Client Intake
Start tax resolution cases with enough information to diagnose the problem correctly.
Quick answer: Good intake should identify the taxpayer, immediate collection risk, missing returns, notices, balances, prior representation and the documents needed for investigation.
Capture the immediate problem
Record the client’s notices, levy or lien concerns, deadlines and what triggered the request for help.
Map filing and balance history
Identify unfiled years, known balances, prior agreements, offers, bankruptcy or other events that may affect strategy.
Collect authorization and identity details
Prepare the information needed for representation or transcript access without waiting until after the investigation should have started.
Set expectations for investigation
Explain which records, transcripts and financial documents will be reviewed before recommending a resolution path.
Frequently asked questions
What should tax resolution intake include?
Taxpayer identity, notices, deadlines, filing history, balances, prior resolution activity, collection risk and authorization information.
Why separate intake from strategy?
The practitioner should verify transcripts and facts before committing to a resolution option based only on the initial client story.
Put the workflow into one system.
TaxRes CRM connects cases, transcripts, deadlines, communications, documents and follow-up around the actual resolution work.
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