Civic Tax Relief — Confidential — Prepared Exclusively for Eric Etherly and Paige Gibson — Powered by Genesis
Genesis

Here’s the whole system. Every piece, what it does, what it replaces, and what you gain.

This is the machine cut open, the way you would cut open a building. Seven floors. Every one of them retired a practice your industry still pays for, and those practices are written down the left-hand side. Compliance is not a floor; it is the wall that runs through all of them. The deadline watch is not a feature; it is the foundation. And the floor at the top, where a licensed person puts their name on a federal filing, is the one nobody ever automated.

WHAT EACH FLOOR RETIRED 07 A licensed human signature a licensed name on every federal filing we kept this one on purpose — a licensed human. it never automates. 06 Review the case arrives assembled — review, sign, next hours of assembly before anyone licensed can look 05 The package builds itself every form and schedule, checked against the code a preparer retyping onto federal forms 04 Documents, once asked one time, encrypted, every open logged the same document asked for three times 03 Honest qualification the math decides, before anyone is sold anything a sales floor paid to say yes 02 The letter, read a photograph becomes plain English in seconds mail it in, and guessing at midnight 01 Intake about ten questions, in plain language the commissioned sales call COMPLIANCE THE WALL THROUGH EVERY FLOOR THE FOUNDATION · THE DEADLINE WATCH IT NEVER SLEEPS. THESE DATES DO NOT FORGIVE.

Ground up, the way it was built. The column on the left is the practice that floor put out of a job. Thirty-three IRS notice types are held on floor 02 tonight.

Sources: the seven floors are the same pieces named on the map in section 01 of this page, and the practice written beside each one is quoted from that piece’s own “what it replaces” line on the card below it. Thirty-three notice types held was read off the engine on 2 September 2026. Section 04 says it again piece by piece: which parts answer tonight, which are waiting on your word, and which ones your business has no version of at all today.

The map, up close

Tax first. Then everything around it.

This is your firm, drawn twice on the same map. It opens on the one you have tonight: the pieces that are not on your floor are still drawn — you can see exactly what is missing — they are simply not lit. Four crosses mark the places a case stops. Then Genesis switches on, the four stops open, and the whole thing runs.

It changes over on its own while you watch. Or take the switch yourself — the moment you touch it, it stops moving and does what you tell it. And click any piece, or the engine in the middle, to open it up.

Unlit is what your business does not have tonight. is where a case stops. Every piece opens — click one.

Inner ring — the case Middle ring — the client Outer ring — the firm, and everything around it
Click either one
Watch the blockages open.
WHAT RUNS IT TONIGHT People and paper A spreadsheet, a calendar, and somebody remembering. It stops when they go home. RUNNING TONIGHT TAX RESOLUTION A licensed person still signs every filing. That one step never automates. Genesis Notice reading open Intake open Qualification open Documents, once open Package building open Review & signature open Filing open Deadline watch open Client portal open Notifications open Reminders open Document upload open The phone line open One message thread open Reviews open Referrals open Monitoring open Bookkeeping open Payroll open Back-year returns open Anything you ask for open

Four places a case stops on your floor tonight: a commissioned close before anybody has checked the numbers, the chase for the same document, the print-and-mail, and then months of silence against a calendar somebody has to remember. And twelve of the pieces drawn on this map are not on your floor at all. All four stops are open. The case runs the whole way round, every piece on the map is on the same machinery underneath, and the account is still being watched a year after the case closes.

Sources: the map holds twenty-one pieces around one engine, and it is drawn from your side, not ours — what a firm in your field has on its floor, against what this one has. On the your firm today side, twelve pieces are drawn unlit because, as far as we can tell, they are not on your floor tonight — and we would rather be told we are wrong about one of them than leave it off. If one of them is lit on your floor already, say so and we will light it. The four crosses are the four places we watched a case stop, taken from what you told us about how the work moves today. Section 04 takes the same twenty-one pieces apart into the numbered list below, each row read off our own engine on 2 September 2026.

What this means

It is one machine, not a shelf of tools that were bought separately — so adding another piece is a decision you make, not a project you fund.


The walk

Now walk it. Three times.

One floor, drawn once and held still. Three different things travel across it. The case, from a letter on a kitchen table to a filed federal package that is still being watched a year later. The client’s road, from a search at midnight to a person who sends you the next one. And the money, which is the shortest of the three and the one that decides everything.

Read down the right. The room lights on the left. Every stop below is one of the pieces you just watched switch on.

1 of 3The case
OUTSIDE · WHERE THEY FIND YOU INSIDE · YOUR FLOOR THE DOOR A person, a letter, 2am they search, alone The free letter reader free, no form The plain-truth page what ads will not say Seven lessons, in order alongside the case Intake about ten questions Honest qualification the math decides The case map every path, priced honestly Documents, once encrypted, every open logged The package bench it builds itself Review & signature a licensed name, always Filed electronically the way the IRS takes it The phone that answers day or night, like a person The client’s portal and every message with it The watch · every deadline, and every account after the case closes to the IRS · electronically a referral · the next client Your dollar today Marketing — rented, every month 33¢ Sales commission 20¢ Everything else that runs the firm 32¢ Left for the owners 15¢ 53¢ LEAVES BEFORE A FILE IS OPENED The same dollar, on the machine Marketing you own — it compounds 33¢ Commission — struck 20¢ Everything else that runs the firm 32¢ Left for the owners 15¢ NOBODY IS PAID TO SAY YES And after the case closes, the account is still watched — a subscription on a client you already have, and an asset nobody in your field owns.

The road outside. This is where every case actually begins.

Stop 01 · the case

The letter lands.

