As far as we are aware there is nothing provided in this arena directly from the taxing agencies. You can always do an internet search and find information but the results may vary and may not be reliable.

An offer in compromise tolls (“freezes”) the IRS 10-year statute of limitations on collection (see Is the IRS 10-year statute of limitations for collection on hold while OIC is under consideration?) Items relating to a installment agreement (“IA”) such as the period an IA is under consideration if a hold on collection has been issued [...]

Health insurance premiums are allowable and should be included in both installment agreements and offers in compromise. As for the Affordable Care Act (“ACA”) penalties, I would include them and see if the IRS fights you on this. It remains to be seen whether they will allow the expense or not.

It is our preference to have a Revenue Officer handling a client’s case as opposed to automated collections. When possible we request that a client’s case be transferred to local Revenue Officer. We also ask for this when a client’s case has been assigned to a Revenue Officer that is not geographically desirable. What I [...]

Yes. In many instances the IRS representative (assuming the taxpayer is in automated collections) will take the information over the phone. In those instances it is not necessary but if they request that the form be faxed over or mailed in, a signature is required. And better be safe than cause delays in reaching a [...]

Yes, CNC status typically lasts up to 2 years at which time the IRS may ask for updated financials. Sometimes the time period is less and sometimes the IRS does not follow up. The latter is a rare occurrence.