A client sends bank statements, pay stubs, tax transcripts, and an intake form. Before your team can evaluate the case, someone has to read those records, extract the financial information, prepare collection forms, and identify what is missing.

That preparation work is where Rima uses AI.

For firms evaluating AI for tax resolution, the important question is not simply whether a tool can answer questions. It is whether it can turn client documents into useful work your team can inspect, correct, and approve.

Here are five ways Rima helps tax resolution firms and enrolled agents prepare cases—with professional review built into the process.

1. Extract Financial Information from Client Documents

Tax resolution case preparation often starts with information scattered across different documents. A bank statement contains transactions and balances. A pay stub contains earnings and deductions. An intake form provides details that may need to be checked against supporting records.

Rima reads structured and unstructured documents and extracts relevant information for the selected workflow.

Supported inputs include:

Bank statements
Pay stubs
Tax transcripts
Loan statements
Utility bills
Client intake forms

Instead of manually retyping the information, your team reviews the extracted values alongside the source documents and corrects errors before moving forward.

What this looks like in practice: A case manager uploads the records needed for a collection-form workflow. Rima prepares the extracted information for review, allowing the case manager to check what was read rather than start with a blank worksheet.

The benefit: Less repetitive data entry and more attention on whether the information is complete and accurate.

2. Prepare Form 433-F, 433-B, and 433-A (OIC) Drafts

Extracting information is only part of the job. The information must also be placed into the appropriate IRS collection-form fields.

Rima supports Form 433-F preparation, Form 433-B preparation, and Form 433-A (OIC) preparation by mapping relevant values from client records into the selected form. Configured workflows apply the firm’s preparation rules and edge-case instructions.

The output is a draft for your team to review—not a substitute for practitioner approval.

What this looks like in practice: For a 433-F workflow, Rima reads the uploaded intake form, pay stubs, and bank statements, then uses the relevant information to populate the draft. The reviewer checks the prepared fields against the supporting records and resolves open questions.

The process becomes:

Upload documents → review extracted information → review the form draft → approve the work.

The benefit: Your team starts with prepared fields instead of manually transferring every figure.

Explore Rima’s tax resolution form preparation.

3. Flag Missing or Conflicting Information for Review

A populated form does not necessarily mean a case is ready.

Supporting information may be missing, records may conflict, or an extracted value may need clarification. Finding those issues is an important part of tax resolution document review.

Rima’s case completeness checks surface flagged items so the case manager can investigate them before approving the work.

What this looks like in practice: During a collection-form workflow, Rima flags information that needs attention. The reviewer opens the supporting record, checks the issue, and either corrects the information or obtains clarification from the client.

The goal is not to remove the reviewer. It is to make unresolved issues easier to find and address.

The benefit: Reviewers can use the flagged items as a starting point for resolving gaps, while still checking the full draft and its sources. AI may miss issues, so the flags should not be treated as an exhaustive checklist.

4. Turn Bank Statements into a Draft Profit and Loss Statement

For a business or self-employed client, preparing a profit and loss statement from bank statements can involve extensive transaction entry and categorization.

Rima helps prepare that work by extracting transactions and assigning categories for review.

Your team can:

Inspect the extracted transactions
Review AI-assigned categories
Make individual or bulk classification adjustments
Approve the results
Export an Excel workbook containing the P&L and supporting schedules

What this looks like in practice: A reviewer uploads client bank statements, checks the extracted transactions, and adjusts classifications before approving the prepared P&L.

A deposit is not automatically business revenue, and a withdrawal is not automatically a deductible expense. The reviewer must determine the appropriate treatment from the client’s facts and supporting information.

The benefit: Less manual transaction entry, with classification decisions remaining under professional control.

5. Research the Case with Rima Advisor

Preparing financial information often raises questions about the case itself: What remains unresolved? What should the practitioner clarify with the client? Which IRS procedures may be relevant?

Rima Advisor combines case documents and Run history with tools for case diagnostics, resolution evaluation, and Internal Revenue Manual research.

It can help surface:

Unresolved risks and questions
Potential advocacy angles
Relevant IRM sections
Talking points for a client meeting

What this looks like in practice: After a 433-A (OIC) preparation workflow, the practitioner uses Advisor to examine the case context and identify questions to address before the next meeting. The practitioner then checks the cited guidance and supporting records.

Advisor supports research and evaluation. It does not determine eligibility, choose a resolution strategy, or guarantee an IRS outcome.

The benefit: Research begins with the client’s case context, rather than an isolated question.

Explore Rima Advisor.

AI Prepares the Work. Your Team Makes the Decisions.

Tax resolution automation is most useful when it produces something your team can review: extracted information, a collection-form draft, flagged questions, a prepared P&L, or case-specific research.

Rima connects those preparation steps while keeping reviewers involved.

The purpose is not to hand professional judgment to AI. It is to reduce the manual work required before that judgment can be applied.

Want to see the process with your firm’s documents and preparation rules? Book a Rima demo.

Frequently Asked Questions

Can AI prepare Form 433-F?

Rima can extract information from client documents and populate a 433-F draft. A reviewer must verify the prepared fields, resolve missing information, and approve the form before use.

Can Rima create a P&L from bank statements?

Yes. Rima extracts transactions, assigns categories for review, and prepares a P&L workflow. Your team reviews and adjusts the classifications before approving and exporting the results.

Does Rima replace an enrolled agent or tax professional?

No. Rima supports preparation and research. The responsible practitioner verifies the facts, evaluates the available options, and makes the decisions.

5 Ways to Simplify Tax Resolution with Rima AI