A person opens an envelope from the federal government at eleven at night and does not know whether they are about to lose their house. That is the first second of every case you have ever taken.

Today that person calls a number from the radio and gets a salesperson.

On this machine that person gets an answer before anybody sells them anything.

Stop 02 · the case

Read in twenty-four thousandths of a second.

They photograph it. The machine names the notice, dates it, explains what it is asking and what happens next, in plain English. Thirty-three IRS notice types are held tonight, and anything it is unsure of goes to a person, flagged.

Today: a case manager opens envelopes between phone calls.

The first conversation starts already informed — and they found you instead of an ad.

Stop 03 · the case

Ten questions. Thirty seconds.

Plain language, no jargon, no script. It carries someone from “I got a letter” to a signed engagement, collecting the facts the case will need on the way through.

Today: a commissioned sales call, and the commission is paid whether the case should have been taken or not.

A complete file on day one, and nobody paid to sign a person who should not have been signed.

Stop 04 · the case

Qualified honestly, before any money.

The IRS’s own collection-potential arithmetic runs first — assets, income, allowable living expenses. Then the machine argues the examiner’s side against your own case and reports where it would lose.

Today: an experienced guess, a spreadsheet, and a floor paid to say yes.

You know the answer before you take the money. The refund fight never starts.

Stop 05 · the case

The case map, with the fee on it.

Every path this person could take, side by side, with what each one is likely to do for them — and the fee for each one taken straight from the published schedule, before anybody agrees to anything.

Today: the price is whatever the closer says it is.

Nothing is negotiated in a room. The number is the number, in writing, in front of them.

Stop 06 · the case

Documents. Asked for once. Ever.

The machine will not request the same document twice. That is written into the code as a rule, not printed in a manual as a policy. Everything lands in an encrypted vault, separated per client, every open and download logged.

Today: the same bank statement asked for three times across four months.

The loudest complaint in this whole industry becomes structurally impossible.

Stop 07 · the case

The package builds itself.

The offer, the financial statement, the agreements, the penalty letters and the transcripts assemble out of what has already been collected. Twelve federal forms, thirty letters.

Today: a preparer retyping the same twenty numbers onto federal forms.

The paperwork stops being the bottleneck. The only thing left to wait on is the IRS.

Stop 08 · the case

A licensed person signs it.

One screen: review, sign, next. The case arrives assembled, with the reasoning and the risks laid out for judgment. This is the floor at the top of the building, and it is the one nobody automated.

Today: hours of assembly before a licensed professional can even look at a file.

Your licensed people spend the day on judgment instead of typing.

Stop 09 · the case

Filed electronically.

The complete package goes the way the IRS began accepting it in 2025 — the offer, the financial statement, the attachments, the fee and the first payment.

Today: printing, mailing, and waiting on paper.

You stop being behind the IRS’s own technology, which is where this whole industry sits.

Stop 10 · the case

And then it is watched.

Every deadline on every case, continuously, under the mailing rule and the weekend-and-holiday rule. The ninety-day petition clock has its own separate watch. After the case closes, the client’s federal account is watched every month, and where an offer was accepted the five years of required compliance are watched too.

Today: a calendar, and somebody remembering. After closing, nothing.

The one mistake that cannot be undone cannot happen quietly — and the client stays yours.

Stop 01 · the client’s road

It starts at midnight, on a phone.

Nobody in this industry ever meets a calm person. They meet somebody at eleven at night with a letter in one hand and a phone in the other, typing the notice number into a search box.

Today: what they find is an advertisement.

What they will find is an answer, and it will cost them nothing.

Stop 02 · the client’s road

The letter reader. Free, forever.

Photograph any IRS notice. It comes back in plain English: what it is, what it is asking, what the deadline is, and what the free options are. No fee, no call, no form, no email wall.

Today: the whole industry makes you call a salesperson to find out what your own letter means.

Giving it away is the strategy. It is the most shareable thing in this category, and nobody else will do it.

Stop 03 · the client’s road

The plain-truth page.

Every mechanic this industry uses, written down with the federal receipt beside it — and beside each one, the free thing the person could do without paying anybody. Hardship costs nothing. Low-income fees are waived. The IRS has its own pre-qualifier.

Today: nobody publishes this, because everybody sells around it.

You become the firm that gave away what the others charge for. That is not a campaign; it is a reputation.

Stop 04 · the client’s road

Seven lessons, in order.

What a notice is asking · what is owed against what can be paid · installment agreements plainly · hardship · the real tests for an offer · how honest fees work · deadlines that do not soften. Delivered alongside the case, tied to what is actually happening on it.

Today: silence between phone calls, and the client fills it with fear.

You answer the question before they have to ask it. That is the whole difference in how this feels.

Stop 05 · the client’s road

A phone that answers like a person.

Day or night, conversationally, and it hands over to a human being the moment a question deserves one. Every voicemail is transcribed, understood and filed to the case. The greeting will never be “Hey, how can I help you.”

Today: voicemail, hold music, and every call that came in after five o’clock.

You stop losing the person who called at nine at night terrified.

Paige asked for most calls answered conversationally — it is one of her five. Eric asked for the same phone from the other side: answered automatically, with only the important calls handed to a person.

Stop 06 · the client’s road

And the other four she asked for.

The portal that says where the case stands. Notifications the moment something real happens. Reminders tied to what this case needs next. Upload by photograph. With the phone on the last stop, that is every one of the five things Paige asked for — and when nothing has changed, the portal says so, and says why.

Today: “let me check on that and call you back” — and weeks of silence is the number-one grievance filed against this whole industry.

The update call stops coming, and the thing Paige has been doing by hand becomes the floor everybody stands on.

