Case study · Form 433-F automation
Automating IRS Form 433-F Prep for a Mid-Market Tax Resolution Firm
One tax resolution firm with 300+ active IRS collection cases reported reducing 433-F preparation time from about 90 minutes to about 30 minutes—roughly 67%.
One firm managing
300+ active IRS collection cases
Reported preparation time before
~90 min per 433-F
Reported preparation time after
~30 min per 433-F
Rounded time reduction
~67%
The challenge
Preparing a 433-F took time away from case review.
For this firm, collecting financial information and preparing Form 433-F involved manual review and data entry. Which forms are required depends on the taxpayer's circumstances and the IRS process; this case study concerns 433-F preparation only.
The firm described a manual preparation process
For the workflow described by the firm, case managers gathered financial information from records such as bank statements, pay stubs, benefits statements, and expense records, then entered relevant details for Form 433-F. The firm reported preparation taking about 90 minutes before using Rima.
The problem was never just data entry
Preparing a financial statement can involve contextual decisions, such as how reported income and expenses relate to the taxpayer's records and applicable IRS standards. Rima's prepared draft still requires practitioner review.
The variance problem compounded the difficulty
Client records can vary in format and completeness. The workflow uses source documents to prepare a draft, which the firm's practitioner must check against the original records and correct as needed.
Manual preparation competed with case review
The firm described manual data entry and transfer as part of its 433-F preparation workflow. The available case-study information does not quantify annual hours spent on that work.
The solution
Rima AI helped prepare a 433-F draft for practitioner review.
For this firm's described workflow, Rima used source documents and configured rules to prepare a Form 433-F draft. A practitioner remains responsible for checking the information, resolving issues, and deciding whether to approve or submit it.
Automated document intake and classification
The described workflow used records such as bank statements, pay stubs, benefits statements, and expense records. Rima classified documents and extracted information to support preparation of the draft; source information still needs to be checked.
Field mapping for practitioner review
Extracted information is mapped into Form 433-F fields using configured rules. The practitioner must verify each value and its placement against the source documents, current IRS instructions, and the facts of the case.
Gap detection and outlier flagging
Before producing a draft, Rima can flag missing documents, incomplete information, and values outside expected ranges for the team to investigate. Flags do not establish that a draft is complete or correct.
A draft that still needs review
The output is a pre-populated Form 433-F draft for practitioner review. The reviewer checks it against the source records, corrects errors, resolves gaps, and determines whether it is ready for any next step.
The results
The firm reported a shorter 433-F preparation time.
For this firm's reported workflow, preparation time changed from about 90 minutes to about 30 minutes per Form 433-F. This result is specific to the firm and should not be generalized to other forms, teams, or cases.
These timings are case-specific, not a universal performance promise. Preparation time is distinct from practitioner review and any IRS submission. The measurement methodology, sample size, and practitioner review time were not published.
A reported change in preparation time
The firm reported the change from about 90 minutes to about 30 minutes per 433-F while managing 300+ active IRS collection cases. The case-study information does not establish staffing changes or hiring avoided.
Practitioner review remains essential
A prepared draft does not replace professional judgment. The team must verify the source information, applicable requirements, and final form; this case study does not report an error, rework, or IRS rejection rate.
Preparation is separate from case outcomes
The reported timing concerns preparing a Form 433-F. It does not measure practitioner review time, case resolution rates, or whether cases were resolved.
The bottom line
One firm reported a shorter 433-F preparation time.
In this firm's reported workflow, less time was spent preparing each 433-F. The case study does not establish an effect on case resolution outcomes.
This case study describes Form 433-F preparation only; it does not report results for other IRS forms.
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