Tax resolution operations platform

Tax resolution operations platform

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

At a glance

IntelligenceTranscript, case, and taxpayer intelligence on tiered reality.
Work productsDiscovery, Strategy, and Work Verification you can sell.
CommercialSales, addendums, e-sign, and billing on the record.
DefenseAttestation log and fee verification when disputes land.

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

Your case record runs the engagement — pipeline and contacts are one layer, not the product category.

One console over the governed case record.

app.reso.tax/v4
RESOAcme Tax Group
PulseCasesCalendarLibraryManageBackOffice
Find a case or go anywhere… ⌘K
AdvisorBHBill Howards EA
Firm pulse32portal uploads overnight18awaiting EA signoff72staff policy attestations
MW

Marcus Webb

A1G-2025-0000024

Individual · Active · Resolution · POA on file

Discovery
Strategy
Work
Verification
OverviewTwo TruthsFinancials & RCPPlanFormsDocumentsReportBilling
Attestation ledger stampedChargeback defense readyWork Verification on record

Work phase$253,856 assessedNearest CSED 64 mo

Total Liability

$253,856

4 tax years

RCP (lump-sum)

$123,248

Reasonable Collection Potential

Est. OIC Savings

$130,608

51% of balance

Nearest CSED

64 mo

Collection statute expiration

Balance by tax year

liability · penalties · interest
2022
$98,240
2023
$84,112
2024
$60,504
2025
$38,000

Upcoming deadlines

Jun 16

CP504 response due

Marcus Webb · Notice response

Jun 19

Pull updated account transcripts

Elena Vasquez · Internal

Jul 12

Offer package mailed to COIC unit

Marcus Webb · OIC step

More than a CRM

  • Produces sellable advisory work product — not just stores cases
  • Runs program work plans with IRS-sourced deadlines
  • Defends fees with attestations tied to evidence
  • Preserves methodology when staff changes

Explore by capability

Start from work products, intelligence, commercial tools, or operations — all routes lead to the same case record.

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