Tax resolution operations platform

Everything your firm runs on one case record.

RESO is the tax resolution operations platform: IRS intelligence, sellable work product, commercial close, implementation, and fee defense — on one governed case record.

Your best work shouldn’t depend on which employee opens the case.

Every trial opens with a complete sample case — transcripts through a defensible record.

First 30 days: explore the full platform on a complete sample case. Card required when you subscribe; subscription billing starts on day 31.

What RESO does

Every product is a projection of reconstructed taxpayer reality.

This page covers role-based economics and adoption. For work products, lifecycle, and platform capabilities, start at the Products hub.

Most professionals price the case
based on what the client tells them.

The client doesn't know what the IRS knows.

Without RESO

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You quote based on the client's memory of what they owe

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You discover the TFRP after you've already priced the case

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You find the expired CSED after you've negotiated a payment plan that includes it

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You submit the 433-A before you know the asset exposure risk

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You recommend OIC without running the RCP math

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You present a strategy built on incomplete information

With RESO

You run the transcripts before the follow-up call

You know the TFRP, the liens, the levies, and the CSEDs before you price anything

You see the 2016 balance expiring in 22 months — and factor it into your strategy

You know whether to file the 433-A or request CNC verbally

You have the OIC RCP calculation before you quote the engagement fee

You walk into every case with the complete picture

THE ECONOMICS

A more repeatable practice is a more profitable practice.

FOR EVERY PROFESSIONAL

The Discovery Fee

Your platform cost$49/month per team member · full platform included
Billed to client as discovery$500 – $1,500
Margin on discovery alone20x – 60x

Before you take a case, charge for the analysis. "We need to review your IRS transcripts and financial picture before we can quote resolution fees." That's standard professional practice. RESO makes it a same-day process instead of a 3-hour one. Don't sell exploratories? The same Discovery closes the implementation engagement on findings — and defends the value after.

FOR SALES REPRESENTATIVES

The Closed Engagement

Your platform cost$49/month per team member · full platform included
Average resolution engagement$3,500 – $7,500
Average commission at 20%$700 – $1,500
Closed cases to cover cost1 closed case typically covers your subscription

You don't need a better pitch. You need the facts in hand before the follow-up call. The difference between "we can probably help you" and a signed client is showing up with Discovery work product that proves you already understand their situation.

FOR EAs & SETTLEMENT OFFICERS

The Protected Reputation

Cost of a strategy errorDisputed fees. Malpractice exposure.
Cost of one bad outcomeClient who paid $5,000 for a plan that failed.
Your platform cost$49/month per team member · full platform included

The CSED you missed. The 433-A that exposed assets you didn't know about. The OIC that got rejected because the RCP was $40,000 higher than you estimated. RESO catches what manual transcript review misses on the cases you run through it.

WHO RUNS A RESO FIRST

Different role. Same advantage.

SALES REPS

Your prospect has been burned before. They've heard "we can help you" from three firms. They're comparing you on price because they have nothing else to compare.

When you call back with Discovery work product that shows exactly what the IRS has on their account, exactly what needs to happen first, and exactly how your firm would sequence it — the conversation changes. You're not pitching anymore. You're presenting.

The work product does the selling. You close the case.

Prospect owes $139,212 across 6 tax years.

Active levy. Passport certified. TFRP assessed.

RESO identifies: OIC at $8,484 — 94% forgiveness.

You present: co-branded Discovery work product with their name on it.

They sign: a $5,000 engagement.

Your cost: $49/month per team member · full platform included.

Your commission: $1,000.

THE DELIVERABLE

Discovery work product. Your firm’s name on every page. Ready to present or bill for.

Every work product is co-branded with your firm's name, logo, and contact information.

Client Summary — Plain-English "what this means for you" — client-facing, no jargon
Executive Summary — Key findings prioritized by severity and urgency
Filing History — Every year, every balance, AGI, filing status, penalties
CSED Schedule — Expiration dates, months remaining, strategic notes
Bankruptcy Eligibility — Three-rule analysis per year with earliest eligible date
Penalty & Interest Breakdown — FTF, FTP, estimated tax — with FTA analysis
Per-Year Transaction Detail — Complete IRS transaction history, decoded
Financial Profile — 433-A summary — income, expenses, assets, NDI calculation, QSV
OIC RCP Calculation — Asset equity at QSV + income component, line by line
PPIA Year-by-Year Projection — Proportional payments, CSED expiration math
Dual Program Comparison — OIC vs. PPIA when both are viable
Phased Action Plan + Scope of Work — Sequenced phases and a Scope of Work to copy into engagement letters

The findings your client sees — prioritized, plain-English, and grounded in the IRS file rather than recollection.

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

Your brand. Not ours.Every work product is co-branded with your firm's name, logo, and contact information. What your client receives carries your brand — not ours.

HOW IT WORKS

Same day. Complete picture.

01
< 1 minute

Upload Transcripts

Drop IRS HTML transcript files from IRS.gov. RESO parses every transaction code automatically. Account transcripts, Tax Return transcripts, Wage & Income, Civil Penalty — all accepted.

02
8–12 minutes

Complete the 433-A Intake

Walk through income, expenses, and assets in guided financial disclosure sections. Smart branching — business questions only if business income exists. Real-time flags surface as you enter data.

03
< 2 minutes

Generate the Strategy

RESO runs the deterministic logic engine and AI strategy layer against your case data. 20+ active practitioner rules evaluate automatically. Dual program comparison when both OIC and PPIA are viable.

04
Same day

Deliver the Work Product

Co-branded Discovery and Strategy work product, preserved on the case record and exported as a client-ready PDF. Present it in the client meeting, bill it as Discovery, and carry it into scope, implementation, and retention.

And after the close, the same case record runs the implementation: program work plans seeded from playbooks, deadlines projected from the parsed IRS ledger onto the firm calendar, and manager escalation when a case stalls. See how the practice runs day to day, or how firms sell and deliver tax relief as one motion.

app.reso.tax/manage
The RESO manager dashboard — firm-wide case health, at-risk cases with named reasons, and caseload by staff after the engagement closes
The owner's view once cases are in flight: every matter's health, named blockers, and who owns the work.

COMMON QUESTIONS

What people ask before they start.

$49/month per team member · full platform included · Full pricing · 1000+ cases/yr: contact sales

Bill client deliverables as discovery or analysis at $500–$3,500. Strong margins on top of $49/month per team member · full platform included.

Build a repeatable, defensible tax resolution practice.

Your best work shouldn’t depend on which employee opens the case.