Discovery Work Product for Tax Resolution Firms

RESO Core case overview with IRS, financial, and human reality, plus transcript balances and filing status. — Personal Transcript Discovery on core.reso.tax — IRS, financial, and human reality from the IMF file.

At a glance

IRS transcript analysisBalances, CSED windows, liens, levies, and enforcement signals parsed from the file.

Evidence-grounded flagsProgram fit and priority flags tied to a transcript code and year — not client memory.

A co-branded work productA client-ready Discovery report your firm presents, scopes, and bills on its own.

Carries the case forwardOne governed record that flows into strategy and implementation.

Discovery before you promise implementation

Most fee disputes start before the first form is filed — when the firm quoted from incomplete information. Discovery is the paid advisory phase where IRS posture, urgency, and program fit are documented before implementation labor begins.

Sell Discovery and Strategy — or use them to close implementation.

Most firms give the analysis away to win the engagement. RESO turns the entire advisory phase into products: Discovery Intelligence, then Resolution Strategy — two paid, defensible deliverables your firm sells and retains before any implementation agreement is signed. And if your firm doesn’t sell exploratories, the same Discovery works the other way: strong enough to close Strategy and implementation on findings instead of promises, and to stand later as the record of value delivered.

Bill the diagnosis. Discovery is a deliverable, not a sales expense.
Bill the plan. Resolution Strategy is the second paid deliverable — sold and retained before implementation begins.
Don’t sell exploratories? Run the same Discovery uncharged — it closes implementation on findings and defends the value after.
Quote implementation from evidence — the IRS file, not the client’s memory.

What Discovery includes

IRS ledger evidence: balances, CSED windows, liens, levies, enforcement signals
Program fit and priority flags grounded in transcript data — not client memory
Co-branded work product your firm presents, scopes, and bills
One case record that carries forward into strategy and implementation

RESO Core outstanding-balance chart from IRS transcripts, with levy, CNC, and collection-statute markers. — Outstanding balance over time — assessments, payments, levy, CNC, and statute markers from the Account transcript.

RESO Core IRS findings: balance by period, liens, unfiled years, and collection-statute clock. — Balance by period, liens, unfiled years, and the collection-statute clock — flagged from the file, not recollection.

Operational win

A more repeatable practice is a more profitable practice.

Productized Discovery → more Discovery revenue per case
Consistent methodology → fewer bad quotes · less partner rework

Not a transcript dump

RESO.tax doesn’t help firms read transcripts. It helps firms build a repeatable, defensible tax resolution practice.

Business transcripts

This page is Personal Transcript Discovery (IMF). When the taxpayer is a business, the file is BMF — 941 quarters, 940 and 1120, liens, CNC/IA, and TFRP. That reconstruction is Bus. Discovery.

RESO Bus. Discovery: assessed debt, CSED write-offs, payments, and penalty composition from the BMF.

RESO Bus. Discovery: liens, levies, CDP, CNC and IA history, and trust-fund exposure from business transcripts.

Business Transcript Discovery →

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