Scope sheet
finbryn.com
Tax resolution
Offer in compromise financial statement preparation
Offer in compromise financial statement preparation from Finbryn documents real assets, income and expenses on Form 433-A, 433-B or 433-F against current IRS standards, then runs the reasonable-collection-potential calculation before any settlement number is proposed. Our enrolled agent or CPA partner submits the completed offer to the IRS under a signed Form 2848.
What is included
- Confirmed balance and collection statute runway from transcripts
- The correct form identified: 433-A, 433-B, or 433-F
- Asset schedule valued at net realizable equity per IRS methodology
- Income and expense analysis against current IRS collection financial standards
- The full reasonable-collection-potential calculation, run before any figure is proposed
- Low-income certification eligibility checked for fee and payment waivers
- The complete offer package prepared for our enrolled agent or CPA partner
- Coordination with any installment agreement or currently-not-collectible alternative
The process
- 1.
Confirm the balance and collection statute
We pull transcripts to confirm the true balance across every open year and calculate how much runway remains on the collection statute for each.
- 2.
Identify the correct form
We determine whether Form 433-A, 433-B, or 433-F applies based on entity type and case complexity.
- 3.
Document assets at net realizable equity
We value real estate, vehicles, bank accounts, retirement accounts, and business equipment at the discounted quick-sale value the IRS formula uses.
- 4.
Calculate future income capacity
We calculate monthly disposable income after allowable expenses under IRS collection financial standards, then apply the correct multiplier for a lump-sum or periodic-payment offer.
- 5.
Run the reasonable-collection-potential total
We combine net asset equity and future income capacity into the total figure the IRS's own formula would produce, before proposing any settlement amount.
- 6.
Check low-income certification eligibility
We confirm whether the application fee and upfront payment can be waived before assuming those costs apply.
- 7.
Hand off for submission
Our enrolled agent or CPA partner submits the completed offer with required payment and represents you through IRS review and any counteroffer.
Software
IRS Transcript Delivery System, Drake Tax, Adobe Acrobat, QuickBooks Online, Xero
Pricing
Offer in compromise preparation is priced as its own engagement, separate from the IRS application fee itself (waived under low-income certification for taxpayers who qualify), given the documentation and reasonable-collection-potential calculation involved. See the pricing page for current rates; we confirm the exact scope once transcripts and an initial financial review show the case is a realistic fit for an offer rather than a payment plan or currently-not-collectible status.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed September 2026