New OIC Clients
Preparing a strong offer for the IRS is our speciality.
Share this important background information with us so we can begin evaluating the strongest offer strategy available to you.
After completing this form, Bitar Advisors will review your responses and follow up regarding next steps, document collection, and whether an Offer in Compromise may be appropriate for your situation.
New Client OIC Intake & Document Checklist
For the best mobile experience, please open the intake form directly. This form helps us understand your tax balances, compliance status, income, assets, expenses, and the documents needed to evaluate an Offer in Compromise.
Open New Client OIC IntakeTip: Have recent IRS or state tax notices, income documents, bank statements, and major monthly expense information nearby when completing this form.