Strategy

Strategy that matches the IRS file

Resolution planning is not a slide deck in someone's head. It is the governed work product that orders options, documents caution flags, and sequences implementation — congruent with Discovery on the same case.

What firms deliver

The Strategy report is the deliverable: a governed document that ranks the viable programs, records the caution flags, and sequences implementation against the IRS file and the financial profile. It is the artifact you scope, present, and bill — distinct from the tracker that runs the work afterward.

• Ranked resolution options with rationale tied to ledger and financial profile
• Phased action sequence your team can execute and defend
• Scope-ready language for engagement packaging
• Implementation handoff without reinventing the case narrative

Where it sits in the engagement

Strategy is the plan; the Resolution tracker is the execution. Once strategy is delivered, the same case record drives the work plan — attested steps, IRS-sourced deadlines, and stage gates — so nothing falls between the strategy and the filing.

• Generate strategy.
• Deliver professional work product.
• Guide implementation.
• Verify work performed.

Repeatable · defensible

Your clients deserve your firm’s methodology, not your employees’ memory.