IRS Audit Representation in NYC
What We Do
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Audit Response & Communication — We respond to IRS and state notices on your behalf using a Power of Attorney (Form 2848). In most cases, you never have to speak directly with the examining agent.
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Document Preparation & Organization — We gather, organize, and present your records in the way that auditors expect to see them. Sloppy documentation leads to denied deductions. Clean files get favorable results.
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Exam Strategy — Every audit has a scope. We review the notice, identify exactly what the IRS is questioning, and build a response that addresses those items without opening the door to additional scrutiny.
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Appeals & Protest Letters — If the examiner’s findings are unfavorable, we can protest the results and take the case to the IRS Office of Appeals, where the majority of disputes are resolved without going to court.
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State & City Audit Defense — New York State’s Department of Taxation and NYC’s Department of Finance conduct their own audits, especially targeting residency claims and UBT compliance. We handle those too.
What an Audit Actually Looks Like
Most IRS audits aren’t the dramatic showdowns people imagine. The majority are correspondence audits — the IRS sends a letter asking you to verify a specific deduction or income item. You send back documentation. If the documentation checks out, the case closes. If it doesn’t, the IRS adjusts your return and sends a bill.
Where people get into trouble is responding on their own. They send too much information, or the wrong information, or they call the IRS and say something that expands the audit scope. A trained representative knows how to answer the question that was asked — and only that question.
New York residency audits are a different animal entirely. The state aggressively pursues people who claim to have moved out of New York but still spend significant time here. These audits look at cell phone records, credit card statements, doctor’s visits, and even gym membership usage to determine where you actually lived. If you’re dealing with a residency audit, professional representation isn’t optional — it’s the difference between owing nothing and owing years of back taxes plus penalties.
Got a Notice?
Send it over and we’ll tell you what it means, what’s at stake, and what to do next.