Discovery Work Product

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

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.