More ways to help the clients you already serve.
Offer your clients 94 resolution, compliance, and planning services, sold in your firm’s name and delivered by our team, the right way. Built for tax resolution firms, CPA and EA offices, attorneys, and the advisors your clients already trust.
You keep the client. We do the specialized work.
| CODE | EXPLANATION OF TRANSACTION | DATE | AMOUNT |
|---|---|---|---|
| 150 | Tax return filed | 11-20-2023 | $18,412.00 |
| 166 | Penalty for late filing of tax returnPenalty Removal | 11-20-2023 | $4,142.70 |
| 922 | Review of unreported incomeIncome Mismatch Response | 02-05-2024 | $0.00 |
| 582 | Lien placed on assets due to balance owedClear a Tax Lien | 04-22-2024 | $0.00 |
| 971 | Installment agreement establishedResolved by your firm | 08-19-2024 | $0.00 |
Fix the problem. Fix the cause. Get ahead.
That’s the client-for-life cycle. Every client on your books needs more than the case you sold. Move them from resolution to compliance to planning, and each step is another service sold and another reason they stay with your firm. Most firms stop at the first step. We cover all three, plus custom work for cases that don’t fit a package.
By the time the equipment is tagged, the notices stopped being optional.
Resolve
Fix the problem.
Stop the pressure and settle the debt. 28 services.
Plan
Get ahead.
Lower the bill from here forward. 48 services.
Plus 3 custom services, reviewed and bid in writing, for unusual cases. 94 services in all.
The service nobody sold is often the one holding the case up. No books means no P&L. No P&L means no accurate Schedule C or 1120-S. No returns means no payment plan or settlement. We rebuild the books, the returns get filed, and the case moves again.
See how Next Step worksBuilt for the professionals your clients already trust.
If your clients bring you tax problems you can’t solve in house, we fill the gap. You keep the relationship and the credit. Our team does the specialized work.
Tax resolution firms
Sell the next step after every case, or hand us the casework behind your sales team.
How it works for youCPA and EA firms
Say yes to IRS collection, payroll tax, and back-filing work without building a resolution team.
How it works for youAttorneys
Pair your legal work with the tax analysis, filings, and IRS representation behind it.
How it works for youDebt resolution companies
Give clients with tax debt a qualified tax team instead of turning them away.
How it works for youFinancial advisors and insurance professionals
Help clients clear the tax problem in the way, so the planning conversation can start.
How it works for youBookkeepers and payroll providers
When a client falls behind on returns or payroll deposits, bring in a team that fixes it with you.
How it works for youThree ways to work with us
Every engagement starts with a warm handoff from a firm the client already trusts. We don’t chase cold leads. We put our energy into the work, and we never compete with you for clients.
Next Step services
Keep doing what your firm does today and add the compliance, planning, and specialty work you’d otherwise turn away. Our sales team sells it on your behalf, or your team sells it with our training.
Hand us the full casework
Your firm sells and owns the client relationship. Our professionals do the casework across the full menu, core resolution included, from the first transcript pull to the final IRS agreement.
Refer a client
Introduce a client with a warm handoff. The client engages us directly for that work, under a referral agreement that fits how your firm works, and stays your client for everything else.
A sales team you can put your name on.
Whoever sells under your firm’s name carries your reputation. Matt and Scott both believe training and knowledge are the job, not a week of onboarding. Our sales team sells on your behalf. We can also train your reps to sell, and train your front-line staff to spot a need and set up a 21 Century review.
Ethical
Every presentation follows IRS Circular 230. No guaranteed outcomes, and every fee is flat and scoped in writing. We sell the fix, not the fear. The IRS has the fear covered.
Experienced
Led by a sales veteran of high-end tax resolution and backed by a founder who has personally resolved more than $40 million in IRS tax debt.
Trained
Reps learn each service before they sell it: what it does, who it fits, the disclosure it requires, and honest answers to the hard questions.
Current
Training is updated as IRS procedures and tax law change, so what your clients hear is accurate this year.
Let’s find what your clients still need.
Tell us about your practice and the clients you serve. We’ll set up a short call and walk you through partner terms.