Three truths
IRS records, financial facts, and the client’s human circumstances.
ReliefGeek Tax Relief Library · Joseph Lancaster
Tax Relief Field Manual
A practical playbook for sales, consulting, and representation.
Learn how to qualify prospects, investigate IRS accounts, scope professional engagements, communicate strategy, and manage tax resolution work from discovery through verification.
Paperback · 114 pages · 26 companion tools
Field manual · 2026
Tax Relief
Field Manual
Sales · Consulting · Representation
Joseph Lancaster
Complete workflow
Discovery, strategy, execution, verification, and continued monitoring.
Professional tools
Scripts, intake guides, checklists, engagement tools, and case resources.
How to sell and resolve tax cases
The work between the first call and a resolved case.
Tax resolution is not just a sales conversation or an IRS form. The manual connects ethical client acquisition to fact-finding, professional scope, implementation, communication, and documented completion.
01
Sales and consultation
Qualify prospects, conduct useful consultations, handle objections, and present a clear professional scope.
02
Discovery and intake
Identify urgent collection issues, gather the right facts, and define the next investigative step.
03
IRS fact-finding
Use authorizations, transcripts, notices, and practitioner calls to establish the IRS record before quoting work.
04
Strategy and engagement
Connect financial analysis to documented recommendations and separately scoped services.
05
Representation and execution
Coordinate filings, IRS interactions, deadlines, client responsibilities, and implementation.
06
Verification and monitoring
Confirm completed work, communicate outcomes, and identify when continued monitoring is appropriate.
Brevitax Three Truths Framework
Build the strategy from the whole case.
IRS truth
What transcripts, notices, records, and account history establish.
Financial truth
What income, expenses, assets, liabilities, and cash flow reveal.
Human truth
How personal circumstances, business realities, and future plans affect the path.
Professional companion
Two books. Two sides of tax relief work.
The Tax Relief Handbook explains tax problems and resolution options. The Tax Relief Field Manual focuses on how professionals acquire, investigate, scope, deliver, and manage the work.
Explore The Tax Relief HandbookCommon questions
About the field manual
What is the Tax Relief Field Manual?
It is a practical training and reference guide for professionals who sell, consult on, investigate, represent, or manage tax relief cases. It focuses on the operating work around client acquisition, discovery, IRS research, engagement planning, representation, and case management.
Who is the Tax Relief Field Manual for?
The manual is written for tax relief sales representatives, Settlement Officers, enrolled agents, CPAs, tax attorneys, case managers, and tax relief business owners.
Does it teach how to sell tax resolution services?
Yes. It covers inbound and outbound calls, prospect qualification, sales consultations, objections, and presenting professional services. It also connects sales to responsible discovery, scope, documentation, and delivery.
Does the field manual include tools and worksheets?
Yes. The book includes 26 companion tools and worksheets, including scripts, intake guides, practitioner-call checklists, engagement planning tools, and case-management resources.
How does it relate to The Tax Relief Handbook?
The Tax Relief Handbook explains tax problems and resolution options for taxpayers and professionals. The Tax Relief Field Manual is its professional companion, focused on how tax relief work is sold, investigated, scoped, delivered, verified, and managed.
Tax Relief Field Manual