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    our legal blog

    Is using Tax Preparation Software a good idea?

    December 10, 2017 | Tax Issues

    Is using Tax Preparation Software a good idea? The ability to prepare and file your own income tax return can be a very convenient experience.  There are many tax software programs available, and most do a good job of helping you prepare and file the income tax returns for a small fee. For the average taxpayer, these programs cover the main issues, and produce an accurate tax return after a few hours of data entry. Most taxpayers take paying their taxes... CONTINUE READING

    Filing of Tax Lien Notice

    November 30, 2017 | Tax Liens

    Filing of Tax Lien Notice When a taxpayer owes the IRS, they may the question, Is there a tax attorney near me? The tax laws create a tax lien that needs to be satisfied before it is extinguished. When balances owed reach certain limits, and after the IRS demands that you pay the tax debt, and the tax debt remains unpaid, the Internal Revenue Service will file a public notice that the tax lien exists. The notice is called Notice of Filing of Tax Lien (NFT... CONTINUE READING

    How Can the IRS Taxpayer Advocate Help!

    July 10, 2016 | Tax Issues

    How Can the IRS Taxpayer Advocate Help! A recent client came to me with a unique problem. He and his wife owed the IRS about $80,000. He was a NYS Judge and if the IRS filed a notice of federal tax lien (NFTL), it would be very embarrassing to him and since he handles business law cases, the Chief Judge may ask him to resign since the tax liens would effect his credibility in the court system. The IRS wanted to file the NFTL to protect its interes... CONTINUE READING

    Two uses of the IRS form 433-A, 433-B or 433-F

    June 2, 2016 | Tax Debt

    Two uses of the IRS form 433-A, 433-B or 433-F While involved with an IRS collection case, for matters over $50,000 the IRS will ask for a 433-F form to be completed, which is a financial disclosure of your assets and income, or a form 433-A/B form (a variety of the 433-F form) if an IRS Revenue Officer is assigned to your case. From the clients perspective they... CONTINUE READING

    When is an Offer In Compromise a means for penalty relief?

    May 10, 2016 | Offer in Compromise

    When is an Offer In Compromise a means for penalty relief? I had a recent client that owed about $30,000 to the NYS Tax Department. The taxes related to late filed income tax returns for a few years, where he sold a sizable asset. We went through the normal procedure of filing the unfiled tax returns, and once the tax assessments were received we attempted to get the penalties abated. It was somewhat hopeless (to be honest). I felt bad since the client on... CONTINUE READING

    Innocent Spouse Relief Tax Rules

    March 1, 2014 | Tax Relief

    Innocent Spouse Relief In September 2013, the tax law was revised to greater benefits for those who are seeking tax relief related to debts incurred when they signed a joint tax return was an ex-spouse. The new tax law increases the chance that the Internal Revenue Service will hold that the ex-spouse is not liable for the sins of the other. Clients who are seeking this type of relief would benefit greatly from an attorneys assistance in correctly documen... CONTINUE READING

    IRS First-Time Abatement

    February 15, 2014 | Tax Issues

    IRS First-Time Abatement The IRS First-Time Abatement Policy can be a very useful tool to lower an outstanding tax bill. It is most helpful when someone made a one-time mistake (late filing of return, late payment of tax, etc.) and the IRS penalized the taxpayer for this lateness. If you have filed all of your tax returns, and have made arrangements (such as an installment agreement) to pay whatever tax is owed, you can ask the IRS to abate the pe... CONTINUE READING

    IRS Tax Help

    January 26, 2014 | Tax Help

    IRS Tax Help Many New York City and New York State Capital District residents know that tax season is right around the corner and it is not on top of their wish list of pleasurable activities. After all, the filing of income tax returns is a time consuming process, and the complex tax laws are sometimes confusing. For most of us, we wished there was a simpler way. While the process can be painful, it does not compare to the hardship you will poten... CONTINUE READING

    Amending Same Sex Couple’s Tax Returns

    January 11, 2014 | Tax Issues

    Amending Same Sex Couple's Tax Returns In 2011 we represented a client who had unfiled tax returns, and we created for him a tax payment plan. The client was a spouse in a same sex marriage. We prepared and filed the income federal income tax returns as single for the Internal Revenue Service,... CONTINUE READING

    FBAR IRS – Foreign Bank Records

    December 22, 2013 | FBAR

    FBAR IRS - Foreign Bank Records Recently the Court of Appeals for the Fourth Circuit affirmed a lower district court, and ruled that two US taxpayers are required to supply foreign account bank statements under a FBAR IRS subpoena. This ruling is consistent with other Courts around the country who have held that one can not invoke your fifth amendment rights to avoid producing the documents... CONTINUE READING

    NY State Tax Warrant: What to Expect and How to Resolve

    What Is a Tax Warrant in NY? How to Resolve New York Tax Liens The New York Department of Taxation and Finance (NYS DTF) can file a tax warrant against you if you have delinquent income tax, sales tax, or other N...