Taxpayers with a real liability, on the phone with your enrolled agent.

What gets established before your licensed staff pick up

Facts the taxpayer states. Nothing more.

Qualification here is almost entirely a matter of asking clearly and writing down what is said. A taxpayer who has opened three envelopes from the IRS this month generally knows the answers.

The balance

Roughly what is owed, and to whom: federal, state, or both. Self-reported and captured as self-reported, because the transcript is your firm's work and not the floor's.

The notices

What has actually arrived. A notice of intent to levy, a lien filing, a wage garnishment already in progress and a first balance-due letter are four different levels of urgency, and which one is on the kitchen table decides whether this consultation happens today or next week.

The years

Which tax years are involved and how many returns are unfiled. Unfiled years change the scope of the engagement more than the balance does, and it is the question most floors forget to ask.

The situation behind it

Employed, self-employed, a business with payroll exposure, a spouse involved. Enough for your team to know whether they are opening an individual case or something with an entity behind it.

The ability to engage

Whether the taxpayer can actually pay for representation, asked plainly and early. It is kinder than a consultation that ends in an apology, and it is why your enrolled agent's calendar stays worth something.

The booked consultation

Placed directly into your licensed staff's calendar with the notes and the recording attached, so the first thing your enrolled agent reads is a file rather than a name and a phone number.

What the floor will not say

No outcomes, no advice, no exceptions.

Representation before the IRS is licensed work, and the exposure belongs to your firm. This is the one category where we hard-code the limits into the script rather than trusting an agent's judgement on a good call.

No outcome promised

Agents do not say a liability can be reduced, settled, forgiven or removed, do not estimate a settlement, and do not tell a taxpayer they qualify for any program. Whether an offer in compromise, an instalment agreement or a penalty abatement is even on the table is a conclusion your licensed staff reach from a transcript.

No tax advice

Agents do not advise on filing, on what to do about a notice, on whether to respond, or on anything that is practice before the IRS. Those questions are the reason for the consultation and the script routes them there.

Your scripts and disclosures

Approved by your compliance team before launch and not changed without them. In this category that review is the gate on the launch date, and it should be.

Consent and suppression

We dial the records you provide on the consent basis you provide them under, and your suppression and do-not-call lists are applied as you supply them.

Every call, scored on compliance first

Every call is recorded, transcribed and scored by our AI QA system, calibrated by a five-person QA team that reports daily. An agent drifting toward an outcome promise shows up in the scoring the same day, with the recording, rather than in a complaint six weeks later.

The work around the engagement

Document chasing is a calling problem.

Most tax resolution firms lose time in the same place: between the signature and the complete file. Forms are unsigned, a prior-year return never arrives, the bank statements are half there, and the case sits while somebody who should be preparing a submission sends a fourth email.

That is dialing work, and the same floor can do it. Onboarding calls in the first days so the client hears a voice rather than a portal link, document chasing against your checklist until the file is complete, appointment reminders before a consultation is missed, and status calls at the points where clients go quiet and start doubting they hired the right firm.

It is the same work described in our customer service and retention lanes, pointed at your case pipeline. Firms usually add it once the engagement side is running and the bottleneck moves from getting signatures to closing files.

What it costs

Per result. Not per seat, not per hour.

You pay against the number we agree to own, which for most tax resolution clients is the qualified consultation or the signed engagement. There is no setup fee, no seat fee, and nothing billed during recruiting and training.

The rate moves with how strict your criteria are: the balance floor you will take, whether you accept unfiled-only cases, which states, and the volume you need in a month. A firm that only wants federal balances above a high floor with documented ability to pay costs more per engagement than one with a wide gate. We quote it once we have seen your criteria, on the first call, not from a price list.

There is no minimum commitment. If it does not work, wind it down with notice. You will have paid for the results you accepted and nothing for the infrastructure behind them.

The first thirty days

Live in three to ten days, calibrated in the first two weeks.

Recruiting against your customer profile and training on your service lines run in parallel, which is what makes three to ten days from signed terms possible. In this category the script and disclosure review on your side is almost always what sets the launch date, and we would rather it did.

Then a soft launch at reduced volume while scoring calibrates. The first two weeks are where the criteria on paper meet taxpayers on the phone: the balance floor is wrong, the notice question needs rewording, the ability-to-pay question is landing harshly and costing conversations that were real. All of it gets adjusted while the volume is small.

After that you get a daily report against one number, and a floor you are welcome to visit. Listen to live calls before they reach your enrolled agents. In this category it is worth doing in the first week, not the first quarter.