Do the work only a tax resolution specialist can do. Hand off the rest.

Too much of your week is consumed by work that doesn't need your judgment.

Compiling payment histories, drafting hardship letters, extracting financial information from client documents, preparing 433-A forms — real work, just not your work.

But you don't have to do it alone.

You are the expert.
AI is your tireless case manager.

Tireless, encyclopedic, and fast — but it doesn't know your clients' situations or your negotiation strategy. You guide it with your expertise.

Direct it. Review it. Sign off.

• Assign the first pass. Document extraction, payment history summaries, CDP timeline documentation, hardship narrative drafts — the work that needs accuracy and thoroughness, not strategic judgment.
• Review, don't draft. Let AI produce the first version of correspondence, financial statement summaries, and form preparation. You refine the strategy, adjust for client circumstances, sign off.
• Build case knowledge. Teach AI your approach to OICs, installment agreements, and CDP hearings. It learns your firm's positioning and becomes fluent in each client's situation.

For financial professionals whose time is the bottleneck.

Offer in Compromise preparation

Financial data extraction and Form 656 package assembly before you can craft the settlement strategy.

Installment agreement negotiations

433-F preparation and allowable expense calculations consuming hours per case.

Penalty abatement requests

Reasonable cause narratives and supporting documentation for every client situation.

Collection Due Process hearings

Case file assembly and document organization before strategic planning.

Innocent spouse relief

Form 8857 preparation and timeline documentation taking longer than the actual case strategy.

Client intake and triage

Initial assessments and documentation requests for every prospect before you know if you can help.

Your time is the constraint. Your judgment is the value.

How we work with you.

Workshops

We teach your team the method.

One-on-one coaching

We take you from curious to confident. Personal guidance applied to your practice.

Custom workflow design

Built around how you already work.

Team

Chris Parles — Builds and teaches. Background in software, product, and operations.

Justin Feldstein — Builds and teaches. Background in software, product, and operations.

Tell us what's eating your week.

Three short steps. We reply within one business day.

Email: [email protected]