Verify client and subcontractor TINs against IRS records before filing returns to help reduce errors, prevent IRS notices, and support compliance. EINsearch enables tax professionals to validate entities during the client intake process, identify discrepancies early, and maintain a documented record of verification activity across every engagement.
Penalty per incorrect information return
Each incorrect filing carries per-return penalties, and in a multi-client practice those costs scale quickly. Small intake errors can turn into avoidable financial exposure once returns are submitted under your name.
CP2100
The notice that lands on your client
A mismatch between a name and TIN triggers CP2100 or CP2100A notices, along with B-notice requirements and potential backup withholding. Even when the error originates upstream, resolution usually ends up with the preparer.
Intake
Where filing accuracy is decided
Most filing issues originate from unverified client data at onboarding. Once incorrect entity details enter your workflow, they tend to persist all the way through filing season.
How It Works
From Vendor Onboarding to 1099 Filing: Verification You Can Trust
Verify entities early, validate tax IDs before filing, and retain documentation that supports your professional due diligence at every stage of the engagement.
1
Lookup at intake
Search by business name or EIN to confirm the entity exists and retrieve its tax identification details before accepting the engagement.
EIN Lookup
2
Validate before filing
Run real-time TIN checks to confirm the name and TIN combination on file matches IRS records before the return is filed.
Real-time IRS TIN matching
3
Keep the proof
Every check generates a timestamped verification record you can attach to engagement files to support your due diligence.
Timestamped record
EINsearch vs. Manual Process
Modern verification versus manual and self-reported workflows
Most tax practices still rely on traditional verification and self-reported W-9 data. EINsearch streamlines verification through real-time IRS TIN matching, EIN Lookup, OFAC sanctions screening, and centralized verification records.
Feature
EINsearch
Manual Verification Without EINsearch
Self-Attested Data (W-9)
Real-time IRS TIN validation
✓
✗
✗
OFAC sanctions screening
✓
✗
✗
Batch and API processing
✓
✗
✗
Timestamped verification records
✓
✗
✗
Coverage of non-public entities
✓
✗
✗
Time per 50-entity validation
Under 2 min
30–60 min
1–3 days
Cost per month (50 entities)
From $25
Staff time cost
Low upfront, high compliance risk
ROI Calculator
Estimate the cost of a filing error across your practice
Compare potential IRS penalty exposure with the cost of automated validation. Adjust inputs based on your filing volume and typical error rate.
Calculations based on IRS Publication 1586 penalty guidance. Actual exposure varies by practice.
Estimate your exposure
500
5%
3 hrs
$75
Estimated CP2100/B-notices per year
25
Staff time cost at $75/hour
75 hrs
IRS penalty exposure
$5,625
EINsearch annual cost
From $375/yr
IRS penalty exposure
If corrected within 30 days · $60/notice
$1,500
If corrected by August 1 · $130/notice
$3,250
If uncorrected or late · $340/notice
$8,500
Estimated annual savings
from $375/year
$5,250
Show your work
500 filings x 5% mismatch rate = 25 B-Notices
25 notices x 3 hrs x $75/hr = $5,625 in recoverable staff time
Penalty tiers per IRS Publication 1586:
· If corrected within 30 days: $60 x notices
· If corrected by August 1: $130 x notices
· If uncorrected or late: $340 x notices
Actual exposure depends on response speed and your TIN solicitation process. Most penalties can be reduced or waived with proper documentation.
Built for Tax Professionals
Everything you need to file accurate, defensible returns
EINsearch supports tax professionals across the full engagement lifecycle, from intake to filing, with tools that reduce errors and create a consistent record of verification activity.
EIN Lookup by Name
Find a client or vendor EIN using only a business name when W-9 data is missing or incomplete. Helps prevent incorrect entity data entering the return.
Intake essential
Real-Time IRS TIN Validation
Validate name and TIN combinations instantly against IRS records before filing.
Compliance core
Timestamped Verification Records
Every lookup generates a downloadable, timestamped record for your engagement files.
Documentation ready
Year-Round Access
Verify clients and vendors throughout the year, not just during filing season.
Always available
Batch TIN Matching
Validate entire client lists in a single upload to support high-volume workflows.
Scale with confidence
API Integration
Available on annual plans. Embed EIN and TIN validation directly into practice systems.
Automation ready
Customer Feedback
FAQs
Questions from tax professionals
Have a question not answered here? Our team is available by phone, email, or live chat.
Yes. EINsearch supports EIN lookup by company name or number across a large IRS-aligned dataset, allowing verification even when W-9 information is incomplete.
Each validation creates a timestamped record showing what was checked, when it was checked, and the outcome. The record can be attached to your engagement file to support your due-diligence documentation.
Yes. EINsearch is designed for year-round use so you can validate entities at onboarding and maintain clean records throughout the engagement lifecycle.
Yes. Every lookup and batch run generates a printable record, match results, and submitted data for your workpapers.
Plans start at $25/month for individual practitioners. Annual plans include API access and volume discounts.
Get Started Today
Verify every file with confidence
Validate client and subcontractor tax data against IRS records, reduce filing risk, and maintain timestamped verification records across your practice. Start with EINsearch and streamline your 1099 verification workflow from intake to submission.
