Most preparers don't skip resolution because clients don't need it — they skip it because there's no fast, professional container for the work. RESO is that container: structured intake + transcript decode + PDF you can hand to the client.
A practical motion
- Identify prep clients with multi-year balances or IRS notices.
- Charge a discovery or consult fee for transcript pull + analysis.
- Present the RESO report as the agenda for next steps — referral, in-house EA, or hybrid.
Stay in scope
Use RESO as analysis support alongside your licensing and representation rules. Many firms pair preparers with EAs or counsel for representation while still monetizing the diagnostic phase.
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