Work / Modern tax resolution
The tax resolution workflow
Modern tax resolution follows an evidence-led operating model: Discovery → Understanding → Strategy → Work → Verification. A recommendation alone does not resolve an IRS problem, and a submission alone does not prove the outcome.
Section 01
Discovery
Begin with the relevant IRS records. Establish balances, assessments, payments, penalties, filing information, account events, and dates without assuming that recollection or one notice tells the whole story.
Section 02
Understanding
Combine IRS Truth with Financial Truth and Human Truth. Income, expenses, assets, liabilities, cash flow, circumstances, goals, and constraints create the case context that records alone cannot provide.
Section 03
Strategy
Facts before programs. Evaluate potentially appropriate paths only after the evidence is established, and do not confuse a path worth evaluating with guaranteed eligibility.
Section 04
Work
Convert the selected strategy into concrete execution.
- Required documents and financial information
- Forms and signatures
- Owned tasks and deadlines
- Submissions to the IRS
- Follow-up, case history, and communications
Section 05
Verification → IRS Truth again
Execution is not the finish line. Return to appropriate IRS evidence to determine whether the action was processed, what changed, and whether more work remains. The result becomes the starting truth for the next decision.
Next records