Professional case review · from $99

Know where your client stands before making a recommendation.

Upload client IRS transcripts and receive the same case review resolution firms use before recommending a strategy—ready to present, bill, or include in your consultation.

Don’t quote a resolution path before you’ve read what the IRS records actually show.

Whether you run intake solo or across a firm, you’ll recommend strategy from the IRS file—not guesswork.

Billable Client Resolution Report

Co-brandable PDF · ready for consultation or client delivery

Executive summary

Client transcript file supports partial-pay IA before OIC discussion.

Missing 2022 return blocks offer work — compliance path is the first recommendation.

Balance

$47,218

Strategy

Partial-pay IA · OIC after compliance

Collection status

Federal lien · CP504 notice

Timeline

Lien filed 2021 · review before consultation

Next steps

Present Discovery · request 2022 return

What you’ll deliver

✓Win more consultations with evidence-backed recommendations
✓Produce a billable deliverable clients understand
✓See collection status and missing filings
✓Compare payment options and OIC eligibility
✓Know whether professional help is worth quoting
✓Present recommendations with confidence

Why firms trust RESO

✓Used by professional tax resolution firms
✓Secure encrypted document handling
✓Client data is never sold
✓Billable deliverable your firm can present
✓Volume pricing · included with RESO subscription

If the IRS records don’t support a complete review, we’ll tell you exactly what’s missing before you quote the client.

What happens after payment

Upload client IRS transcripts
Answer a few case questions
We analyze the IRS records
Receive your billable case deliverable

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