Pre-Screen Tax & IRS Inquiries Before They Reach Your Firm

Not every tax problem has a viable resolution. PreIntake.ai identifies cases with real opportunities for relief, installment agreements, or offers in compromise before your team invests time.

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Common Tax Intake Challenges

These issues consume staff time without producing viable resolution cases.

35%
Can't Afford Any Payment
No income, assets, or ability to make installment payments
25%
CDP Deadline Missed
Collection Due Process rights already expired
25%
Already Working with CPA/EA
Looking for second opinion or shopping for lower fees
15%
Unrealistic Expectations
Expects full debt elimination when not OIC-eligible

See What Your Team Receives

Richard Patterson

IRS Back Taxes
Qualified

Owes approximately $85,000 in back taxes for 2020-2022. Self-employed contractor who fell behind during COVID. Just received CP504 notice. Stable income now at $6,500/month. No prior installment agreement defaults. Within 30-day CDP window.

Key Factors

✓ Within CDP deadline ✓ Stable current income ✓ No prior IA defaults ✓ All returns filed ○ May qualify for IA or OIC

Recommended Action

Priority follow-up. Client within CDP window with viable installment agreement or OIC potential based on income-to-debt ratio.

INTAKE
Hello! I'm here to help gather some information about your tax situation. Let's start with your name.
VISITOR
Richard Patterson
INTAKE
Thank you, Richard. What's the best phone number to reach you?
VISITOR
(555) 789-0123
INTAKE
And your email address?
VISITOR
rpatterson@email.com
INTAKE
Thanks Richard. Can you tell me about your tax situation? What type of tax issue are you dealing with?
VISITOR
I owe back taxes to the IRS. I'm a contractor and fell behind during COVID when work dried up. Now they're threatening to levy my bank account.
INTAKE
I understand. Approximately how much do you owe?
VISITOR
About $85,000 total for 2020, 2021, and 2022.
INTAKE
Have you received any recent notices from the IRS?
VISITOR
Yes, I got a CP504 notice about two weeks ago. It says Intent to Levy.
INTAKE
Are all of your tax returns currently filed, or are there any unfiled years?
VISITOR
Yes, everything is filed. I just couldn't pay what I owed.
INTAKE
What is your current monthly income?
VISITOR
Work has picked back up. I'm making about $6,500 a month now.
INTAKE
Have you ever had an installment agreement with the IRS before that defaulted?
VISITOR
No, this is the first time I've had tax problems.
INTAKE
Are you currently working with a CPA, enrolled agent, or another tax professional on this matter?
VISITOR
No, I haven't talked to anyone yet. I just got scared when I saw the levy notice.

Barbara Morrison

IRS Levy
Not a Fit

IRS levy already in place since 2024. CDP hearing already held and lost. Previously defaulted on two installment agreements. Currently unemployed with no assets. No viable resolution options remaining.

Key Factors

✗ CDP rights exhausted ✗ Two prior IA defaults ✗ No current income ✗ Levy already in effect

Reason for Decline

CDP rights exhausted with active levy. Prior installment agreement defaults and no current income eliminate standard resolution options. Provided information on IRS Taxpayer Advocate Service.

Intelligent Case Routing

Every inquiry is assessed and routed based on resolution viability.

GREEN

Qualified

Viable resolution path. Priority follow-up recommended.

YELLOW

Needs Review

Potential case. Financial documentation needed for assessment.

RED

Not a Fit

No viable options. Politely declined with IRS resources.

Built for Tax Resolution Firms

📅

CDP Deadline Tracking

Identifies Collection Due Process windows from notice dates to preserve appeal rights.

💰

Resolution Viability

Assesses installment agreement and OIC potential based on income, debt, and history.

🔍

Prior Default Detection

Identifies clients with previous installment agreement failures affecting new IA eligibility.

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