Tax Resolution Hub helps tax firms review transcript-heavy cases, identify strategy issues, and move from intake to paid resolution work with less manual drag.
The first money moment is not the form. It is the diagnosis: what happened, what is urgent, what the client actually needs, and how confidently your firm can price the work.
Pull the transcripts your team needs and organize the facts faster, so qualified prospects can move from raw IRS data to a real consult, scope, and engagement conversation.
Balances, transaction codes, CSED dates, penalties, filing gaps, and notices become structured case intelligence instead of scattered transcript lines.
Resolution calculators help turn case facts into scoped strategy paths, making it easier to explain the problem, defend the fee, and avoid underselling complex work.
Give preparers and support staff a consistent workflow for assembling case facts, so senior practitioners spend more time on judgment and less time on transcript sorting.
Unfiled years, penalty patterns, collection notices, wage and income mismatches, and entity issues can change the engagement. The system helps surface those details early.
Client records, transcripts, resolution analysis, Form 433, change history, and documents stay connected so the firm is not rebuilding context every time the case moves.
Tax Resolution Hub is built around the firm economics of resolution work: faster diagnosis, stronger strategy, better scoping, and more usable senior time.
Resolution work gets expensive when the important year, entity, wage record, or filing gap is buried somewhere else. If your CAF is authorized, Tax Resolution Hub keeps the transcript request path inside one workflow.
Coverage includes the transcript and form families firms most often need when scoping a resolution case:
Contingent upon proper authorization. Your CAF number must be registered and authorized for the taxpayer and form types requested.
The launch CTA is simple: create an account, download the desktop app, connect your firm, and use transcripts to move resolution work forward.
Create your AdvisoryLift account, then download Tax Resolution Hub from the app workspace once access is active.
Add firm details, CAF readiness, and IRS A2A configuration so transcript retrieval can happen inside the workflow.
Add clients, select modules and years, dispatch requests, and collect the raw material needed for a real strategy conversation.
Review parsed transcript data, compare resolution paths, generate forms, and move the client toward paid case work.
Every CP, LT, LTR, and 668 notice mapped to plain-English meaning and urgency tier, so the firm can separate routine transcript noise from work that affects strategy, client expectations, and fee scope.
Every notice tagged red / orange / gray. Open a client and the work that could change the consult rises to the top.
IRS collection notices are a ladder. AdvisoryLift shows you the rung. Is this a first-notice nudge or the last one before a levy? Answer is instant.
Generate a color-coded Word document of notice activity across the roster. Red clients first, then the cases that can wait.
Notice details are pulled forward and tagged with urgency, so practitioner time goes into resolution judgment instead of transcript archaeology.
Calculates Reasonable Collection Potential, compares lump sum vs. periodic payment, estimates minimum offer amount, and generates Form 656 with attachments.
Models guaranteed, streamlined, non-streamlined, and partial-pay scenarios across 24, 36, 72, and 84-month terms. Pre-fills Form 9465 and 433-D.
Evaluates first-time abatement eligibility, identifies abatable penalty years, estimates refund amounts including accrued interest on previously paid penalties.
Assesses financial hardship with debt-to-income ratios, expense analysis, and federal poverty level comparisons. Models CNC wait-out scenarios through CSED.
Compares five resolution strategies accounting for collection statute expiration: full pay, partial pay, CNC wait-out, reduced payment, and OIC settlement.
Side-by-side comparison of 10 collection options — from full pay to bankruptcy — ranked by total cost with eligibility screening for each path.
AdvisoryLift is launching with one focused product: Tax Resolution Hub for transcript-heavy tax resolution work.
Already have an account? Sign in to AdvisoryLift.
A practical checklist for turning raw IRS transcripts into a sharper intake consult, better strategy conversation, and clearer paid engagement scope.
First-pass capture uses email handoff while the mailing-list backend is wired. We will send the worksheet and product updates from AdvisoryLift.
Tax Resolution Hub is intentionally specific: transcripts, notices, POAs, forms, financials, reports, and the case artifacts resolution firms touch every day.
AdvisoryLift can also help firms think through private AWS deployment, custom workflow automation, and firm-specific AI operations. That is a separate conversation from the Tax Resolution Hub launch funnel.
Create your AdvisoryLift account, download Tax Resolution Hub, and start turning IRS transcript work into clearer resolution strategy.
Support can help with account access, desktop download, IRS A2A readiness, and launch workflow questions.