Paige Gibson asked for all five of these by name: the portal, the notifications, the reminders, the upload, and the phone answered conversationally.

Stop 07 · the client’s road

A client you keep.

The case closes and the relationship does not. The account is watched every month. The back years, the books, the payroll, next year’s planning — same intake, same vault, same portal, same people.

Today: the day the case ends, they are on their own and you never hear from them again.

Someone who came to you for one bad letter stays for everything.

Stop 08 · the client’s road

And they send the next one.

A code they can share. An introduction from the bookkeeper who could not do the work. A scan on a card. A reward that is tracked and paid. Wired to the accountants and bookkeepers who already send you what they cannot handle.

Today: growth is bought on the radio, every month, forever, and it stops the day you stop paying.

Growth that compounds instead of growth you rent.

Stop 01 · the money

Where your dollar goes tonight.

Thirty-three cents of marketing and twenty cents of sales commission leave before anyone opens a file. Thirty-two cents runs the firm. Fifteen cents is what the owners keep.

Fifty-three cents of every dollar is rented, and after ten years of paying it there is nothing on the balance sheet with its name on it.

This is the shape the next two stops change.

Stop 02 · the money

The same dollar, on the machine.

The commission goes, because nothing on this machine is sold by a person paid to say yes — the honest math qualifies, and the conversation stays with a salaried person. The marketing becomes something you own rather than something you rent: the free reader, a page for each of the thirty-three notice types, the plain-truth page, the lessons, the referral rails.

We are not going to invent what your marketing costs on the other side of this. That number is yours to set, and we will build the plan with you.

Two costs that compound into nothing get replaced by two assets that compound into something.

Stop 03 · the money

And then there is the part nobody in your field has.

Every closed case leaves behind an account worth watching every month, and where an offer was accepted, five years of required compliance that one missed filing would void.

Today there is nothing here at all. The client walks and the revenue ends.

A subscription on a client you already paid to acquire — and an asset none of your competitors own.

Look back up at the map and press the switch. Twelve of those pieces were not on your floor when you opened this page, and you have now walked every one of them three different ways. Section 04 takes the same thing apart into the numbered list — what each one does, what it replaces, and what you gain — one row at a time.

Sources: the case route, the rooms and the retired practices are the same pieces named on the map above and drawn station for station on page four. The dollar is the instrument from page three: thirty-three cents of marketing and twenty cents of sales commission, against roughly ten million dollars of revenue and a margin that fell from thirty cents to fifteen — relayed to us, not audited, the figures you gave us rather than figures pulled from your books. The right-hand column deliberately carries no marketing number, because that number is a plan we would build with you rather than a figure we would invent. Thirty-three notice types and the twelve federal forms were read off the engine on 2 September 2026. The five client pieces named as Paige’s are the five she asked for by name, from our own notes of the calls.

What this means

Every one of those twenty-one stops is a piece your competitors will still be buying separately in three years — and you would have all of them running on one floor, on day one, because it is one machine and not a shelf of tools.


Inside the tax work

The programs a client can qualify for.

Tax resolution is not one product. It is twelve. A frightened person walks in with one letter, and there are twelve different ways out from under it — and which one they get is decided by their own numbers, not by what is easiest to sell them. Six of the twelve answer tonight. The other six your business has no route for at all — and beside each of those is the part of it that is already working underneath.

12 programs · 6 answer tonight · 6 you do not have today

The programs a client can qualify for — twelve programs, with what each one does, what it replaces and what you gain
The programWhat it doesWhat it replacesWhat you gain
Offer in compromiseAnswers tonight Settles the whole debt for less when the client genuinely cannot pay it. The machine runs the IRS's own collection arithmetic first, argues the examiner's side against your case, then builds the offer and the financial statement out of the file and files them electronically. An experienced guess, a stack of retyped federal forms, and finding out at rejection nine months later. The number you file is the number they will compute — and a weak case gets fixed or declined instead of filed and lost.
Installment agreement — every tierAnswers tonight Puts the balance on a payment plan and chooses the tier by the numbers: guaranteed, streamlined, simplified, non-streamlined, and partial-pay, where the clock runs out before the debt is paid in full. Picking the tier from memory, then keying the same figures into a second set of forms. The client lands in the cheapest arrangement they actually qualify for, and the rule that put them there is written down.
Currently not collectible — hardship statusAnswers tonight Stops collection for the client who cannot pay anything at all right now, and prepares the filing from the same financial picture. It also says plainly when this is something the client could do alone, without paying anybody. Selling a settlement to somebody who has nothing — the practice the regulators keep citing. You do right by the person with nothing, on the record, and you keep them for the day their situation changes.
Penalty abatement — first-time and reasonable causeAnswers tonight Checks compliance history against the IRS's own manual to see whether the penalty simply comes off. Where it does not, it writes the reasonable-cause argument from this client's real circumstances, with the authority and the leading case behind it. Nobody checking, because nobody has time — and a template with the name changed. Money back for the client on cases where nothing else was possible.
The collection clock — statute expirationAnswers tonight Works out how many days the IRS actually has left to collect, including everything that paused that clock along the way. Sometimes the honest answer is to wait it out and file nothing. Assuming the debt is permanent, and selling a program against it. Advice nobody else in this business has any incentive to give, in writing, on the record.
State programs, run alongsideAnswers tonight Runs the state's own relief programs next to the federal case instead of after it. California runs today, including its appeal route; the same pattern carries to every other state. Solving half the problem and leaving the client exposed at home. The client is genuinely finished when you tell them they are finished.
Innocent spouse reliefYou don’t have this Lifts a debt off the husband or wife who did not cause it and did not know about it. The machine already recognizes that case tonight and routes it off the collection track. Working the wrong problem for months, or sending that person away. A case with a clean, sympathetic answer that most firms never even spot.
Audit reconsiderationYou don’t have this Reopens an assessment the IRS made without the taxpayer — the return filed on their behalf, or the audit nobody turned up to. Treating an assessment nobody defended as a real debt, and settling it. Debt that should never have existed gets removed rather than negotiated.
Appeals and collection due processYou don’t have this The right to be heard before the IRS takes the money, and the request that preserves it. The machine reads the letter that opens that window and watches the clock tonight, and the ninety-day petition deadline has its own sentinel. The one right that expires quietly in a drawer. The deadline that can end a case permanently is already guarded tonight, before the rest of this is built.
Levy releaseYou don’t have this Gets a levy lifted off wages or a bank account when it is causing hardship or should never have been issued. The levy notice is read, classified and flagged the day it lands. Finding out after the paycheck is already gone. The most frightening day in a client's case gets an answer the same day.
Lien withdrawal, discharge and subordinationYou don’t have this The paperwork that lets a client sell a house or close a loan while the debt is still being worked. Referring the client out at the worst possible moment. A fast, self-contained piece of work on a client you already have.
Trust-fund and payroll tax mattersYou don’t have this The business payroll case, and the personal liability that follows the people the IRS decides were responsible for it. The argument library it stands on is running tonight. Turning away the largest matters in the field. Business owners, who bring the biggest cases and the most referrals.

