Sales & intake

Put a senior practitioner on every sales call

Transcript-grounded consultations and co-branded Discovery on every call — for resolution intake teams.

30-day free trial · then $49/month per team member · no credit card required

app.reso.tax/v3/cases

Critical findings

Prioritized by enforcement urgency · grounded in transcript codes

4 flags

Federal tax lien filedCritical

TC 582 posted 01/13/2025 · CDP hearing rights open

2022

Substitute return (SFR) assessmentCritical

TC 150 $0 + TC 290 $21,440 · original return replaces SFR

2022

Missing withholding creditRecovery

No TC 806 vs W&I withholding $13,500 · CP 0023 issued

2021

First-Time Abatement eligibleRelief

TC 166 / 276 late penalties · clean prior 3 years

2020