You can use Rima to turn client financial documents into completed tax resolution drafts for review and approval. The system automatically reads bank statements, tax transcripts, loan records, and utility bills to fill IRS forms like 433-F, 433-B, and 433-A (OIC). It identifies missing records, flags figures that exceed IRS local standards, and generates completeness checklists. Case managers and enrolled agents can verify extractions with audit trails, evaluate resolution strategies against the Internal Revenue Manual, and prepare 1040s and P&L reports quickly.
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