Sources: the twelve programs are the resolution paths named in the federal collection material the engine already holds, and which six of the twelve answer tonight was read off our own engine on 2 September 2026, not taken from any document. No acceptance rate, no likelihood and no fee appears on this table on purpose: which program a client qualifies for is decided by that client’s own numbers against the IRS’s own arithmetic, and we will not print an average in place of an answer.

What this means

One letter has twelve possible answers, and the machine picks by the client’s numbers — including the times the honest answer is that they do not need you at all.


The list, laid out

Ninety-seven pieces. Named.

There has never been a chart in this business that simply lays out what you get. Here it is. 97 on this page — the twelve programs above, then eighty-five features in four groups. One numbered run, 01 through 97. Each row says what it does, what it replaces, and what you gain. This is a few examples of what we do for a firm your size, not the end of the list.

What the labels mean Answers tonight on the machine, tested, and it answered Waiting on your word connected the day you say go You don’t have this nowhere in your business today, in any form

The case — from the letter to the filed package

49 pieces · 40 answer tonight · 3 waiting on your word · 6 you do not have today

Everything between a frightened person photographing an envelope and a signed federal filing. This is the part that is tested, and that answered tonight.

The case — from the letter to the filed package — 49 features
The featureWhat it doesWhat it replacesWhat you gain
Letter readingAnswers tonight Reads a photograph of any IRS notice and says what it is, what it means, what the deadline is, and what follows — in plain English, in seconds. Thirty-three notice types held today. A case manager opening mail between calls; the client guessing. Every case starts informed instead of starting confused.
Notice classificationAnswers tonight Matches each letter to its type and its statutory clock and scores its own confidence. Low confidence is handed to a person, flagged — never guessed. Reading letters by eye, at whatever speed the day allows. Nothing is quietly mis-read, and you can see where the machine was unsure.
Accuracy calibrationAnswers tonight Measures the machine's own reading accuracy against real cases so its confidence is earned rather than asserted. Trusting software because it sounds sure. You can audit how right it actually is, on your own files.
Free public letter readerWaiting on your word The same reading, given away to anybody in the country who photographs a letter — no fee, no call, no form. Radio spots shouting at everyone in a metro area. The highest-intent, most frightened person in America finds you at midnight, for nothing.
Guided intakeAnswers tonight About ten plain questions from “I got a letter” to a signed engagement, gathering the case facts on the way. The commissioned sales call. A complete file on day one, and no commission paid to sign the wrong person.
Honest qualificationAnswers tonight Runs the real numbers before anyone is sold anything, and says no out loud when the answer is no. A sales floor paid on volume. The complaint and refund pattern that defines this industry stops at its source.
Collection-potential engineAnswers tonight Computes what the IRS will calculate the taxpayer can pay — assets, income, allowable living expenses — by the IRS's own manual. An experienced guess and a spreadsheet. The number you file is the number they will compute.
Adversarial self-checkAnswers tonight Argues the offer examiner's side against your own case before it is filed and reports exactly where it would lose. Finding out at rejection, nine months later. Weak cases get fixed or declined. They do not get filed and lost.
Allowable expense tablesAnswers tonight Loads the federal cost-of-living standards the IRS actually applies, and refuses to run at all on stale tables. Last year's numbers, quietly. The math cannot drift out of date without announcing it.
Low-income certificationAnswers tonight Checks the federal poverty tables to see whether this client's IRS fees are waived by law. Charging people fees the IRS itself would not have charged them. Trust, and one more complaint that never gets written.
Resolution path recommendationAnswers tonight Weighs every route — offer, installment agreement, hardship status, penalty relief, or simply waiting out the clock — and names the right one with its reasons. The route the salesperson can sell. The client is given what actually helps them, which is the only durable marketing there is.
Verdict letterAnswers tonight Writes that recommendation as a plain-English letter the client can read alone. A phone call that gets half-remembered. They can show it to their spouse. That is where referrals start.
Documents requested onceAnswers tonight Refuses to ask for the same document twice. Written into the code as a rule. The chase — the same bank statement asked for three times over four months. The single loudest grievance in this industry becomes structurally impossible.
Document vaultAnswers tonight Encrypted, separated per client, every open and every download logged and kept. A shared drive and email attachments. You can prove who touched which file on any day, for as long as it matters.
Transcript readingAnswers tonight Reads federal account and wage-and-income transcripts and turns the codes into facts the case can use. A person reading transcript codes line by line. Hours per case, and no transcription errors in the file you sign.
Transcript pullWaiting on your word Connects to the IRS or a transcript service so the record arrives without anybody re-keying it. Faxing an authorization and waiting. The file is complete before the first meeting happens.
Offer package assemblyAnswers tonight Builds the offer and its attachments out of the file that already exists. Retyping the same numbers onto the offer form. The most repetitive hour in the practice, gone.
Offer financial statementAnswers tonight Builds the full financial disclosure that accompanies an offer, checked against the collection math so the two cannot disagree. The most labor-heavy document in this business, done by hand. Hours become minutes, and the arithmetic cannot contradict itself.
Installment agreement formsAnswers tonight Generates the streamlined and non-streamlined agreement forms from the same file. A second round of data entry. One file, every route.
Agreement tier selectionAnswers tonight Chooses between guaranteed, streamlined, simplified, non-streamlined and partial-pay agreements by the numbers, with the rule it applied. Picking the tier from memory. The client is put in the cheapest arrangement they actually qualify for.
