IRS Representation
Protect Your Rights: Time Is of the Essence
If you’ve received an IRS-issued Notice of Deficiency or Notice of Determination, DON’T DELAY—contact us today to preserve your right to petition your case to the U.S. Tax Court. Filing deadlines are statutory and cannot be extended.
Notice of Deficiency: Your petition must be filed with the Tax Court within 90 days of the notice issuance date to preserve your right to challenge the IRS’s asserted deficiency.
Notice of Determination: Your petition must be filed within 30 days of the notice issuance date to preserve your right to challenge the IRS’s determination.
We’re here to help evaluate the merits of your tax case. Contact us to schedule a consultation and take the first step in protecting your rights.
Facing the IRS doesn’t have to mean facing it alone.
Bitar Advisors and our team at Persona Tax specializes in representing individuals and businesses before the IRS (and state taxing authorities) with clarity, strategy, and results. Whether you're dealing with tax debt collection, facing threats of passport revocation, responding to audits, or struggling with years of unfiled returns, our team has the experience and judgment to help you take back control. We assist clients nationwide with Offers in Compromise, IRS Notices of Liens and Levies, forensic reconstruction of incomplete records, and other complex non-compliance issues—always with discretion and a commitment to resolution. When the stakes are high, we're the team clients turn to for skilled, thoughtful IRS advocacy.
Representation
Case Study #1
Resolving a $608,000 Tax Debt Through Strategic Offer in Compromise
Client Type: Small Business
Resolution Timeframe: 9 Months
When “Linda” came to us, her family was overwhelmed by an IRS balance exceeding $600,000, stemming from years of unfiled returns and unreported self-employment income that threatened to sell their home and levy their bank account. The family's financial reality—disorganized small business accounting, minimal assets, and evident hardship—stood in stark contrast to the IRS’s presumptions.
Our team took a forensic approach, reconstructing Linda’s income and allowable expenses and creating a comprehensive IRS financial profile that revealed a much lower ability to pay. To strengthen our position, we established a custodial compliance account jointly managed by Linda and a trusted family member, demonstrating fiscal seriousness and discipline.
We submitted a compelling Offer in Compromise via IRS Form 656, supported by a detailed Form 433-A (OIC). After nine months of substantiation, the IRS accepted our offer of $245,000—discharging over $345,000 in tax debt.
Outcome: IRS acceptance of the Offer in Compromise with no further collection action, allowing Linda to resume her career without the burden of overwhelming debt.
Representation
Case Study #2
Reducing 87% of Tax Debt – Offer in Compromise
Client Type: Real Estate Broker
Resolution Timeframe: 6 Months
Our client “Bob,” a real estate professional, faced an IRS liability of $144,000 due to years of non-compliance. With irregular earnings and no significant assets, he lacked the means to fully pay his federal and state obligations.
We quickly brought Bob into compliance by filing seven back tax returns and making current-year estimated payments—halting a pending bank levy. We then prepared and submitted a strategic Offer in Compromise, supported by IRS Forms 433-A (OIC), 433-B (OIC), and 656. The submission accurately reflected his true monthly expenses, including housing and medical needs.
To enhance the offer's credibility, we documented family loans, resolved state and local compliance issues, and addressed outstanding debts. Our proposed settlement of $19,000—less than 13% of the assessed liability—was accepted within six months.
Outcome: Bob’s entire tax liability was resolved without liens or garnishments, allowing him to focus on his family’s health and well-being.