New platform gives individuals real-time visibility into their IRS picture, the intelligence to understand it and the ability to act on it

CARLSBAD, Calif., Sept. 2, 2026 /PRNewswire/ — TaxRock, an AI-native IRS intelligence company, today announced the launch of its consumer platform, extending its IRS intelligence infrastructure directly to individuals and business owners managing their own IRS accounts.

For decades, the challenge for taxpayers has not simply been access to information. It has been turning fragmented and highly technical IRS information into an understanding of what is happening, why it matters and what to do next. Taxpayers have largely faced two choices: navigate that complexity on their own or turn to professional help that can cost thousands of dollars.

The launch comes at a pivotal moment for taxpayers. As the IRS increasingly uses AI and advanced technology to strengthen enforcement and collections, taxpayers are facing a more sophisticated system with less human support available to help them navigate it.

TaxRock was built around the belief that this gap can increasingly be closed by intelligent software. The platform gives individuals a continuously updated view of their IRS picture, monitors for meaningful changes, translates complex account activity into plain language and helps them take action directly through the platform.

“Taxpayers should not need to understand the complexities of the IRS just to understand their own tax position,” said Ron Jost, founder and CEO of TaxRock. “Our vision from the beginning has been to put that power back in their hands. That means giving people access to their information, but more importantly, giving them the intelligence to understand it and the ability to act on it.”

At the center of the consumer experience is Rocky, TaxRock’s AI intelligence agent. Once authorized, Rocky builds and maintains a complete view of the taxpayer’s IRS picture across the personal and business accounts they choose to monitor. Rocky monitors that picture continuously, turning changes in IRS activity into clear, actionable intelligence.

The launch also marks an expansion of TaxRock’s use of agentic AI, moving beyond systems that surface and interpret IRS information toward agents capable of helping complete straightforward actions. The first example is an IRS installment agreement. Rocky can guide eligible taxpayers through the process and help take the appropriate action directly within TaxRock.

“The opportunity for AI in tax is not simply answering tax questions,” Jost said. “The more consequential opportunity is building systems that understand a taxpayer’s actual IRS position, stay aware as that position changes and can safely move from explaining what should happen to helping make it happen.”

TaxRock is also designed to recognize when professional judgment is required. When a matter requires specialized expertise or representation, Rocky can flag the need and connect the taxpayer with a tax professional in one click, carrying their IRS picture forward so they do not have to start over.

TaxRock plans to expand Rocky’s agentic capabilities over time, supporting additional IRS actions while preserving a seamless path to professional expertise when it is needed.

The consumer launch extends TaxRock’s broader IRS intelligence platform, which already supports organizations managing IRS exposure at scale across tax and accounting, payroll, factoring, lending and other industries. While the use cases vary, the underlying need is the same: turning complex, changing IRS information into intelligence that can be understood and acted upon, whether for one taxpayer or thousands.

TaxRock’s broader vision goes beyond its own platform. Through a growing ecosystem of integrations, the company is building toward a future where IRS intelligence can be securely embedded into the systems, workflows and AI agents people and businesses already use.

“We don’t believe IRS intelligence should live in one application,” Jost said. “Our vision is to make it available wherever people and businesses need it, whether that is directly through TaxRock or embedded into the systems they already use. Consumer is an important extension of that vision, but the larger opportunity is building an intelligence layer that can make IRS information understandable and actionable across every market we serve.”

TaxRock’s consumer platform is now available at taxrock.com.

About TaxRock

TaxRock is an AI-native IRS intelligence company transforming how individuals and organizations understand and interact with the IRS. The platform provides continuous access to IRS data, intelligent interpretation and agent-driven capabilities that help users understand risk and take appropriate action. TaxRock serves individual taxpayers and organizations across tax and accounting, payroll, factoring, lending and other industries. TaxRock is headquartered in Carlsbad, California.

Media Contact

Shay Norbury
TaxRock
info@taxrock.com

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SOURCE TaxRock