Tax resolution operations platform

Taxpayer intelligence on three tiers

IRS reality from transcripts, financial reality from the 433, client story from consultation — layered in order, never collapsed into one source of truth.

At a glance

IRS realityWhat the Account and Wage & Income transcripts support — ledger truth.
Financial reality433 intake: NDI, assets, and ability-to-pay framing.
Human realityConsultation and case context for urgency and goals.
ReconciliationGaps between tiers surface as findings — not buried in notes.

Three tiers, one case record

Tax resolution fails when decisions mix up what the client said, what the household can pay, and what the IRS file actually shows. RESO keeps each tier explicit.

Cross-reference findings flag when intake and the ledger disagree.

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

Two Truths in the console

The V4 workspace surfaces filing posture, IRS reality, financial reality, and human reality as separate signals — so strategy does not collapse them into one narrative.

Strategy and deliverables inherit the tiers

Discovery and Strategy work product are built from Tier IRS plus Tier 433, with client story used for sequencing and tone — never as alternate ledger truth.

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Related on RESO.tax

Tax resolution intelligenceThe category this product powers.Case intelligenceUnified console and stamped facts.DiscoveryAdvisory work product from the IRS file.MethodologyThe operating standard behind every case.Get startedSee tiers on a sample case.