THE DISCOVERY PLAY
From the first sales call to final IRS negotiation — transcripts decoded, strategy built, report ready to present or bill for. RESO is the intelligence layer that makes every touchpoint more effective.
The client doesn't know what the IRS knows.
Without RESO
You quote based on the client's memory of what they owe
You discover the TFRP after you've already priced the case
You find the expired CSED after you've negotiated a payment plan that includes it
You submit the 433-A before you know the asset exposure risk
You recommend OIC without running the RCP math
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
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 10-minute process instead of a 3-hour one.
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 a 25-page analysis that proves you already understand their situation.
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 — every time, on every case.
WHO RUNS A RESO FIRST
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 a 25-page analysis that shows exactly what the IRS has on their account, exactly what they qualify for, and exactly what needs to happen first — the conversation changes. You're not pitching anymore. You're presenting.
The report 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: a 25-page analysis with their name on it.
They sign: a $5,000 engagement.
Your cost: $249/month + $25/strategy.
Your commission: $1,000.
You don't need to be taught IRS resolution. You've been doing it for years. What RESO gives you is time back and a client-ready deliverable.
The analysis you'd spend 3 hours building manually — RESO produces in minutes. The 25-page report you'd normally charge $500 to produce — RESO generates a $25 per strategy report (on top of $249/month firm subscription) and puts your firm's name on every page.
Run it before every new client intake. Run it before every IRS call. Run it when a case goes sideways and you need to rebuild the strategy from the transcript up.
New client intake call scheduled for Thursday.
Client uploaded transcripts Wednesday night.
Thursday morning: you open RESO.
Thursday 9:15am: you have a 25-page analysis.
Thursday 10:00am: you walk in knowing more than the client does.
Intake call becomes engagement signing.
Every filing season client who owes the IRS is a resolution consulting opportunity. Most preparers walk away from it because they don't have the infrastructure to evaluate resolution cases quickly.
RESO is the infrastructure. Upload the transcripts, complete the intake, generate the strategy. Bill it as a resolution consultation. Add $500–$1,500 per case to your April revenue without adding a single staff member.
You already have the relationships. RESO gives you the product.
Client comes in for their annual return.
They mention they still owe from 2019 and 2020.
Old answer: "You should talk to a resolution specialist."
New answer: "Let me pull your transcripts and we'll look at your options."
30 minutes. $500 consultation fee. RESO report in hand.
Referral to your resolution services — or keep it in-house.
Your settlement officers are only as good as the information they're working from. Your sales team is only as effective as the data they have in hand. Your firm's reputation depends on every case starting from a complete picture.
RESO makes $249/month + $25/strategy the standard intake for every new case. Not sometimes. Every time. Before the IRS call. Before the strategy. Before the fee agreement.
That cost of knowing is nothing against the cost of a strategy built on incomplete information.
Your firm takes 30 new cases per month.
Cases with strategy errors prevented: even one.
Average disputed fee: $3,500.
Net: $2,750 saved. Every month.
Plus: your team walks into every case with the complete picture.
THE DELIVERABLE
Every report is co-branded with your firm's name, logo, and contact information.
Your brand. Not ours. Every report is co-branded with your firm's name, logo, and contact information. The report your client receives carries your brand — not ours.
HOW IT WORKS
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.
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.
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.
A 25-page co-branded PDF delivered instantly. Present it in the client meeting, email it as a follow-up, or keep it in the case file. Bill it as discovery, analysis, or include it in the engagement fee.
COMMON QUESTIONS
$249/month + $25/strategy. First 3 strategy reports free. No credit card required.
Bill it as a discovery or analysis fee at $500–$3,500. Strong margins on discovery fees after your firm subscription.
First 3 strategy reports free. No credit card required.
Your clients' IRS files are waiting.