The OIC Tax Planner is interactive desktop software for the seasoned tax pro, downloaded to your computer, that provides the required forms, help and publications on all IRS collections issues. All bundled together in a fill-in-the-form program that allows you to enter information once and flow to appropriate forms, schedules and overflow sheets generating ready to submit forms.
This package includes OIC Tax Planner software and the IRS Manual-Interactive DVD which gives the practitioner access to the same research resources that the IRS agents and officers know, use and ask. The Interactive DVD contains a comprehensive collection of federal tax documents, IRS code, regulations, and more, all searchable by content. Better to know the answers to questions before they are asked!
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Created by professionals for professionals!
"Thank you for an excellent product at a great price. Because your OIC Tax Planner is so intuitive to use, I was able to complete the Offer in Compromise forms for a client immediately upon downloading your software. Offers in Compromise and Installment Agreements have just become more profitable for my company. You are far ahead of Pitbull."
- Steven G. Havertine, EA, Southwest Tax Solutions, Phoenix, Arizona
Who needs the OIC Tax Planner?
Tax professionals: enrolled agents, CPA's and tax attorneys.
What is the OIC Tax Planner?
The OIC Tax Planner is interactive desktop software that provides the required forms, information and help on all current IRS Offer in Compromise regulations. All bundled together in a fill-in-the-form program that allows you to enter information once and flow to appropriate schedules, forms and overflow sheets generating a ready to submit Form 656. A list of the forms and publications contained in the OIC Tax Planner can be found in our FAQ section.
Why do you need the OIC Tax Planner?
Because the rules, forms and protocols change from day to day, the OIC Tax Planner support network searches the IRS site to find the latest form updates and alerts you to download them to your system. Additionally, the software, through its exclusive Q-Test module, allows you to run various scenarios to see if your clients will qualify for an offer. Fifteen minutes will save you hours.
Where and How does the OIC Tax Planner operate?
The OIC Tax Planner is NOT Web Based. Upon purchase, it is immediately downloaded to your computer. You may also install the software on one additional laptop, and use this software for as many individual and business clients as you wish, for as long as you wish. Network versions are also available.
When does my license for the OIC Tax Planner expire?
Your license does not expire, as mentioned above, your use is not limited in any way. However during the renewal period, we ask for your renewal at a substantial discount from your original purchase price. This will allow you to continue receiving updates for the subsequent year.
Can I get a demo?
A demo is not available, we believe the only way to experience the power of the OIC Tax Planner is to purchase the full working version, backed with a full 60 day money back guarantee. If you are not satisfied for any reason within that period, simply call or e-mail our support team, and your money will be refunded within 3 business days.
Know what the IRS agents and officers know!
|NEW||OIC Tax Planner - Network Edition||NEW|
* Edition for up to 5 users
* Edition for 6 or more users
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.
Forms have been updated!
The IRS is constantly updating forms. We work hard to make sure your OIC Tax Planner is up to date! We've just updated:
- Forms: 433 A (OIC), 433 B (OIC), and 656, updated January, 2014.
- Form 9465, updated December 2013.
Thank you for choosing OIC Tax Planner!
- Your OIC Tax Planner support team
New IRS Collection Standards!
The IRS collection standards have been updated. We've updated the OIC Tax Planner to incorporate
- IRS collection standards - updated April 2013
- Form 13711 - updated March 2013
We continue to work hard to keep the OIC Tax Planner up to date.
- Your OIC Tax Planner support team
"The software is easy to use and quite comprehensive. Using the sofware I have successfully submitted more offers this year than in all my previous years of practice. I can't imagine preparing an offer without this software. This program makes my job easier and my practice more profitable."
David W. Sprague,
Sprague & Janowsky, Phila., PA