For Tax Resolution Firms
Your firm handles IRS negotiations, tax strategy, and case resolution. RetroBooks handles the historical bookkeeping reconstruction that makes that work possible.
Your firm's value is in negotiation, strategy, and resolution. But before that work can begin, the books often need to be reconstructed. Clients come to you because they're already behind with the IRS—and their financial records usually reflect it.
Incomplete records. Missing months. Messy categorization. Sometimes years of neglected bookkeeping. All of this needs to be resolved before your team can prepare filings, present financials to the IRS, or build a resolution strategy.
When this reconstruction work falls to your internal team, it creates a bottleneck. Tax professionals and case managers spend time on data entry and reconciliation instead of the resolution work your firm is built for.
Cases stall when the books aren't ready. RetroBooks dedicates focused resources to historical book reconstruction so your cases don't wait on an already-stretched internal team. Cleaner financials delivered faster means your firm can begin resolution work sooner.
Your tax professionals, enrolled agents, and case managers should be focused on negotiation and resolution—not data entry and bank reconciliation. RetroBooks absorbs the catch-up bookkeeping work so your team stays focused on what they do best.
IRS resolution work depends on accurate financial records. Whether you're preparing delinquent returns, building an offer in compromise, or supporting an installment agreement, the quality of the underlying financials matters. RetroBooks delivers a comprehensive workbook with reconstructed financial statements, ledgers, and supporting schedules built for this purpose.
Offer catch-up bookkeeping as part of your firm's service package without building the capacity in-house. RetroBooks operates as a white-label partner, allowing you to present the reconstructed books under your own brand. Your clients see a seamless experience.
RetroBooks is not a general bookkeeping service. We are specifically built to support the historical bookkeeping reconstruction needs of tax resolution firms and accounting firms handling IRS disputes.
Our team includes Big-4 trained accountants with deep experience in historical bookkeeping. We are comfortable handling complex multi-year reconstructions, working with incomplete records, and delivering financials that meet the standards required for IRS resolution workflows.
We understand the urgency that comes with IRS cases and the importance of accurate, reliable financial records in building a successful resolution strategy.
RetroBooks operates on a per-engagement basis. There are no long-term commitments, monthly retainers, or minimum case volumes. Bring us cases as your caseload demands.
Whether your firm needs catch-up bookkeeping for a single case or has a recurring pipeline of IRS resolution cases that require historical book reconstruction, RetroBooks scales with your firm's needs.
Starting at
$299
per month of books
Standard
Up to 24 mo
of backlog covered
No
Retainers
or long-term contracts
Get in touch to discuss how RetroBooks can support your firm's IRS resolution workflow with specialized catch-up bookkeeping.