For Professionals
Start a Firm
What founding a tax-resolution practice responsibly involves.
Interest in future business services
Launch consulting and operating assessments are not currently offered. Our contact page lists editorial and privacy contact channels. Contacting us does not book a consultation or send information to a provider.
Contact ReliefGeekUse this reference desk to locate primary sources and organize professional research. The checklists are general operational aids, not legal or tax advice. Specialist manuscripts remain in draft until qualified review and approval.
Practical reference
Professional resource desk
Use the IRS professional resource center to locate credential, compliance and continuing-education information. Before accepting client records, document the practice’s service boundaries, security procedures and professional responsibilities.
Preparation checklist
- List proposed services and obtain advice on the credentials and authorizations needed for each.
- Define secure intake, record retention, access controls and incident escalation before collecting sensitive documents.
- Document engagement scope, fees and client communication responsibilities; have applicable agreements reviewed.
Standards for our reporting on this topic
Qualified legal, tax and operations review. No claim that software or a course confers licensing or representation authority.
Primary-source library
- IRS professional resource center
Official links for serving clients, compliance, credentials and continuing education.
- IRS Newsroom
Agency announcements, news releases and fact sheets.
- IRS e-Services
Official professional tools, including transcript services and system availability information.
