For Enrolled Agents, CPAs, and Tax Attorneys
Every calculator below runs off the same data entry flow—no retyping balances, household info, or IRS standards.
Lower tiers unlock the IA engine only; higher tiers add advanced modules, client-safe outputs, and firm controls.
Installment Agreement Suite
Guaranteed, Streamlined, Partial Pay, Reverse Step, and Elevated payment plan modeling based on the exact IRS logic you already validated.
- Threshold-aware down-payment modeling
- Dual CSED outputs (standard + down-payment)
- LR60 lien removal scenario
- Priority in Pro / Pro Plus / Firm
Available in: Free Trial (limited), Pro, Pro Plus, Firm
Hardship Evaluator
Flags when IA is impractical and documents hardship positions based on allowable expenses, court orders, and income disruptions.
- IRS standard caps displayed internally
- Outputs professional talking points only
- Integrates with financial form sections
Available in: Pro Plus, Firm
OIC Preliminary Screen
Quick “should we even file?” assessment that mirrors actual IRS rebuttal logic without revealing proprietary math.
- Highlights excess equity or disqualifying income
- Reminds clients when OICs are unrealistic
- Feeds notes into client summaries
Available in: Pro Plus, Firm
Asset & Income Allowable Analysis
Self-populates national and local standards, compares to client entries, and surfaces the IRS-allowable amount.
- Client sees their entry; pros see allowable vs. actual
- No rounding until final output
- Connects to IA + PPIA models
Available in: Pro, Pro Plus, Firm
Client Presentation Summaries
One-click export that strips out internal reasoning and delivers a clean recommendation plus payment range.
- Numbers only—no strategy text
- PDF + copy-ready text
- Protects your calculus
Available in: Pro Plus, Firm
Admin Controls
For firm accounts: seat management, IP/device history, and audit logs for every saved case.
- Reassign or lock cases
- See who exported or reopened client links
- Auto-expire dormant access
Available in: Firm