We handle client acquisition and case prep. You provide licensed IRS representation. Work the cases you want, when you want.
A client completes a free assessment and pays $99 to open their case
Our platform prepares the complete case package: pre-filled IRS forms, transcript analysis, financial standards calculations, and recommended strategy
You see a blinded summary in the portal: program type, debt range, confidence score, estimated review time. No client name or SSN until you claim it.
You claim the case and review the full package. Edit anything that needs adjustment. You get paid your review fee within 48 hours of approval, regardless of whether the client proceeds.
If the client purchases representation, you sign Form 2848 and submit through your IRS Tax Pro Account. You receive a submission fee when you enter the IRS confirmation number.
After case resolution, you file Form 2848 withdrawal through the portal. Done.
| Service | Review fee | Submission fee | Your total |
|---|---|---|---|
| First-Time Penalty Abatement | $100 | $50 | $150 |
| Installment Agreement | $75 | $50 | $125 |
| Currently Not Collectible | $100 | $50 | $150 |
| IRS Phone Representation | $150/hr | — | $150/hr |
OIC cases are routed directly to specialist EAs. You charge the client directly at your standard rates ($3,500–$5,500 typical). RestoreTax charges you $450 for the prepared case package, which includes a complete Form 433-A, Form 656, RCP calculation, and supporting documentation. You keep the rest.
Review fees are paid within 48 hours of case approval. Submission fees are paid when you enter the IRS confirmation number in the portal. All fees are flat and not contingent on IRS outcome or client conversion.