AI Resolution Recommendations
A starting point for the resolution path
A suggested resolution path — Installment Agreement, PPIA, CNC, or OIC — generated from a client's financial profile as a starting point for your own judgment, not a replacement for it.
This is on our roadmap, not available in TaxResOS today. We’re publishing what we’re planning so you know where the product is headed — not to imply it’s shipped.
Financial-profile analysis
Analyze financial data against current IRS collection standards.
Program suggestions
Suggest which resolution programs a case likely qualifies for.
Practitioner review, always
A starting point for your analysis — the final call stays with the preparer, EA, CPA, or attorney on the case.
Ready to modernize your tax resolution practice?
Book a demo and see how TaxResOS replaces your patchwork of tools with one platform.