TRUIDIAN

Everything about a tax case.
One clear understanding.

Truidian ingests transcripts, returns, notices, financials, and case context — then connects the evidence into documented findings and a professional report.

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01Analysis

Case understanding

Installment Agreement — with compliance prerequisites

Total assessed balance $47,2182019–2024

2022 return not filed

Supported by records

Account transcript · TC 150 absent

Revenue Officer assigned

Supported by records

TC 971 · Notice CP504 sequence

Installment Agreement defaulted

Supported by records

TC 971 · Prior IA terminated

POA status unconfirmed

Information needed

Form 2848 not visible in records

02Report

TRUIDIAN

Case Analysis Report

Multi-year account review · Findings supported by provided records

Executive summary

This analysis reviews IRS account activity from 2019 through 2024 based on transcripts and case information provided. Three material filing gaps were identified. Collection activity is active with an assigned Revenue Officer. Resolution options depend on restoring filing compliance before installment or offer evaluation.

Assessed balance$47,218
Open periods3
Collection statusActive
03Missing facts

It doesn't guess.
It asks what the records can't show.

After documents are analyzed, Truidian requests only the information still needed to complete the picture.

Not visible in wage transcripts for current year

Is the taxpayer currently employed?

Yes — W-2Yes — self-employedNoUnsure

Business returns suggest active entity

Are payroll deposits current?

YesBehindN/AUnsure

433 data incomplete

Is the home owned or rented?

OwnedRentingOtherUnsure

Large deposit flagged in financial review

Has the taxpayer recently received inheritance proceeds?

YesNoPendingPrefer not to say
04Begin

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