Offer-In-Compromise (OIC) Red Flags Survey

Step 1 of 6

16%

Name

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Question 1 of 9

Is your business currently operating?(Required)

Yes — actively operating

Yes — but revenue has significantly declined

No — business has closed

In the process of closing

There’s no business (personal tax only)

👉 Segments: Active vs Closed (affects OIC structure & asset evaluation)

Question 2 of 9

What type of taxes do you or your business owe? (Select all that apply)(Required)

Payroll taxes (Form 941 / employment tax)

Income taxes (corporate or pass-through)

Sales tax (state)

Trust Fund Recovery Penalty (personal payroll liability)

Not sure

👉 Segments: TFRP risk, state exposure, complexity level

Question 3 of 9

Approximately how much total tax debt is owed?(Required)

Under $50,000

$50,000 – $150,000

$150,000 – $500,000

Over $500,000

Not sure

👉 Segments: Seriousness threshold / marketing filtering

Question 4 of 9

Has the IRS filed a Notice of Federal Tax Lien or issued levies?(Required)

Yes — lien filed

Yes — bank levy or garnishment

Yes — revenue officer assigned

Not yet

Not sure

👉 Segments: Enforcement stage / urgency

Question 5 of 9

Has your income changed significantly in the past 12 months?(Required)

Yes — income decreased

Yes — income increased

No — stable

My income changes seasonally

👉 Segments: Income volatility risk

Question 6 of 9

Have you previously filed any of the following? (Select all that apply)(Required)

Offer in Compromise

Installment Agreement application

Bankruptcy

Collection Due Process (CDP) appeal

Innocent Spouse claim

None of the above

👉 Segments: CSED tolling risk

Question 7 of 9

Has the IRS assessed or threatened personal liability related to payroll taxes (Trust Fund Recovery Penalty)?(Required)

Yes — assessed

Yes — under investigation

Not sure

👉 Segments: Personal exposure

Question 8 of 9

If required, could you fund a settlement within 5 months?(Required)

Yes — access to lump sum

Possibly — with borrowing or refinancing

No — would require extended payments

Not sure

👉 Segments: Payment structure viability

Question 9 of 9

What is your primary concern right now?(Required)

Avoiding personal liability

Stopping IRS enforcement

Reducing total amount owed

Preserving business cash flow

Determining whether an OIC even makes sense

👉 Segments: Emotional driver / sales messaging angle

Before You File Your Offer, See Your IRS Red Flags

Tell us where to send your results.

You’ve just answered the core questions the IRS looks at when reviewing a business Offer in Compromise.
Based on your responses, we’ve identified potential approval risks, timing concerns, and liability exposure that most business owners overlook before filing.
Enter your information below to view your personalized IRS Settlement Risk Summary.

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Business Name (optional)

Email Address(Required)

Phone Number(Required)

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Before You File Your Offer, See Your IRS Red Flags

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