How It Works
From Confusion to Clarity
in 4 Simple Steps
No phone calls. No pressure. No commitment. Just a clear picture of your IRS options — in about 5 minutes.
5 min
Average intake time
3+
Programs analyzed
$0
To see your results
About 5 minutes — no documents needed
Answer a Few Questions
Tell us about your tax debt, income, monthly expenses, assets, and any IRS notices you've received. The intake is conversational and straightforward — no tax jargon, no confusing forms.
- Filing status and tax years with unpaid balances
- Approximate debt amount and gross annual income
- Monthly living expenses and asset values
- IRS notices received (CP504, LT11, etc.)
- Whether your tax returns are up to date
No documents required. Estimates are fine.
Instant — runs in seconds
AI Analyzes Your Situation
Our AI engine processes your financial profile against the same IRS formulas and thresholds that tax professionals use every day. No human reviews your data — it's fully automated and private.
- Calculates your Disposable Monthly Income (DMI)
- Estimates your Reasonable Collection Potential (RCP)
- Checks streamlined installment agreement thresholds
- Evaluates CNC hardship criteria
- Assesses OIC eligibility based on asset equity + DMI
Built on IRS Publication 1, Form 433-A criteria, and OIC guidelines.
Personalized results — not generic advice
See What You Qualify For
Your results dashboard shows every IRS program you may qualify for, ranked by likelihood. Free users see qualification labels. Paid users unlock the actual numbers — payment estimates, settlement amounts, and timelines.
- Installment Agreement likelihood + estimated monthly payment
- Currently Not Collectible (CNC) likelihood + duration estimate
- Offer in Compromise likelihood + estimated settlement amount
- Recommended resolution path with explanation
- Step-by-step next actions (Standard & Premium)
Upgrade at any time from your results screen — no need to retake the intake.
On your terms — no pressure
Choose Your Next Step
Once you have clarity, you decide what to do next. Use your results to negotiate directly with the IRS, download your IRS-ready forms, or connect with Nexera Tax for professional handling — all without a sales call.
- Use your strategy to file directly with the IRS
- Download pre-filled Form 433-A or 433-B (Premium)
- Download your full PDF report (Premium)
- Add Expert Review for specialist guidance ($199)
- Connect with Nexera Tax for done-for-you filing
No obligation. Most users resolve their debt without professional help.
IRS Programs
What We Analyze
TaxIntelAI evaluates every major IRS resolution program against your financial profile.
Installment Agreement
A monthly payment plan set up directly with the IRS. Streamlined agreements (under $50K) require minimal paperwork and can be set up online.
Currently Not Collectible
The IRS pauses all collection activity when your expenses equal or exceed your income. The debt remains but no payments are required during hardship.
Offer in Compromise
Settle your tax debt for less than the full amount owed. The IRS accepts OICs when the offered amount equals your Reasonable Collection Potential.
Penalty Abatement
Request removal of failure-to-file or failure-to-pay penalties. First-time abatement is available to taxpayers with a clean compliance history.
Why TaxIntelAI
Built Differently
We built TaxIntelAI because the traditional tax resolution process is broken — expensive, opaque, and full of pressure.
Results in 2 Minutes
No waiting for a callback. No scheduling a consultation. Your analysis is instant.
No Phone Calls Required
We built TaxIntelAI specifically so you don't have to talk to anyone until you're ready.
No Pressure Sales
Free results are genuinely free. Upgrades are optional. We don't call you, email you, or push you.
IRS-Based Logic
Our qualification engine uses the same formulas the IRS publishes — not guesses or generalizations.
Private by Design
Your data is encrypted and never sold. We don't share anything without your explicit consent.
Know Before You Pay Anyone
Get clarity on your options before spending thousands on a tax firm that may not help you more than we do.
Ready to See Your Options?
Start your free analysis now — no credit card, no phone calls, no commitment.
Free analysis · No credit card · Results in 2 minutes