Tax resolution operations platform

Case intelligence for tax resolution firms

Unified case facts, living narrative, and Advisor grounding — stamped from the IRS ledger, 433 profile, and strategy output. Not a dashboard of widgets.

At a glance

Stamped case factsHeadline balances, RCP, and strategy figures trace to Tier IRS and 433 inputs.
Living narrativeA readable case story operators can brief from — not a wall of widgets.
Advisor groundingAnswers cite the same figures the console shows — not recomputed on read.
Sales and deliverySame intelligence for closers reviewing a file and staff running the engagement.

One screen to understand the matter

Case intelligence is the unified read model: what the IRS file says, what the financial profile allows, and where the engagement stands — without re-running engines on every page load.

The RESO console: case facts, narrative, and Advisor on one record.

app.reso.tax/v4
RESOAcme Tax Group
PulseCasesCalendarLibraryManageBackOffice
Find a case or go anywhere… ⌘K
AdvisorBHBill Howards EA
Firm pulse32portal uploads overnight18awaiting EA signoff72staff policy attestations
MW

Marcus Webb

A1G-2025-0000024

Individual · Active · Resolution · POA on file

Discovery
Strategy
Work
Verification
OverviewTwo TruthsFinancials & RCPPlanFormsDocumentsReportBilling
Attestation ledger stampedChargeback defense readyWork Verification on record

Work phase$253,856 assessedNearest CSED 64 mo

Total Liability

$253,856

4 tax years

RCP (lump-sum)

$123,248

Reasonable Collection Potential

Est. OIC Savings

$130,608

51% of balance

Nearest CSED

64 mo

Collection statute expiration

Balance by tax year

liability · penalties · interest
2022
$98,240
2023
$84,112
2024
$60,504
2025
$38,000

Upcoming deadlines

Jun 16

CP504 response due

Marcus Webb · Notice response

Jun 19

Pull updated account transcripts

Elena Vasquez · Internal

Jul 12

Offer package mailed to COIC unit

Marcus Webb · OIC step

Grounded in authority tiers

  • Tier IRS: balances, enforcement, CSED inputs from parsed transcripts
  • Tier 433: ability-to-pay and collection-standard inputs
  • Client story: consultation and questionnaires layered for sequencing — not ledger truth

Where it lives

Case intelligence powers the V4 console preview, Advisor prompts, and the figures your Discovery and Strategy deliverables export — one assembly, one truth per refresh.

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