The Math Behind Every Resolution Case.
Automated.
Resolution Path and TaxVero's built-in tax calculators work together. The calculators run the numbers, Resolution Path reads them, and tells you exactly which path fits.
What are TaxVero's Tax Calculators?
TaxVero's built-in tax calculators evaluate a client's financial data to determine eligibility for key IRS collection alternatives: Installment Agreements, Currently Not Collectible, Partial Payment Installment Agreements, and Offer in Compromise.
Auto-populated IRS financial standards, automatic equity calculations, and computed monthly disposable income produce precise, consistent, and actionable recommendations without manual lookups, spreadsheet formulas, or version drift across the case.
- IAInstallment Agreements
- CNCCurrently Not Collectible
- PPIAPartial Payment Installment Agreements
- OICOffer in Compromise
Where Resolution Math Breaks Down
The calculation layer is where resolution cases lose accuracy. Manual workflows weren't built for the volume or the complexity that resolution practices run at.
One Case, Dozens of Calculations
Income tests, asset equity, and loan-eligibility math all have to run before a resolution path is clear, and every calculation along the way is another chance for error.
Assets Don't Follow One Formula
Bank accounts, real estate, retirement funds, and vehicles each carry different exemptions and valuation rules. Apply the wrong one, and equity numbers stop being consistent.
Installment Terms Depend on CSED, Not Guesswork
Whether a case qualifies for a 72-month or 120-month installment agreement depends on the CSED and eligibility criteria behind it, not a flat default term.
A Change in Value Means Redoing the Math
Every change to an asset's value or loan balance requires net realizable equity to be recalculated manually, increasing the risk of errors and slowing case preparation.
Every Calculation That Drives the Strategy
TaxVero's built-in calculator suite evaluates every dimension of a client's financial position to determine which collection alternatives are viable.
Auto-Populated IRS Financial Standards
National, Local, and ALE standards for the client's exact location and household size are populated automatically and updated as the IRS revises them. The foundation on which every other calculation depends.
Reasonable Collection Potential Analysis
Asset equity, future income potential, and total reasonable collection potential are calculated automatically for both lump-sum and periodic payment offers. OIC viability is evaluated instantly, so the firm knows whether to pursue an offer before investing hours building the application.
Asset Liquidity & Hardship Evaluation
Asset equity, loan eligibility, repayment affordability, and hardship considerations are evaluated automatically to determine whether assets can realistically be leveraged to satisfy a liability and how they affect collection alternative eligibility.
Resolution Recommendations & Next Steps
Each viable collection alternative surfaces with recommended actions, program requirements, and key considerations. The analysis goes beyond eligibility; it provides a clear path for evaluating and pursuing the most appropriate resolution option for the client's specific financial position.
TaxVero's case strategy engine
Resolution Path is TaxVero's case strategy engine. It takes the structured analysis from Taxometrics, including compliance status, CSED timelines, penalty history, and collection activity across every tax year, and surfaces the viable collection alternatives: Full-Pay, Installment Agreement, Partial-Pay Installment Agreement, Offer in Compromise, Currently Not Collectible, with estimated amounts and the procedural steps to execute each one.
Strategy grounded in the structured data, not pattern matching.
- FPFull-Pay
- IAInstallment Agreement
- PPIAPartial-Pay Installment Agreement
- OICOffer in Compromise
- CNCCurrently Not Collectible
Strategy Without Structure Is Guessing
Knowing the resolution options isn't the hard part. Knowing which one fits with the numbers to back it up is where most firms struggle.
Every Case Requires Multiple Eligibility Checks
Filing compliance, CSEDs, MDI, penalties, and financial information all have to be evaluated before a resolution recommendation means anything.
Resolution Options Aren't One-Size-Fits-All
A Full-Pay Installment Agreement, PPIA, CNC, or Offer in Compromise can all be correct, but only the numbers decide which one actually is.
Turning Analysis Into Action Is Time-Consuming
Identifying the right strategy is one step. Mapping it to the correct forms, supporting documentation, and filing process is another.
Case Changes Require Strategy Changes
A new return, an updated transcript, a revised financial picture, any of it can shift the recommended resolution, and the case has to be re-evaluated to catch it.
How Resolution Path Works
Read
Pulls structured analysis from Taxometrics.
- Compliance status · Penalty history
- Balances · Collection activity
- Every tax year · Every entity type
Map
Every CSED calculated automatically.
- Pending offers · CDP appeals
- Bankruptcy stays · Other tolling events
Recommend
Viable collection alternatives surfaced with estimated amounts.
- Full-Pay
- Installment Agreement
- Partial-Pay Installment Agreement (PPIA)
- Offer in Compromise (OIC)
- Currently Not Collectible (CNC)
Strategy Grounded in Structure, Not Memory
When the calculation layer is automated, it changes what your team recommends, how fast they recommend it, and how defensible that recommendation is when a client pushes back.
Every Recommendation Tied to the Data
No collection alternative surfaces without the math behind it. Every option Resolution Path recommends is backed by the equity, disposable income, and CSED calculations, visible, auditable, and defensible.
Live Recalculation
When transcripts refresh and new transaction codes appear, the calculator reruns, and the recommended path updates automatically. Your team is always working from current numbers, not a calculation done three weeks ago on a spreadsheet no one can find.
Procedural Guidance Built In
Each recommended path includes the steps to execute it, which form to file, where to submit, and what the client needs to provide. The strategy doesn't stop at the recommendation. It carries through to the action.
The Full Case History, On Record
Every calculation, every recommendation, every change across the case lifecycle is timestamped and logged. When a client's position shifts, your team can see exactly how the strategy evolved.
Everything You Need to Know About Resolution Path & Tax Calculators
TaxVero's built-in tax calculators evaluate a client's complete financial position to determine eligibility for key IRS collection alternatives: Installment Agreements, Partial Payment Installment Agreements, Currently Not Collectible, and Offer in Compromise. The system applies IRS Collection Financial Standards based on the client's location and household size and dynamically calculates asset equity. Monthly disposable income is automatically calculated based on gross monthly income minus allowable living expenses under IRS Collection Financial standards. Every figure traces back to the same validated case data. No manual lookups, no spreadsheet formulas, no version drift.
Collection Statute Expiration Dates are calculated automatically for every tax year on the case, with tolling events factored in, pending offers, Collection Due Process appeals, bankruptcy stays, and other suspensions. When new transaction codes arrive through a transcript refresh, affected CSEDs recalculate and the recommended strategy updates.
Based on the calculated figures, Resolution Path identifies potential IRS resolution options, including Full-Pay Agreements, Partial-Pay Installment Agreements (PPIA), Offer in Compromise (OIC), and Currently Not Collectible (CNC) status. Every recommendation is grounded in the MDI and CSED math.
Stop calculating. Start strategizing.
Resolution Path runs every calculation the moment the transcript analysis is ready and feeds the validated figures directly into your worksheets and forms.
The numbers shouldn't be where your practice loses its edge.
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