
After your Health Check, keep your IRS account monitored year-round with proactive alerts.
Learn MoreTax Resolution
Full IRS representation for outstanding balances, liens, levies, and compliance issues.
Learn MoreTax Preparation
Get current on your tax filings with professional preparation for all return types.
Learn MoreAnnual Peace of Mind Bundle
IRS Health Check + Watchdog monitoring + mid-year compliance review
Know Where You Stand
The Health Check pulls your full IRS transcript history and explains what is on it, year by year, so you can decide on next steps with the facts in hand.
Arc & Ledger takes on work selectively. Each request is reviewed for fit with our practice areas, and scope and timing are confirmed in writing before an engagement begins.
“Arc & Ledger provided exceptional service, making my tax preparation seamless and stress-free.”– Christian S., Google Review
A secure Client Portal invitation is sent only after Arc & Ledger accepts the engagement or you purchase an available fixed-scope service. A call, waitlist entry, or contact form alone does not create portal access.