IFA Transportation Factoring Meeting · Booth 23

We’re bringing IRS exposure monitoring to Las Vegas.

Built for the velocity and economics of transportation factoring, making continuous IRS monitoring practical across the portfolio.

TaxRock is exhibiting at the 2026 Annual Transportation Factoring Meeting, September 14 to 16 at the Fontainebleau. Come ask Rocky something at booth 23.

RockyTaxRock’s AI tax assistant
TaxRock alert · 2 hours agoDelta Carriers: the IRS issued a notice of intent to levy. No lien has been filed.
My client says they are current with the IRS and on a payment plan. Are they?
The account shows a balance of $52,400 and no installment agreement on record. The most recent required return has not posted, the balance has grown in each of the last three months, and a notice of intent to levy has now been issued. No lien has been filed, so none of this would show up in a public record search.
Follow-up: This balance first appeared on the account 87 days ago.

Illustrative example. Not real client data.

DatesSeptember 14–16, 2026 Three days of roundtables and networking
VenueFontainebleau Las Vegas Las Vegas, Nevada
Find usBooth 23 Live walkthroughs throughout the meeting
Proactive by default

You should not have to go looking.

Most teams find out because someone pulled a transcript, ran a report, or happened to open the right dashboard on the right day. TaxRock watches every authorized client continuously and tells you when something material changes.

No pull schedule

Monitoring runs continuously, so a change does not wait for the next review cycle to be noticed.

No report to run

Material changes are surfaced and prioritized as they post, rather than compiled after the fact.

No dashboard to remember

The alert reaches your team. Logging in to check is optional, not the safeguard.

By the time a manual process catches it, the account has usually already moved. The point of continuous monitoring is that nobody has to be the one who remembered to look.
Why we’re there

IRS exposure rarely starts with a lien.

Unfiled returns, growing balances, penalties, and collection notices can surface on the IRS account long before an issue becomes public. When review depends on periodic transcript pulls or public records, those early signals are easy to miss.

TaxRock surfaces the progression of IRS exposure while there may still be time to investigate, communicate with the client, and protect your position.
  • A balance appears on the accountTax owed shows up on the IRS account with nothing public yet.
  • A balance is assessed and growsPenalties and interest increase total exposure over time.
  • A required return remains unfiledA filing that should have posted does not appear.
  • Collection activity advancesA CP504 or similar notice moves the account forward.

Illustrative account activity. Signals and timelines vary by taxpayer.

At booth 23

What we’ll show you on the floor.

Stop by between sessions for a short walkthrough on a sample portfolio. Nothing to bring, and everything shown is illustrative.

Portfolio watchlist

Authorized taxpayers monitored continuously, with the clients that changed brought to the top.

Early financial stress

Unfiled returns, growing balances, penalties, and collection activity as they appear on the account.

The progression

The sequence behind a signal, not only the latest notice or balance shown in isolation.

Rocky, in plain English

Ask which clients changed and what triggered a signal, without reviewing each account manually.

Bring a question about your own portfolio. The most useful five minutes at the booth is usually the one where you tell us what you are trying to catch earlier.
Integrations & partnerships

Bring IRS intelligence into what you already run.

TaxRock is an intelligence layer, not another dashboard. Through our API, IRS intelligence can live inside the platforms and workflows this industry already uses, whether you fund clients or build the tools that do.

Come talk it through at Booth 23. Explore partnerships →

TaxRock and Rockwater Tax

A path back to compliance, when you need one.

TaxRock helps you see the issue early and understand what is changing. If a client needs professional help getting back into compliance, our designated tax experts at Rockwater Tax can step in immediately, using the same TaxRock intelligence your team already has to work directly with the client and the IRS toward resolution.

  • A client turns up with a tax balance you didn’t know about.Get a clear assessment of the issue, the available resolution paths and what it may take to bring the client back into compliance, before deciding how to proceed with funding.
  • A federal tax lien puts your position at risk.Rockwater can engage directly with the client and the IRS to pursue the appropriate resolution path, while TaxRock keeps the underlying IRS activity visible as the matter progresses.
  • IRS collection activity begins reaching account debtors.Rockwater can step in quickly to address the underlying tax issue, coordinate with the IRS and help move the client toward compliance before the problem creates further disruption.
One connected path from identifying the risk to resolving it, without your team becoming the tax expert or starting over with someone new.

Rather not leave it to the exhibit floor?

Book a time to meet with us during the meeting and we will have your questions ready when you walk up.

Meet TaxRock at the event

Tell us where to find you and what you’d like to do. We’ll follow up to set it up.

Request an integration

Tell us which platform your team uses and where IRS intelligence would add the most value.