Illustrative example run through the same engine — not a specific client. Local standards and asset values must be verified per case.
One screen for the client’s whole case — balance, abatable penalties, the recommended path, the CSED clock, the pre-filled forms and the package. It reads what your other tools already saved.
Open the Case CockpitReasonable Collection Potential from net realizable equity + future income against the IRS Collection Financial Standards — Form 656 fee, 20% initial payment, low-income waiver. Mailed on paper.
Open OIC CalculatorWhich tier they qualify for (guaranteed / streamlined / regular), the minimum monthly payment, whether Form 433-F is required — cuts the failure-to-pay penalty in half.
Open Installment AgreementScreen for First-Time Abatement — one phone call — or build a reasonable-cause case, and print a ready-to-mail letter. Often worth hundreds to thousands per client.
Open Penalty AbatementSometimes the debt's collection statute already ran out. Compute when the IRS's right to collect, assess, or the taxpayer's right to a refund, simply expires — with tolling for bankruptcy, OIC and CDP.
Open Statute CalculatorPaste the client’s IRS account transcript and read what matters — the collection statute (CSED), the penalties you can abate, the balance and liens — decoded and cited in seconds.
Open Transcript Analyzer