OIC Checklist
We’ve created this easy-to-follow checklist to help guide you through collecting the information we need to prepare an Offer in Compromise for the IRS.
Once you share the requested information with us, we’ll prepare and finalize your offer for your review.
After completing the checklist, please upload your documents through the secure Google Drive folder link provided to you by Bitar Advisors during onboarding.
OIC Document Checklist
For the best mobile experience, please open the checklist directly. After completing the checklist, upload your documents through the secure Google Drive folder link we provided to you during onboarding.
Open OIC ChecklistTip: Complete the checklist first, then use your secure client folder link to upload the documents listed in the checklist.