IRS letter on your desk?We take over contact with the IRS.IRS Audit RepresentationExams, appeals, collections, penalty reliefBusiness TaxPlanning and compliance for mid-size companiesIndividual & Family TaxHigh-net-worth, multi-state and cross-borderOffshore Disclosure & SDOPFBAR, PFIC and Streamlined filingsTaxpayer Rights in an IRS AuditYour rights, step by stepAudit & AssuranceAudits, reviews, 401(k) plan auditsGovernment Contracting8(a), DCAA, incurred cost submissionsMergers & AcquisitionsDue diligence, QoE, valuations
Government contractorsDCAA, rates and incurred costGovernment Contractors & TechnologyIT, professional services, federal primes and subsReal Estate & ConstructionOwners, developers, contractorsHealthcare & DentalPhysician, dental and specialty practicesRestaurants, Retail & HospitalityFranchises, multi-unit, hotels, e-commerce
New York · IRS, NYS DTF & NYC audits
From an IRS field exam to a New York State residency audit, our Manhattan advisors manage the examiner, the document requests and the deadlines, so your response is consistent at every level.
Serving New York, NY, New York State, New Jersey.
What we handle
New York taxpayers can be examined by the IRS, the New York State Department of Taxation and Finance, and the New York City Department of Finance. Each has its own forms, auditors and appeal routes, and an answer given to one is usually seen by the others.
We represent business owners, executives with multi-state income, and people who moved out of New York. For residency audits in particular, the outcome turns on records such as calendars, phone and card data, and leases, so we build that evidence before the auditor asks.
Speak with an advisorWhere we help
New York asks whether you really changed domicile, or kept a home and spent more than 183 days in the state.
Nonresident wage and business income allocation under audit.
Sampling methods that can multiply a small error into a large assessment.
Gross receipts, deductions and owner compensation under review.
Our approach
We confirm which agency, which years and every deadline.
Form 2848 for the IRS and Form POA-1 for New York State.
Records, day counts and written positions prepared before the first meeting.
Negotiate the audit result, or take it to Appeals or conciliation.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Generally, someone who maintains a permanent place of abode in New York for substantially all of the year and spends more than 183 days in the state, even if domiciled elsewhere. Statutory residents are taxed on all of their income, so day counts and housing records are central to these audits.
New York regularly reviews people who change residency, especially high earners. The state looks at your home, business ties, time spent, items you value and family location to decide whether your domicile really changed.
Yes. CPAs can represent taxpayers before the Department of Taxation and Finance with Form POA-1, including at conciliation conferences.
You can generally request a conciliation conference with the Bureau of Conciliation and Mediation Services or file a petition with the Division of Tax Appeals, within the deadline stated on the notice.
Usually. Federal changes generally must be reported to New York, and New York receives IRS audit information. We plan both responses together.
Yes. We coordinate New York City income and business tax matters with the State audit so the positions match.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
Related
CPA representation for IRS and state tax audits, appeals, collections and penalty abatement.
Learn moreOfficeAddress, local tax issues and the full range of services in New York.
Learn moreIRS and DC Office of Tax and Revenue audit representation for businesses and individuals in Washington, DC.
Learn moreNorthern VirginiaIRS and Virginia Department of Taxation audit representation for businesses, federal contractors and families in Ashburn, Loudoun, Fairfax and across Virginia.
Learn moreVirginia local taxRepresentation for Virginia business license (BPOL) tax audits and assessments in Loudoun, Fairfax and every Virginia county, city and town: classification, gross receipts, out-of-state deductions and appeals to the State Tax Commissioner.
Learn moreEmployment taxIndependent contractor or employee? IRS common-law test, Section 530 relief, the Voluntary Classification Settlement Program, Virginia misclassification penalties, the 2026 DOL proposal, and recent Tax Court cases, with audit defense for businesses.
Learn moreStart a conversation
Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.