First-time penalty relief checkAnswers tonight Checks compliance history against the IRS's own manual to see whether the penalty simply comes off. Nobody checking, because nobody has time. Money back for the client, on cases where nothing else was possible.
Reasonable-cause lettersAnswers tonight Writes the penalty-relief argument with this client's actual circumstances in it. A template with the name changed. Arguments that read like a person wrote them, because the facts are real.
Penalty argument libraryAnswers tonight The arguments that actually work, organized by penalty type, in one place. Whatever the preparer remembers. Your best argument becomes everybody's argument.
Penalty refund claimsAnswers tonight Prepares the refund claim with the statute-of-limitations arithmetic already done. Missing the window, which is common. Money recovered that would otherwise have quietly expired.
Hardship draftsAnswers tonight Prepares uncollectible-status filings for the client who genuinely cannot pay anything at all right now. Selling that client something instead — the practice regulators keep citing. Doing right by the person who has nothing, on the record.
Collection-clock calculatorAnswers tonight Works out how many days the IRS actually has left to collect. Sometimes the honest answer is to wait. Assuming the debt is permanent. Advice nobody else in this industry has any incentive to give.
Deadline arithmeticAnswers tonight Applies the mailing rule and the weekend-and-holiday rule correctly, every time, everywhere. Counting days by hand. The quiet arithmetic mistakes stop.
Deadline heartbeatAnswers tonight Watches every deadline on every case continuously and escalates as each one closes. A calendar and somebody remembering. The mistake that cannot be undone cannot happen quietly.
Ninety-day petition watchAnswers tonight The one deadline that ends a case permanently gets its own separate sentinel. Hoping. The catastrophic case-ending error is structurally guarded.
Bad-argument detectorAnswers tonight Catches the argument a client read on the internet that would earn them a five-thousand-dollar penalty. Finding out after it was filed. You protect clients from themselves before it costs them.
Practitioner consoleAnswers tonight One screen: review, sign, move on. The case arrives assembled, with reasoning and risks laid out. Hours of assembly before a professional can even look at a file. Licensed people spend the day on judgment. Throughput without cutting corners.
Electronic signatureWaiting on your word Signature with identity verification built in, as the rules require for remote signing. Printing, wet ink, and a courier. Same-day signatures from anywhere in the country.
Authorization managementAnswers tonight Tracks who is authorized to speak to the IRS for whom, in what capacity, and when it expires. A folder of paper and a memory. No case stalls because an authorization quietly lapsed.
Electronic filing walkthroughAnswers tonight Submits the whole package through the taxpayer's federal online account — offer, financial statement, attachments, fee and first payment. Printing and mailing a package and waiting on paper. You stop being behind the IRS's own technology.
Audit trailAnswers tonight Every action on every case, timestamped, with a name attached. A best recollection. Regulatory exposure drops, and disputes are settled by record instead of argument.
Fee guardsAnswers tonight The fee schedule is enforced by the software, and a fee can never be made contingent on the IRS accepting anything. A promise in a manual that nobody enforces on a Friday afternoon. The single practice that has bankrupted firms in this industry cannot occur here.
Marketing claims filterAnswers tonight Checks that nothing reaching a consumer promises an outcome, automatically, before it goes out. A compliance review that happens when someone remembers. The regulator's favourite charge in this industry has nothing to land on.
Five-year compliance watchAnswers tonight After an offer is accepted, watches the five years of required compliance — one missed filing voids the whole thing. Nothing. The client is on their own. The client keeps the result they paid for, and you keep the reference.
Outcome captureAnswers tonight Records every result, accepted and rejected, and feeds it back in. Institutional memory that walks out when a person leaves. The practice gets measurably better at its own work every month.
Published resultsYou don’t have this Your real acceptance rate, published — the thing nobody in this industry will print. Vague claims everybody has learned to distrust. The only credible differentiator left in a market that has burned its own trust.
Identity-theft routingAnswers tonight Recognizes the identity-theft case and routes it down its own track instead of the collection track. Working the wrong problem for months. The case that would have gone nowhere gets solved.
Agreement default cureAnswers tonight Handles the defaulted installment agreement and the notice that announces it. Starting the whole case over. Recovered clients instead of lost ones.
Advocate escalationAnswers tonight Prepares the taxpayer-advocate escalation when the ordinary channel has failed. Waiting on hold again. A route that exists when nothing else works.
State parallel trackAnswers tonight Runs the state's own program alongside the federal case, starting with California. Solving half the problem and leaving the client exposed. The client is actually finished when you tell them they are finished.
Under-reporter responsesYou don’t have this Handles the automated under-reporting notices, which are the highest-volume dispute the IRS sends. Treating a matching notice as a collection case. The largest single category of letters becomes a product.
Audit risk scoreYou don’t have this Scores a return's audit exposure before it is filed. Finding out two years later. Advice worth paying for, before the trouble starts.
Bankruptcy discharge analysisYou don’t have this Works out when tax debt can simply be discharged instead of settled. Selling a settlement to somebody who did not need one. The honest answer, on the record, in the one place the industry never gives it.
Lien certificatesYou don’t have this Prepares lien withdrawal, discharge and subordination — the paperwork that lets a client sell a house or close a loan. Referring the client out at the worst possible moment. A fast, well-paid product on a client you already have.
Payroll-tax and responsible-person casesYou don’t have this Handles the business payroll-tax matters and the personal liability that follows them. Turning away the highest-value cases in the field. Business owners, who bring the largest matters and the most referrals.

