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DIY Assistant

Check whether an offer is worth reviewing

Organize the facts that matter before using the official IRS Offer in Compromise Pre-Qualifier.

Work through this list

1

Confirm filing compliance

2

Confirm you are not in an open bankruptcy

3

List income, necessary expenses, assets, and equity

4

Use the official IRS pre-qualifier as a guide

Questions to answer

What you will have when you finish

OIC screening checklist
Records to gather for Form 433-A/OIC or 433-B/OIC
Professional review warning signs
Official pre-qualifier link

How to use this safely

Use the notes on this page to organize facts before you contact the IRS, review an official IRS tool, or speak with a qualified tax professional. Keep the original notice, envelope, and every page of supporting records together.

Do not enter Social Security numbers, full bank account numbers, IRS account passwords, or complete tax returns here. If a deadline is close, a levy is active, payroll taxes are involved, or you are unsure about appeal rights, get individual review before acting.

Keep in view

Only the IRS can decide whether to accept an Offer in Compromise.
This assistant never says you qualify with certainty.