New Lead Conversion
- 1Prospect submits a tax debt relief form
- 2AI receptionist texts a qualification survey
- 3Lead is tagged by debt level and scheduled for a consultation
Systems for Tax Resolution
Secure More Offers in Compromise with Efficient Case Management
The business model for tax resolution firms runs through retainer fees and successful case settlements for distressed taxpayers. Profit margins often leak when staff spends excessive hours chasing missing tax returns, power of attorney forms, and financial disclosures required for IRS negotiations.
Accounting, Finance & Insurance
- Instant Inquiry Response
- Automated Document Collection
- Client Portal Access
- AI Intake Receptionist
- Retainer Payment Follow-up
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospect under pressure from IRS notices reaches out for immediate relief options.
- 02
Discovery
The firm gathers the total liability amount, asset details, and compliance status of the taxpayer.
- 03
Engagement
The taxpayer signs an engagement letter and pays the initial retainer to begin representation.
- 04
Representation
A Power of Attorney is filed with the IRS to establish the firm as the authorized representative.
- 05
Investigation
Transcripts are pulled and reviewed to determine the best resolution strategy such as an Offer in Compromise.
- 06
Compliance
The firm ensures all missing tax returns are filed so the taxpayer is currently compliant.
- 07
Submission
The formal resolution proposal is submitted to the IRS or state taxing authority for review.
- 08
Resolution
Final negotiation occurs and the client enters a payment plan or receives a settlement acceptance.
Where it leaks
Common problems for tax resolution firms.
01
Document Chasing
Enrolled agents often stall because clients fail to provide bank statements or pay stubs needed for Form 433-A. Without a systematic follow-up, case files sit idle while IRS interest and penalties continue to accrue.
02
Missed IRS Deadlines
Missing a response window for a Revenue Officer can lead to immediate levies or wage garnishments. Manual tracking of these critical dates creates high liability for the firm and stress for the practitioner.
03
Lead Leakage
Taxpayers in crisis often call multiple firms and hire the first one that answers the phone professionally. If an inquiry goes to voicemail without an instant text response, the prospect moves to a competitor.
04
Transcript Delays
Waiting for transcript updates without a clear internal tracking system makes it difficult to provide clients with timely case status. This leads to excessive inbound calls from anxious clients asking for updates.
05
Inconsistent Compliance
Firms struggle to ensure every client has filed all past-due returns before submitting a settlement. Proceeding without full compliance results in automatic IRS rejections and wasted professional labor.
What LATTICE can build
Systems built around how you work.
Instant Inquiry Response
Automated SMS and email triggers fire the moment a taxpayer submits a web form to ensure they feel supported immediately.
Automated Document Collection
Systematic reminders send secure links to clients for uploading their financial disclosures and tax records until the file is complete.
Client Portal Access
A secure area where taxpayers can view their case progress and see which IRS forms have been successfully filed.
AI Intake Receptionist
A 24/7 virtual assistant screens prospects for debt amount and type of tax owed before scheduling them with a consultant.
Retainer Payment Follow-up
Automated billing reminders ensure that installment payments for representation fees are collected on time without manual invoicing.
Status Update Workflows
Triggered notifications keep clients informed when their Power of Attorney is accepted or when a settlement offer is pending review.
Review Generation
Once a lien is released or a settlement is reached, the system automatically requests a review to build the firm's reputation.
Compliance Checklists
Digital workflows prevent a case from moving to the negotiation stage until all required tax years are marked as filed.
Example systems
What it looks like in practice.
OIC Document Gathering
- 1Offer in Compromise workflow is activated
- 2Weekly SMS reminders request specific financial documents
- 3System notifies the Enrolled Agent once all files are uploaded
IRS Notice Alert
- 1Client uploads a new IRS notice to the portal
- 2Staff receives an urgent notification for review
- 3Auto-reply sent to client acknowledging receipt to reduce anxiety
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from tax resolution firms
How can we reduce the time spent on the phone with anxious clients?
By implementing a client portal and automated status updates, you provide proactive information. When clients know exactly where their case stands in the IRS queue, they are less likely to call for routine updates.
Can the system handle the specific document requirements for an Offer in Compromise?
Yes, workflows can be tailored to request specific items like Form 433-A, three months of bank statements, and proof of expenses. The system tracks what has been received and what is still missing.
We struggle with collecting our second and third retainer payments. Can LATTICE help?
Automated payment reminders and integrated billing workflows ensure that clients stay current on their representation fees. This prevents the firm from performing work on a case that is no longer profitable.
How does an AI receptionist handle taxpayers in a panic?
The AI is programmed to be calm and professional, gathering necessary data while assuring the caller that their information has been received. It captures the lead details so your team can prioritize the most urgent levies.
Is it possible to automate the follow-up for missing tax returns?
Absolutely. You can set up a compliance sequence that periodically checks in with the client or their bookkeeper until all unfiled returns are prepared and submitted to your firm for review.