The client — what Paige asked for, and what surrounds it

13 pieces · 1 answers tonight · 5 waiting on your word · 7 you do not have today

Five of these were asked for inside Civic by name. They are not features we invented for a pitch; they are the list she gave, plus the things that make the list work.

Paige asked for customer portals, phone and web notifications, most calls answered conversationally, reminders by phone, and document upload. Every one of them is on this list. None of it replaces her — it is what she already does by hand for the clients who reach her, delivered to every client from the first day.

Eric asked whether the website could answer questions with bots, whether the phone could be answered automatically with only the important calls handed to a person, and said he would pay to take the processing burden off his people. All three are on this list. The burden comes off the people; the people stay.

THEN: THE IRS RESPONDS The client’s view where the case stands, and what comes after A LICENSED NAME The practitioner’s desk review, sign, move on — nothing rubber-stamped EVERY OPEN LOGGED The vault asked once, encrypted, every open logged AND A PERSON THE MOMENT A QUESTION DESERVES ONE The phone line “this is Genesis” — day or night

These four were asked for by name inside your firm. Three of them answer on a private address tonight, and the fourth — the phone — will never open with “Hey, how can I help you.” They are drawn here rather than embedded — you will be walked through the live ones in the room, where you can question them, instead of shown a demo you cannot argue with.

The client — what Paige asked for, and what surrounds it — 13 features
The featureWhat it doesWhat it replacesWhat you gain
Client portalWaiting on your word Where the case stands today, what happened last, what comes after. “Let me check and call you back.” The update call stops coming.
Phone and web notificationsYou don’t have this Every real event reaches them the moment it happens. Silence, then a complaint. The number-one grievance in this industry is designed out.
Reminders by phone and textYou don’t have this Tied to what the case actually needs now, not to a calendar. A person chasing people all day. Cases move without anybody nagging.
Quiet-week updatesYou don’t have this When nothing has changed, it says so and explains why. Assuming no news needs no message. Silence stops feeling like abandonment.
Document upload by photographWaiting on your word Photograph it; it is read, named and filed. Fax and email attachments. The processing desk's day.
A phone that answers like a personYou don’t have this Conversational, day or night, handing over to a human the moment a question deserves one. Voicemail and hold music. You stop losing the caller at nine at night. Eric asked for this by name — the phone answered automatically, with only the important calls handed to a person.
Voicemail read and filedYou don’t have this Every voicemail transcribed, understood and attached to the right case. A message pad. Nothing said on the phone is lost, and you can see what people actually call about.
One message thread per clientYou don’t have this Text, email, web chat and social in one place with the whole history. Four inboxes. Anyone can pick up any client cold and be current in ten seconds.
Web chat that answersYou don’t have this Answers the real question on the page instead of collecting a name. A contact form. The visitor who would have left stays. Eric asked for this by name — the website answering questions itself.
Callback and appointment bookingWaiting on your word The client picks a time and it is on the calendar. Phone tag. Fewer lost first conversations.
Payments, plans and invoicesWaiting on your word Charging, plans and receipts inside the same system that runs the case. A separate billing system and a spreadsheet of who owes what. One place where the work and the money agree with each other.
Plain English everywhereAnswers tonight No letter, page or message goes out in tax language. Documents written for the profession, sent to frightened civilians. Fewer calls, more trust, better reviews.
Notice decoderWaiting on your word A short, honest interactive that teaches a person what their own letter means. Nothing. Nobody teaches them. Goodwill, search traffic, and a client who understands what they bought.

The firm's name — reputation, referrals, and the end of renting attention

14 pieces · 1 waiting on your word · 13 you do not have today

Everything a reputation and messaging platform does, described by what it does. This is the layer that replaces the advertising spend rather than adding to it.

