Discovery / Modern tax resolution
IRS Discovery: start with the record
IRS Discovery means establishing what the IRS actually shows before deciding anything else. Traditional workflows often begin with what a taxpayer believes they owe or what a single notice says. Discovery replaces assumptions with the account record.
Section 01
What the record contains
IRS account data describes far more than a balance.
- Assessments and adjustments
- Payments and credits
- Penalties and interest
- Missing or unfiled returns
- Collection activity and notices
- Account events and the dates that govern deadlines
Section 02
Why assumptions fail
A notice captures a moment in time, and memory is unreliable. Building a strategy on either can send a case down a path that the actual record does not support. Discovery grounds every later decision in evidence.
Section 03
Discovery feeds everything downstream
The facts uncovered here define which financial questions matter, which human circumstances are relevant, and which resolution paths are even worth evaluating.
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