Tax Resolution

14-STAGE PIPELINE

From inquiry to case closed

Every resolution case flows through a structured pipeline — consultation, POA, financial disclosure, submission, negotiation, and compliance monitoring.

Urgency flagging: URGENT, HIGH, STANDARD
Form 2848 generation and tracking
Financial disclosure (433-A/B) management
OIC 5-year compliance monitoring

CASE DEPENDENCIES

Related jobs, blocking rules

Unfiled returns block OIC submissions. S-Corp owners need 1120-S and 1040. The system enforces dependencies automatically.

BLOCKING and INFORMATIONAL dependency types
Cross-service linking (tax prep + resolution)
Auto-detection of unfiled return requirements
Business + individual return coordination

PAYMENT PLANS

Flexible fee collection

Resolution fees range from $500 to $7,500. Offer down payment plus monthly installments via Stripe.

Configurable down payment percentage
Automated monthly billing via Stripe
Payment plan tracking dashboard
Invoice generation for each installment

Resolve tax debt, systematically

From inquiry to case closed

Related jobs, blocking rules

Flexible fee collection

Before vs. After SaintCoreTax

Before

After

Explore more modules

Ready to Get Started?

Resolve tax debt, systematically

From inquiry to case closed

Related jobs, blocking rules

Flexible fee collection

Before vs. After SaintCoreTax

Before

After

Tax Resolution

Explore more modules

Ready to Get Started?