Your Tax Snapshot
A review of your current tax situation to help identify potential issues or discrepancies, see what may need attention, and determine a practical next step.
Tax snapshot • Monitoring • Planning
Know where your taxes stand. Plan your next move.
Get a clearer picture of your tax situation, stay informed about IRS account activity, and work with Solstice on the next steps that fit your life or business.
What we offer
Clarity today. Support throughout the year.
For individuals, families, business owners, 1099 contractors, and real estate investors who want to understand their tax situation and plan ahead.
Tax Monitoring
Powered by Protection Plus, monitoring helps eligible clients stay aware of IRS transcript activity that may require attention, including notices, account balances, audit flags, filing discrepancies, and other account changes.
Personalized Tax Planning
Work with Solstice to understand your options and discuss withholding, estimated payments, income changes, business decisions, and priorities for the coming tax year. Your review helps us identify which planning services fit your situation.
Guidance on Your Next Step
We explain what we find in plain language and help you determine whether you need filing support, a planning appointment, or separate assistance with a tax issue. Any additional service scope and fees are confirmed with you.
Monitoring begins after eligibility is confirmed and the required separate authorizations are completed. Monitoring does not automatically resolve IRS issues or guarantee a particular tax outcome.
Enrollment opens December 1, 2026
A head start for tax season.
Sign-ups begin December 1, 2026. Enroll and schedule by January 31, 2027 to qualify for the promotional offer.
First 10 qualifying clients who file with Solstice: receive a complimentary Tax Snapshot + Tax Monitoring.
After the first 10: $25 secures a promotional spot through January 31, 2027 and can be applied toward filing services.
After the promotion, Tax Snapshot and Monitoring remain available for an additional fee as part of tax planning to review your tax situation. We confirm pricing and eligibility before enrollment is finalized.
How to get started
Three simple steps.
You do not need to have every answer before reaching out.
01
Send Your Request
Beginning December 1, use the short enrollment form to share your contact information and what you want help understanding.
02
Book Your Appointment
Choose a time to talk with Solstice. We will discuss your needs, confirm the offer or pricing, and explain the secure setup process.
03
Review, Monitor & Plan
After the required authorizations are completed, we help you understand your snapshot and monitoring, then identify your next planning steps.
Let’s look at your tax situation together.
Book an appointment to learn what needs attention and how Solstice can help you move forward.