The firm's name — reputation, referrals, and the end of renting attention — 14 features
The featureWhat it doesWhat it replacesWhat you gain
Review requestsYou don’t have this Asks for the review at the right moment in the case, not at random. Hoping somebody remembers to ask. Volume of honest reviews, from the moment the client is happiest.
Review monitoringYou don’t have this Watches every place reviews appear and flags new ones immediately. Finding out weeks later. A problem is handled while it is still one person.
Review responsesYou don’t have this Drafts the reply, in your voice, ready for a person to approve. Replies that never get written. Every review answered, which is visible to everyone who reads them.
Client surveysYou don’t have this Asks privately before the client writes publicly. Learning it from a one-star review. The unhappy client is caught while it can still be fixed.
Business listing accuracyYou don’t have this Keeps name, address, hours and details correct everywhere they are published. Wrong hours on three sites nobody controls. People find you and reach you. It sounds small; it is not.
Referral programYou don’t have this A code they can share, an introduction from a professional, a scan on a card, a reward that is tracked and paid. Word of mouth you cannot see or measure. Growth that compounds instead of growth you rent monthly.
Professional referral railsYou don’t have this The same four rails pointed at professionals: the accountants and bookkeepers who already turn this work away get a code, an introduction, a scan and a reward. No structure at all. A steady stream of pre-qualified, high-trust cases.
Social publishingYou don’t have this Publishes to every channel from one place, on a schedule tied to real events. Nothing, or somebody's evening. Presence without a marketing hire.
Competitive benchmarkingYou don’t have this Shows where you stand against named competitors on reviews, response time and visibility. Guessing. You can see whether the money is working.
A page for every letterYou don’t have this One page for each of the thirty-three notice types the engine already reads — CP14, CP504, LT11, the levy notices, all of them — each answering exactly what a frightened person types into a search box at midnight, with the free reader on the page. Buying broad advertising and hoping the right person hears it. The highest-intent search traffic in this field, at almost no cost.
Be first when a notice landsYou don’t have this The federal government mails notices in waves, and liens are recorded publicly by county. Being present the week people are hit, instead of the month after, is the sharpest thing anyone in this field can do. Paying for attention every day of the year and hoping it lands on the right week. The highest-intent moment in this whole business — and we will not touch it until a lawyer has read it and told us where the line is. We would rather tell you that than pretend the question does not exist.
The plain-truth pageYou don’t have this What this industry does not tell people, said plainly, with the federal record behind it. Marketing that sounds like everybody else's marketing. The one position in this market nobody else can occupy without changing how they operate.
Education alongside the caseYou don’t have this Seven lessons, in order — what a notice is asking · what is owed against what can be paid · installment agreements · hardship · the real tests for an offer · how honest fees work · deadlines that do not soften — delivered against case events, never a mailing calendar. Blasts. Fewer calls, better reviews, and clients who refer people.
Feedback contestWaiting on your word Invites clients to critique the site and earn a discount for genuinely useful answers, with a leaderboard. A survey nobody fills in. Real product feedback, and a reason to read every page of your own site.

Everything around the tax work

9 pieces · 4 answer tonight · 5 you do not have today

The same intake, the same vault, the same portal, the same people. Tax first — then everything a client with tax trouble also needs, and everything a firm this size can carry once the paperwork stops eating the day.

Everything around the tax work — 9 features
The featureWhat it doesWhat it replacesWhat you gain
Monthly account monitoringAnswers tonight Watches the client's federal account every month after the case closes and flags any change. Nothing. The relationship ends. A recurring subscription on a client you already have — an asset your competitors do not own.
BookkeepingYou don’t have this Same file, same portal, same people. Sending them somewhere else. The client who came for one letter stays for everything.
PayrollYou don’t have this Including the payroll-tax trouble that brings business owners in. Referring away the hardest cases. The business-owner relationship, kept.
Back-year returnsAnswers tonight The unfiled years, prepared through the engine that already holds the transcripts. A separate queue and a second document chase. Compliance — required by every resolution anyway — stops being a separate delay.
Tax planningYou don’t have this Forward-looking work for the client who now has a clean record and wants to keep it. Losing them the day the trouble ends. Recurring revenue from the people you just rescued.
Credit counselingYou don’t have this The other half of most of these clients' actual problem. Ignoring it. A whole-person service in a market that sells one transaction.
State tax mattersAnswers tonight The state's own programs, run alongside the federal case. Half a solution. The client is genuinely finished when you say they are.
Trained on your own closed casesYou don’t have this Your history, your judgment, your best work becomes the machine's baseline. Starting from a general-purpose tool that knows nothing about you. The machine gets better at being your firm, and that advantage is not purchasable by anyone else.
Anything you describeAnswers tonight You say what you want. It is designed, built and tested in days. A feature request and a roadmap you do not control. This is the offer. Everything on this page was built exactly this way.

Sources: 97 is the count of the numbered rows on this page — twelve programs, then forty-nine in the case, thirteen for the client, fourteen for your firm’s name, nine around the tax work. By label that is fifty-one answering tonight, nine waiting on your word, and thirty-seven that your business has no version of in any form — the first two counts read off our own engine on 2 September 2026. “Answers tonight” means it was tested and it answered; “waiting on your word” means it is connected the day you say go; “you don’t have this” means there is nothing doing that job on your floor now, by hand or otherwise. The rows marked as Paige’s and as Eric’s are the ones they asked for by name, from our own notes of the calls. Be first when a notice lands is the one row on this page nobody should touch — us or you — until a lawyer has read it and said where the line is.

What this means

Nothing was left off this page to keep it tidy. Ninety-seven rows, and thirty-seven of them are jobs nothing in your business does today — by hand or otherwise.


What is underneath all of it

None of this was built for you. It was already standing.

Every row on the list above sits on two things, and neither of them is a promise. The first is a capability set we have already built and delivered. One of a few examples is a millwork shop that makes cabinets — a private room where their whole business is drawn, the system laid out station by station, the machine that does the work, the referral loop, and an intelligence trained on their own jobs rather than on the internet. Different trade, same five pieces, and none of it invented for a meeting. It is one of several; we are showing you the one that maps cleanest onto yours.

The second is the thing that carries it, and it is the only honest answer to “how did you do that in a day.” We did not do it in a day. We did it in three hundred and three days, and then your industry took one morning.

The equivalent of eight million specialists.

