THE TAXRES RESOURCE CENTER / FIELD GUIDES
Practical knowledge.
Better outcomes.
In-depth guides on IRS transcripts, CSED calculations, collection work and practice management — plus software guides for firms evaluating a purpose-built tax resolution CRM.
Tax resolution software guides
Practitioner guides
How to Read an IRS Account Transcript
Transaction codes, CSED calculation, notice flags, and the six data points that drive every resolution decision — explained for practitioners.
Offer in Compromise Workflow for Tax Resolution Firms
From transcript review and financial analysis through submission, examiner follow-up, acceptance or appeal.
Tax Resolution Case Workflow: Intake to Resolution
A practical end-to-end workflow for authorization, transcripts, diagnosis, strategy, deadlines, representation and closeout.
Understanding IRS Transaction Codes
A complete practitioner reference — what each code means, which ones toll the CSED, and which ones require action within days.
IRS Payment Plan Workflow for Tax Resolution Firms
A practical IRS installment agreement workflow for tax resolution firms covering transcripts, compliance, financial review, proposal, submission and follow-up.
IRS Penalty Abatement Workflow for Tax Resolution Firms
A workflow guide for IRS penalty abatement cases covering eligibility review, transcript history, reasonable cause facts, submission and follow-up.
Form 2848 Power of Attorney Workflow Guide
A practical Form 2848 workflow for tax resolution firms covering taxpayer details, tax matters, signatures, CAF submission, rejection and verification.
IRS Levy Release Workflow for Tax Resolution Firms
A practical IRS levy-release workflow covering notice review, account status, hardship facts, financial documents, IRS contact and release confirmation.
IRS Notice Tracking Workflow Guide
A practical IRS notice workflow for tax resolution practices covering intake, deadline calculation, assignment, response, mailing and outcome tracking.
Form 433 Financial Analysis Workflow Guide
A practitioner workflow for Form 433 financial analysis covering income, expenses, assets, equity, documentation, standards and review.
IRS Appeals Case Workflow Guide
A practical IRS appeals workflow for tax resolution firms covering adverse action, protest, deadlines, evidence, conferences and outcome tracking.
Tax Resolution Client Intake Checklist
A client intake checklist for tax resolution firms covering notices, authorization, filing history, balances, income, assets, goals and urgency.
IRS Transcript Management Workflow Guide
A workflow guide for requesting, organizing, reviewing and documenting IRS transcripts inside a tax resolution practice.
Tax Resolution Case Closeout Checklist
A closeout checklist for tax resolution firms covering outcome verification, client instructions, documents, balances, deadlines and final case notes.