Strategy / Modern tax resolution
Tax resolution strategy
Strategy is where IRS truth, financial truth, and human truth converge. The goal is not to sell a predetermined program but to determine which paths deserve evaluation based on the actual case.
Authoritative record
IRS Truth
Source verified- Transcripts
- Balances
- Account history
Quantitative analysis
Financial Truth
Analyzed- Income / expenses
- Assets / equity
- Ability to pay
Documented context
Human Truth
Documented- Circumstances
- Goals
- Constraints
Evidence converged
Case State
Established caseEvidence comes in. Understanding comes out.
IRS, financial, and human truth establish the current Case State. The Case State determines strategy, strategy directs execution, and authoritative evidence verifies the observed outcome. New evidence then refreshes the Case State.
Section 01
Facts before programs
The workflow is discover facts, evaluate available paths, compare tradeoffs, then choose a strategy. Beginning with a program and working backward distorts the case.
Section 02
Paths worth evaluating
Depending on the facts, several IRS resolution paths may deserve consideration.
- Installment agreements
- Offer in Compromise
- Currently Not Collectible
- Penalty relief
- Filing and compliance work
- Collection responses
Section 03
No promises of eligibility
Identifying a path worth evaluating is not the same as qualifying for it. Good software narrows the possibilities honestly rather than guaranteeing an outcome.
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