Evaluate the case before choosing the resolution path.
Advisor combines Resolution Evaluation, Case Diagnostics, and searchable Internal Revenue Manual research with the client’s documents and case context.
- Compare the case facts across available resolution paths
- Surface inconsistencies, missing proof, and valuation issues
- Return relevant IRM sections with the answer for source review
Three ways to understand the case
Resolution Evaluation
Compare the client’s financial data with the standards and case facts relevant to an Offer in Compromise, Installment Agreement, or currently-not-collectible analysis.
Case Diagnostics
Surface inconsistent income reporting, missing substantiation for claimed expenses, and asset-valuation discrepancies that need attention.
IRS Research (IRM)
Search the Internal Revenue Manual with case-specific questions and review the cited sections behind the answer.
Search the Internal Revenue Manual
Ask a procedural question in the context of the case. Advisor returns the relevant IRM sections so the enrolled agent can review the source before deciding how to proceed.
Ask in the context of the case
Review the cited IRM sections
Open the source before acting
Review a real case with Advisor.
See how Resolution Evaluation, Case Diagnostics, and IRM research work together.