Build a Complete IRS Resolution Strategy

Walk through your client's financial picture — balances, income, assets, compliance history. RESO generates a complete resolution strategy in minutes — the right program, the right sequence, and the outside-the-box paths most professionals miss. Co-branded and ready to present or bill for.

Streamlined Gate

Before you proceed — does a simpler path exist?

Review the options below before committing your client to full financial disclosure.

Step 1 — Transcript Data

Do you have IRS transcripts for this client?

Uploading transcripts enables accurate CSED calculations, penalty analysis, amendment detection, and pre-populated balances. Accepted: IRS.gov HTML transcript files.

Without transcripts: CSED dates, penalty history, and amendment opportunities will be unavailable or estimated.