More ways to help the clients you already serve.
Make your existing clients more profitable. Offer them more services and move them forward, with 94 resolution, compliance, and planning services sold in your firm’s name and delivered by our team. Done the right way.
You keep the client. We do the specialized work.
| CODE | EXPLANATION OF TRANSACTION | DATE | AMOUNT |
|---|---|---|---|
| 150 | Tax return filed | 06-12-2023 | $18,412.00 |
| 166 | Penalty for late filing of tax returnPenalty Removal | 06-12-2023 | $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.
Resolve
Fix the problem.
Stop the pressure and settle the debt. 28 services.
Plan
Get ahead.
Lower the bill from here forward. 48 services.
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 worksThree 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. Your sales team sells it with our training, or our sales team sells it on your behalf.
Make us your service division
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 as an affiliate
Introduce a client with a warm handoff and we take it from the first conversation, under an affiliate agreement that fits how your firm works.
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. Use our sales team on your behalf, or put your own reps through the same training.
Ethical
Every presentation follows IRS Circular 230. No guaranteed outcomes, no selling through fear, and every fee is flat and scoped in writing.
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.
Make your existing clients more profitable.
Tell us about your firm and your clients. We’ll set up a short call and walk you through partner terms.