Ten specialized agents that triage IRS notices, qualify leads at 2 a.m., chase missing documents, and watch every CSED — so nothing slips past a statutory deadline and no qualified lead ever goes cold.
Tax resolution is a clock-driven practice. CP504 to levy in 30 days. LT11 to Collection Due Process in 30. Tax Court petition in 90. A single missed window can cost a client their bank account — and your firm its reputation.
“We stopped triaging notices on Mondays. The agent does it the moment the client forwards the envelope.”
From the first cold lead to the closed file that becomes a referral — each agent does one job, exceptionally well.
Clients upload or forward CP2000, LT11, CP504 and other notices. The agent identifies the type, explains it in plain English, flags the response deadline, scores urgency, and routes the case to the right attorney with a pre-filled summary.
A 24/7 voice and chat agent that captures leads, screens for case type — audit, lien, levy, OIC, innocent spouse, FBAR — gathers balances and years, runs a conflict check, and books consultations only for qualified prospects.
Chases clients for transcripts, returns, 1099s, bank statements, and financial disclosures with personalized reminders, secure upload links, and a running checklist — until the file is complete.
Walks prospects through income, expenses, asset equity, and reasonable collection potential, producing a viability estimate so you know which leads are actually worth pursuing.
Monitors every active matter for CSEDs, response windows, appeal deadlines, and Tax Court petition cutoffs — proactively alerting the attorney before each one fires.
Proactively updates clients on case status — installment agreement accepted, awaiting IRS response, next expected date — cutting the “any update?” calls that eat staff time.
Interviews the client on first-time abatement qualification and reasonable cause factors — illness, disaster, reliance on a professional — and flags which penalties are removable.
Ingests IRS account and wage transcripts and extracts the key facts — balances by year, assessment dates, CSED calculations, missing returns, lien and levy status — in minutes.
Sends engagement letters, collects retainers, sets up fee payment plans, and follows up on outstanding invoices — keeping cash flow moving without partner involvement.
Re-engages past clients at the right moments — new tax season, prior issue resolved a year ago, estimated-payment reminders — and prompts satisfied clients for referrals and reviews.
Benchmarks, case studies, and a deployment playbook for solo practitioners and 100-attorney firms alike.
