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.