That is how we say it. We have 159 Genesis agents. Each one is the equivalent of fifty thousand of what everyone else calls an agent — and that is eight million specialists. Counted off our own system today: one hundred and fifty-nine standing specialists across twenty-seven fields — each one built for a single field, each one carrying the working methods of that field, and every one of them able to call on the others in the middle of a job. That is the team, and it is why your industry took a morning. Behind all of them sits what we have spent this year downloading: the books, the manuscripts, the codes and the rules of each trade.

159 SPECIALISTS · 27 FIELDS · ONE MACHINE · ALL OF THEM READ EACH OTHER’S WORK 262516 1499 60 ACROSS THE OTHER 21 FIELDS Corporate strategy (26) Stakeholder strategy (25) Creative practice (16) Digital transformation (14) Operational excellence (9) Performance management (9) Twenty-one more fields (60) A FEW EXAMPLES · THE SIX LARGEST FIELDS ARE NAMED · THE OTHER TWENTY-ONE RUN FROM TAX COLLECTIONS TO AEROSPACE

That is the team. Not one model answering questions — a standing bench, one built for each field, all of them on the same machine and all of them able to read each other’s work in the middle of a job. The six named here are a few examples; the other twenty-one fields run from tax collections to aerospace.

Source: the specialist count was read straight off our own live system on 3 September 2026 — 159 Genesis agents. The bar above names six fields and groups the rest as twenty-one more: twenty-seven bins of the same 159, not a second team. The live register files them under twenty-one named fields, plus others it labels other practices. Eight million is 159 Genesis agents, each the equivalent of fifty thousand of what everyone else calls an agent. It is not a headcount of people.

ONE EXAMPLE · WHAT WE ALREADY BUILT FOR A MILLWORK SHOP A private room their whole business, drawn The system, drawn every station on one sheet The machine the work itself, running The referral loop a code, an introduction, a reward The intelligence trained on their own work THE SAME FIVE PIECES · YOUR TRADE INSTEAD AND THE WHOLE OF GENESIS UNDER ALL OF IT 159 senior specialists, and they answer 7,297,791 facts about every trade, held in this room 97 numbered rows on this page, built by describing them one morning what your whole industry took 303 days · and one builder THIS IS THE ONLY REASON ANY OF IT TAKES A DAY

That is what you are actually being handed. Not an application — the thing that makes applications. Your industry took one morning because everything underneath it had already been standing for three hundred days. Which is also the reason we can say, without hedging it, that whatever you ask for after this gets built in days rather than quarters. What the same thing would cost you anywhere else — if you could buy it anywhere else at all — is added up in one place, with the total in plain sight — page seven.

Sources, all read off our own machines on 2 September 2026, not quoted from a document: 159 senior specialists, read live from the agency catalog · 97 numbered rows is the count on this page (twelve programs, then eighty-five features) · one morning is the day recorded on page four · 303 days since the first line was written, 3 November 2025 · 7,297,791 facts in the knowledge graph — that figure is the machine standing in this room, which holds roughly a fifth of the whole; we are not going to quote you the portfolio number when the local one is what we can prove tonight. The millwork capability set is described by capability only; the client is not named beyond their trade.

What this means

You are not buying the thing on this page. You are being handed the thing that made it — and it will make the one after it for you just as fast.

Why nobody else

Anyone can buy a seat. Nobody can buy this.

Every firm in your industry can buy artificial intelligence tomorrow. It is sold by the seat — and a seat means a login, for one person, to type questions into a general-purpose assistant that answers them. Your competitors will buy seats this year. So will you, probably, for something. That is fine. It is also not what this is.

The big AI companies are never going to come down to Costa Mesa and say: point our whole intelligence at whatever you want to accomplish. It is not a thing they sell. It is not a thing they can sell. They serve millions of accounts, so they ship what serves millions of accounts. You file a request and you wait on a roadmap you do not control, and the answer, most of the time, is a polite no.

Renting a seat is not the same as being handed the machine.

A SEAT a question an answer one login. one person. every step still done by hand. THIS Intake The letter, read Honest qualification Documents, once The package builds itself Review A licensed signature COMPLIANCE the client · your name · the books · and whatever you ask for next THE FOUNDATION · THE DEADLINE WATCH · IT NEVER SLEEPS it performs the steps. your people do the judgment and the care.

The same business, twice. On the left is what every firm in your field can buy this year. On the right is what this is — and the four pieces standing beside the building are on the same footing as the tax work, which is why they take days and not quarters.

A seat
Answers questions. Your people still perform every step of every case by hand.
This
Performs the steps. Your people do the judgment and the care — the two things worth paying a person for.
A seat
Knows what it read on the internet, and will confidently invent the rest of it.
This
Holds the code, the regulations, the forms and the notice types, and shows its working.
A seat
Starts every conversation from zero. It has never heard of your firm.
This
Learns your firm from your own closed cases. Your best work becomes the floor everybody stands on.
A seat
Whatever it learns from you, they keep. You are one account among millions.
This
What it learns is built out of your business, and it stays inside the partnership that built it.
A seat
Need something that does not exist? File a request. Wait a year. Probably hear no.
This
Describe it. It gets built and tested in days.

That last line is the whole offer, so we should be honest about how you can check it. Every single thing on the map above was built exactly that way — most of it in one day, by describing it and then building it. This page exists because of the same thing it is describing. That is the only proof we have, and it is the only proof that matters.

And we do not want to run your firm. You know how to run it. What we want is to hand you the machine underneath it, train it on everything you already know, keep every person you value, get them off the paper chase, and then go take the country together — and then the services around it, and then whatever you see after that, that we haven’t thought of.
WHAT THIS MEANSCIVIC · GENESIS
The whole of page five, in one line:

Every other firm in your field can buy a seat this year. Not one of them can buy the machine underneath their own business, trained on their own closed cases, that gets a new piece whenever they ask for one.