Tell Us What You Know.
Clear questions, useful explanations, and room to say “I’m not sure.”
Resolution · Your Financial Organizer
CLARITY STARTS
WITH YOUR
WHOLE PICTURE.
You Don’t Have To Figure It All Out At Once.
Bring the facts. Bring the questions. We’ll work through your household, income, assets and expenses—one calm step at a time.
Existing clients: use your current Genesis access link. New to the firm? Start With The Free Tax Consultation.
The Book Explains The Foundation
Now We Put It To Work.
The resolution section of THE TAX CUTTERY® Guide to Federal Income Taxation | Professional Edition introduces the process. This organizer connects that conversation to your actual circumstances.
A balance tells us what the IRS says you owe. A complete, supported financial picture helps us evaluate what comes next. Your answers and documents give that picture substance.
Connect The Evidence.
Account statements beside accounts. Pay statements beside income. Records where they belong.
Review It Together.
See what you’ve supplied and what needs attention before the firm reviews the next step.
A Note From Paul
Accuracy Matters
More Than Speed.
“If you don’t know an answer, tell us. If a document is missing, we’ll identify it. Getting the facts right matters more than rushing through. Let’s begin with what you already know.”Paul D. Diaz, EA, MBA
Your Facts. Updated As Life Changes.
Your organizer is designed to keep prior information available for review. Confirm what is still true, update what has changed, and provide current statements. A previous balance is never silently treated as today’s balance.
What Is Form 433-A?
It is an IRS collection information statement for wage earners and self-employed individuals. The firm determines which form applies and reviews the information before preparing any statement. Completing this organizer is not filing a form with the IRS.
Read IRS Publication 1854 — June 2026 ↗