Category

Tax resolution intelligence — the case picture, not a transcript dump

Tax resolution intelligence is reconstructing what the IRS file, the 433, and the client story each support — then putting that picture on a governed case record a firm can brief, bill, and defend. RESO does this for enrolled agents, CPAs, and resolution firms. Core starts at $99/month plus $9 per case. It is not a consumer product.

At a glance

IRS realityBalances, CSED, liens, levies, and posting sequence from transcripts.
Financial reality433 ability-to-pay — not a substitute for the ledger.
Human realityConsultation and urgency, layered for sequencing — not ledger truth.
A deliverableThe picture lands in Discovery your firm presents and bills.

What tax resolution intelligence is

The IRS file, the household economics, and what the client remembers are three different truths. Intelligence is keeping them labeled, reconciling the gaps, and producing a picture the firm can act on — not averaging them into a vibe.

RESO Core IRS findings: balance by period, liens, unfiled years, and collection-statute clock.
RESO Core outstanding-balance chart from IRS transcripts, with levy, CNC, and collection-statute markers.

Business files need a different reconstruction

When the taxpayer is a business, the file is BMF — 941 quarters, 940 and 1120, liens, CNC/IA, and TFRP. That is still tax resolution intelligence, on a different transcript family.

RESO Bus. Discovery: entity history and Form 941 filing-compliance heatmap from IRS business transcripts.
RESO Bus. Discovery: liens, levies, CDP, CNC and IA history, and trust-fund exposure from business transcripts.

Business Transcript Discovery →

Where it lives in RESO

Case intelligence is the unified read. Taxpayer intelligence is the three-tier model. Discovery is the client-facing product. This page is the category those products belong to.

  • Case intelligence — one screen of stamped facts
  • Taxpayer intelligence — IRS / 433 / client story kept distinct
  • Discovery — the billable work product

Frequently asked questions

What is tax resolution intelligence?

Tax resolution intelligence is a governed reconstruction of IRS, financial, and human reality from transcripts and 433 — not a decoded PDF and not an AI chat. RESO lands it in Discovery work product. Core is $99/month plus $9 per case, for tax professionals only.

How is it different from transcript software?

Transcript software renders or monitors the file. Intelligence keeps authority tiers distinct, surfaces contradictions, and carries the facts into strategy and fee defense on the same case.

Is tax resolution intelligence for taxpayers?

No. RESO is licensed by firms. Taxpayers work with a credentialed practitioner.

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Related on RESO.tax

Case intelligenceThe unified console this category powers.Taxpayer intelligenceThree reality tiers on one record.DiscoveryWhere the picture becomes a billable deliverable.IRS transcript analysis softwareParsing upstream of intelligence.Tax relief intelligenceThe same stack used to qualify and close relief.Core pricingRESO Core from $99/mo + $9/case per case; Office from $1,000/mo. Unlimited team members on both.Get startedRun Discovery on a case of your own.