| 13Letter 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. |
| 14Notice 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. |
| 15Accuracy 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. |
| 16Free 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. |
| 17Guided 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. |
| 18Honest 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. |
| 19Collection-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. |
| 20Adversarial 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. |
| 21Allowable 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. |
| 22Low-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. |
| 23Resolution 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. |
| 24Verdict 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. |
| 25Documents 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. |
| 26Document 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. |
| 27Transcript 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. |
| 28Transcript 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. |
| 29Offer 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. |
| 30Offer 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. |
| 31Installment 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. |
| 32Agreement 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. |
| 33First-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. |
| 34Reasonable-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. |
| 35Penalty 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. |
| 36Penalty 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. |
| 37Hardship 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. |
| 38Collection-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. |
| 39Deadline 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. |
| 40Deadline 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. |
| 41Ninety-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. |
| 42Bad-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. |
| 43Practitioner 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. |
| 44Electronic 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. |
| 45Authorization 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. |
| 46Electronic 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. |
| 47Audit 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. |
| 48Fee 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. |
| 49Marketing 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. |
| 50Five-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. |
| 51Outcome 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. |
| 52Published 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. |
| 53Identity-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. |
| 54Agreement 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. |
| 55Advocate 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. |
| 56State 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. |
| 57Under-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. |
| 58Audit 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. |
| 59Bankruptcy 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. |
| 60Lien 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. |
| 61Payroll-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. |