Tax resolution software
RESO.tax is the operating system that runs a tax resolution firm — from the first client conversation to the final defensible work product and retention record.
Including the work product you’d hand the client.
First 30 days: card required when you subscribe, usage tracked, $0 due on your first usage invoice. Platform fee starts on day 31 via your subscription.
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 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.
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.
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
THE DELIVERABLE
Every work product is co-branded with your firm's name, logo, and contact information.
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
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.
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.
COMMON QUESTIONS
$249/month full delivery infrastructure · Intelligence credits metered · No per-seat or per-case rent · Full pricing · 1000+ cases/yr: contact sales
Bill client deliverables as discovery or analysis at $500–$3,500. Strong margins after your platform fee and metered intelligence credits.
Your best work shouldn’t depend on which employee opens the case.