IRS representation software
RESO reads IRS evidence, identifies compliance gaps, guides strategy, manages the engagement, and preserves a governed record through completion.
Case activity
RESO is advancing this case
RESO analyzed the case
Reviewed 6 years of IRS transcripts, financials, and case documents.
Strategy prepared
Offer in Compromise identified as the strongest resolution path.
Estimated RCP: $123,248
Client documents requested
RESO requested two missing bank statements and scheduled follow-up.
Ready for practitioner review
Financial analysis and resolution strategy prepared.
Review strategy →Case activity
RESO is advancing this case
RESO analyzed the case
Reviewed 6 years of IRS transcripts, financials, and case documents.
Strategy prepared
Offer in Compromise identified as the strongest resolution path.
Estimated RCP: $123,248
Client documents requested
RESO requested two missing bank statements and scheduled follow-up.
Ready for practitioner review
Financial analysis and resolution strategy prepared.
Review strategy →RESO advances the case automatically — you review and approve when judgment is needed.
What representation firms need
Representation firms run dozens of engagement types — not just collection cases. Each one needs the same governed record: IRS file truth, financial reality, client context, professional judgment, and a defensible path to completion.
RESO is IRS representation software that keeps tax resolution, tax relief, compliance, and ongoing representation on one platform — so practitioners stop rebuilding the case every time the engagement changes shape.
From the first notice through appeals and retention — one record, one reasoning chain, one firm standard.
Purpose-built for enrolled agents, CPAs, and attorneys who represent taxpayers before the IRS.
Evidence connected
Total balance
$253,856
Open tax years
2019–2023
Enforcement
Federal lien · CP504
Missing 2022 return blocks OIC until compliance is current. Partial-pay IA is the supportable first move.
Recommended next action
Prepare Discovery report · request 2022 return · draft partial-pay IA strategy
Discovery deliverable ready for practitioner review
Every engagement type
This software supports virtually every type of IRS representation engagement — not a separate workflow for each program. The case record carries evidence, decisions, and deliverables whether you are closing compliance gaps or negotiating an offer in compromise.
Tax resolution and tax relief remain core — they live inside a platform built for the full scope of IRS representation work. Explore our tax resolution software and tax relief software pages for program-specific depth.
Analyze
Upload account and wage transcripts, notices, and supporting documents. RESO reconstructs balances, filing posture, collection activity, and program eligibility — then produces recommendations your team can review before the first client meeting. See also our dedicated IRS transcript analysis software.
The case record
Evidence, communications, strategy, implementation steps, deadlines, billing, and outcomes stay connected from intake through retention — whether the engagement is a notice response, an installment agreement, or a multi-year tax resolution matter.
Governed case record
A1G-2025-0000024
Governed case record
Practitioner question
Marcus Webb · Should we pursue an Offer in Compromise as the first move?
Not as the first move.
TC 582 lien on file · six transcript years reconcile to $253,856 total balance.
IRS account transcriptRCP models to ≈ $118,248 — reasonable collection potential sits above a defensible OIC offer.
433-A · Section B2022 return is still unfiled. Compliance must close before Offer in Compromise is viable.
Case postureRecommend a partial-pay installment agreement first — then re-evaluate OIC once compliance is current.
DefensibleReady for practitioner reviewPractitioner decision
Approved · Mar 12 · J. Bridges, EA
Why representation firms choose RESO
Generic CRMs and tax resolution software organize cases. RESO helps practitioners reconstruct taxpayer reality, evaluate every resolution path — IA, CNC, OIC, abatement, appeals — and preserve the reasoning chain your firm can explain to clients, partners, and reviewers.
Tax resolution software gets you part of the way. IRS representation software should carry the whole engagement — discovery through completion — without losing context when the case escalates.
Built for every stage
The same case record advances from first contact through verification and retention — whether you are qualifying a lead, selling tax relief, or closing an accepted offer.
One engagement · One record
A1G-2025-0000024
Discovery
CompleteDiscovery report stamped
6 transcript years · compliance gaps flagged
Strategy
CompletePartial-pay IA recommended
OIC sequenced after compliance closes
Implementation
ActiveForm 433 complete · IA package
CDP deadline tracked on the record
Verification
QueuedWork Verification exported
Attestation ledger · fee summary on file
Retention
QueuedRetention brief captured
Firm learning preserved post-close
Firm operations
Beyond individual cases, RESO gives the firm visibility into stalled work, overloaded teams, and inconsistent delivery — across specialties and offices.
Firm health should not depend on exporting yesterday’s data into a spreadsheet.
Case status
Waiting on your firm
Signed engagement not recorded
Your firmRecord engagement or request client signature
2022 return still unfiled
ClientSend compliance checklist · portal reminder scheduled
IRS account transcript refresh
RESOPulling updated transcripts overnight
If nothing changes
Delivery remains blocked · client follow-up scheduled Mar 14
Escalate
The case is waiting on us — not the taxpayer.
When representation work stalls, RESO surfaces what is blocking progress.
Missing 433 sections, unanswered client requests, approaching deadlines, and program prerequisites stay visible — across collection cases, compliance projects, and full tax resolution engagements.
Protect
When a tax relief sale is questioned, an OIC is reviewed internally, or a client disputes fees, the firm exports the complete reasoning chain — not notes rebuilt from memory. Tax resolution firms use RESO to protect revenue; representation firms use it to protect judgment.
Decision ledger
Marcus Webb · Every decision traceable
Mar 8 · 2:14 PM
IRS posture verified — OIC pathway viable
Mar 10 · 4:02 PM
Partial-pay IA recommended before OIC
Mar 12 · 9:31 AM
Work product stamped · fee defense ready
Representation work continues between practitioner decisions.
Collect
Portal gathers transcripts, notices, and financials.
Remind
Follow-ups keep compliance and collection cases moving.
Monitor
Advisor watches for new notices and posting changes.
Advance
Workflows progress as each program requirement is met.
Built for IRS representation professionals
Migration dashboard
Parallel run — safe, measurable switch
Cases imported
1,248
Documents imported
9,842
Staff onboarded
18 of 24
IRS Logics
1,248 cases
RESO
1,206 live
Migration
You do not need a forced cutover to gain governed case intelligence across your representation work.
Traditional tax resolution software helps firms organize cases. RESO helps the team understand the IRS file, choose the right program path, and finish the engagement — whether that is compliance, collection, or full tax relief.
| Capability | Typical CRM | RESO |
|---|---|---|
| Stores case information | Yes | Yes |
| Connects evidence across the case | Often separate | Connected |
| Surfaces missing facts and risk | Manual review | Built in |
| Recommends next actions | Varies | Case-aware |
| Produces client-ready work | Usually manual | Yes |
| Keeps responsibility and waiting visible | Limited | Yes |
Your path to adoption
See the difference
Run a real case through RESO — notices, transcripts, collection posture, and program options on one record. Compare against dedicated tax resolution software and tax relief workflows when you are ready.