Guides

Practical playbooks for revenue and rigor

Written for practitioners and operators — cross-linked to the glossary, FAQ, and role pages.

How to start a tax resolution practiceCredentials, typical fee ranges, the minimum viable stack, the first ten clients, and a realistic first-90-days plan — solo or small team.Open guide →Adding tax resolution to a tax prep practiceFind resolution candidates already in your book, triage with transcripts before committing, price the new line, and run it without hiring.Open guide →The tax resolution sales playbookWhy selling hope produces refunds and chargebacks — and how deliverable-led closers sell paid Discovery, close on findings, and keep what they book.Open guide →Why tax resolution firms lose money after the saleHow margin leaks after close through expectation gaps, scope drift, rework, fee disputes, and invisible waiting-on-the-IRS work.Open guide →When IRS transcript review breaks down in a growing firmWhy heroic transcript review fails past one practitioner, and how standardized Discovery work product keeps findings consistent.Open guide →Proving a tax resolution case is completeWhy a closed status proves little, what a defensible completion record contains, and how Work Verification changes refund conversations.Open guide →Qualify before you quoteA transcript-first workflow so retainers and discovery fees match IRS reality — fewer surprises after the check clears.Open guide →Offer in compromise eligibility from transcriptsWhy OIC conversations start with assessments, audits, and collection flags — not just “how much do you owe?”Open guide →How to read IRS transcripts (full guide)TC codes, CSED basics, transcript types, and a six-step practitioner workflow.Open guide →

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