OIC Tax Planner

Network Edition

Online Edition

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OIC Tax Planner - Network Edition


The OIC Tax Planner bundles required tax representation forms and current IRS Offer in Compromise regulations in a single product. It is tax resolution software for handling Offer in Compromise, Installment Agreement, Currently Non-Collectible, Spousal Defense, CDP and other IRS collection cases.

The network edition of OIC Tax Planner is a designed for office environments where company files are accessed across a Windows network - regardless of whether those files are worked on by multiple users or a single user.

There are two network scenarios which are supported:

1. The OIC Tax Planner application is installed on multiple workstations. The client database is placed in a shared location on the network and is used and shared by these different installations.

2. The OIC Tax Planner application is installed on multiple workstations. The client database is stored on the company's database server. The supported database servers include all editions of Microsoft SQL Server 2005 and later.



  • Downloadable directly from the Internet
  • Work simultaneously on multiple workstations and do not have to worry about how to share the data whether for review, assistance or just more manpower
  • Quick Test form to prescreen clients for eligibility before completing the time-consuming Forms 433A (OIC) and 433B (OIC)
  • Manage multiple clients and businesses
  • Automatic updates for Forms and IRS Collection Standards
  • Newly updated and enhanced flow of information between the forms
  • Automatic attachments for overflow assets and other lists
  • Automatic calculations
  • Wizards for expense standards and OIC offer calculators
  • Support over 35 tax resolution forms, including:
    Form 433-A Collection Information Statement for Wage Earners
    Form 656 Offer in Compromise
    Form 433-F Collection Information Statement
    Form 656-L Offer in Compromise (Doubt as to Liability)
    Form 2848 Power of Attorney and Declaration of Representative
    Spousal Forms, Installment Agreements, Requests and more ...
    See All Forms
  • Paid preparer list
  • Money back Guarantee
  • Our support staff is always ready to assist


Please select your edition