Resolve tax issues. Not just flag them.
From IRS notices to installment plans. Instead analyzes the problem, evaluates options, and builds the response, including ability-to-pay, OIC, penalty abatement, and audit defense.
Tax resolution is complex. The workflow shouldn't be.
Every notice has a right response. Instead analyzes transcripts, financial data, and the notice itself, then recommends the optimal path and builds the deliverable to support it.
Upload the notice. Get the resolution.
Upload the IRS notice, account transcripts, and client financial documents. The agent identifies the notice type, analyzes the underlying issue, evaluates all available resolution paths, and recommends the best approach. It then builds the supporting documentation. Forms, letters, and analysis, ready for filing.
The agent reads the notice so
your team skips to action.
Every notice type. Parsed and analyzed.
Notice identification
Recognizes CP2000, CP504, LT11, and dozens of other IRS notice types. Extracts key dates, amounts, and deadlines.
Transcript analysis
Pulls data from account transcripts to verify the IRS position. Identifies discrepancies between transcript and return.
Deadline tracking
Extracts response deadlines and calculates days remaining. Flags urgent notices that require immediate attention.
Issue categorization
Classifies the issue. Unreported income, math error, late filing, balance due. Routes to the right resolution path.
Prior history review
Checks for patterns. Repeated notices, prior installment agreements, previous penalty abatements. Uses history to inform strategy.
Response generation
Drafts the IRS response letter with supporting schedules, calculations, and documentation. Ready for practitioner review.
Complete 433-A workpapers. Automated.
The ability-to-pay analysis is the foundation of most resolution cases. Instead builds a complete Form 433-A workpaper from source documents, including bank statements, pay stubs, asset documentation, and expense records. National and local standards applied automatically. Ready for installment plans or OIC submission.
Find the right payment plan. Automatically.
Every installment option evaluated. The right one recommended.
Guaranteed installment agreement
For balances under $10,000. The agent verifies eligibility and prepares Form 9465 with the minimum required monthly payment.
Streamlined installment agreement
For balances under $50,000. No financial disclosure required. The agent calculates the payment term and monthly amount.
Partial pay installment agreement
When the client can’t pay in full within the CSED. Based on 433-A analysis, the agent calculates an affordable monthly amount.
Payment plan comparison
Side-by-side comparison of all eligible installment options. Monthly amount, total paid, interest accrued, and time to resolution.
Know if an OIC will work before you file it.
The agent calculates the IRS reasonable collection potential (RCP) using the 433-A data, compares it to the total liability, and determines whether an Offer in Compromise is viable. If it is, the agent prepares the offer amount calculation, supporting narrative, and required forms. If it's not, it explains why and recommends alternatives.
Pre-built workflows for every resolution path.
Each workflow guides the agent from intake to deliverable.
Tax resolution decision tree
Analyzes transcripts, financial position, and statutes to recommend the optimal IRS resolution path. IA, PPIA, CNC, or OIC.
Ability-to-pay analysis (433-A)
Builds a complete IRS Form 433-A workpaper from source documents. RCP calculation, asset inventory, and IRS standards applied.
Offer in Compromise
Calculates reasonable collection potential, prepares the offer amount, and builds Form 656 with supporting narrative and documentation.
Installment agreement
Determines the right agreement type, prepares Form 9465, and calculates monthly payment amounts based on balance and financials.
Penalty abatement
Screens for first-time abatement, evaluates reasonable cause, and drafts the abatement request with supporting documentation.
Custom workflows
Your firm’s resolution process, codified. Describe your workflow and the agent builds it for every case.
Build the case for penalty relief.
Reasonable cause. First-time abate. Statutory.
First-time abatement
Checks 3-year compliance history and prepares the FTA request. The most common, and most overlooked, relief option.
Reasonable cause
Analyzes the facts for reasonable cause criteria. Builds a supporting narrative letter with timeline and documentation.
Statutory exceptions
Identifies applicable statutory exceptions. Disaster relief, combat zone, IRS errors. Prepares the supporting claim.
Penalty calculation
Calculates the exact penalty amount at stake. Failure to file, failure to pay, accuracy, and estimated tax penalties.
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