About
Tax season may end at filing, but IRS risk does not. In this joint webinar, GruntWorx and TaxRock will show how firms can move beyond reactive notice handling and build a proactive, system-driven approach to post-filing client protection.

Join Tom Wangaard of TaxRock and the GruntWorx team as they explore the hidden risks that emerge after returns are filed—from IRS adjustments and payment issues to installment agreement defaults and refund offsets—and how continuous IRS monitoring can help firms detect problems early, reduce manual workload, and improve client service year-round.

You’ll see how automated intake, transcript visibility, real-time alerts, and AI-assisted resolution workflows can work together to create a scalable process that protects clients while creating new service opportunities for your firm.

NOTE: Following this one-hour informational webinar there will be a 30-minute session containing product demonstrations of TaxRock and GruntWorx.
Agenda
  • The New Post-Filing Risk Landscape
  • Why Firms Are Moving to Continuous IRS Monitoring
  • Turning IRS Activity Into Actionable Workflows
  • From Intake to Ongoing Client Protection
  • Real-World Client Scenario
  • Live Q&A
Presenters
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Tom Wangaard, EA
Enrolled Agent, TaxRock
Tom Wangaard is an Enrolled Agent specializing in IRS collections and proactive tax compliance. At TaxRock, he works with tax firms to shift from reactive compliance to scalable, system-driven account management.
With experience negotiating directly with the IRS, Tom focuses on helping practitioners identify risks early, streamline resolution workflows, and reduce manual workload. He is particularly focused on using technology to provide continuous visibility into IRS accounts and make post-filing compliance more efficient and predictable.
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Brian Unger
Senior Technical Representative, GruntWorx, LLC
Brian is the Senior Technical Representative at GruntWorx, LLC. Prior to joining GruntWorx, Brian spent 16 years in the financial services industry, where he developed a strong foundation in operational efficiency skills that have contributed to his continued success in supporting GruntWorx.
With over eight years of experience helping clients maximize the value of the company’s automation solutions, he plays a key role in educating users, and helping firms seamlessly adopt and integrate GruntWorx solutions into their workflows.
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