Tax Relief Attorney

What to Bring When you Meet With us The First Time

Once you have decided to have Timothy Hart represent you in your dealings with the state tax department or the IRS, we can set up a meeting to discuss the details.

What you need to prepare for our first meeting with our tax lawyer really depends on your circumstances, but at the very least you should gather enough information, so you can answer these two questions. First , which tax return periods have not been filed (a range or estimate is fine), and do you have a general idea of what you owe and to whom?

The reason I need to have information to answer these two answers, and also as a way for you to come to grips with the issue and understand the problem that needs to be solved, is that the amount of tax debt you owe is very important (as I will explain later), and to who you owe it to drives the choices we have to offer to solve the tax issue. The reason the later question needs to be answered is that the various taxing authorities have different rules that they follow when deciding on how to handle a tax matter. The solution required also depends on how old the tax debt is, and your finances. Overall, these issues are not easy, and that’s why we offer a free consultation so you get to know me, and also get some information related to how we would attack the issue.

In order to keep these meetings simple and productive, we’d like you to gather the following list of items to the extent they apply. Please be aware that we do not need all the letters you received, so a sample is fine since the IRS and NYS tax tends to send out many duplicate items over time. Here is the list:

• All the letters, reports, or notices you’ve received from the IRS or state taxation department.
• All your state and federal tax returns for the year or years that have come into question.
• Any correspondence between you and the IRS, state tax people, your accountant or return preparer or any previous representative that you’ve had involved in your taxes so our tax relief attorney can review.
• Any documents that are specifically related to the tax question(s) at hand. These can include receipts, canceled checks, child custody or divorce decrees, books, records, or data from tax prep software or accounting software you used. The key here is to narrow things down to just papers that will support your position with regards to what the tax people are asking about.

The thing to remember is that just because the IRS or state tax people are asking about your return doesn’t mean you’ve done something wrong. With the right tax paperwork to back up your tax returns, you can, in many cases, get through the process unscathed but it is very helpful to have a New York tax relief attorney guide you through the process of obtaining tax relief. At the first meeting with your tax lawyer, if you owe income taxes we will formulate a solution of how to pay the income taxes back within your budget, and or if its best to settle for a reduced amount, and you qualify, we will explain how the offer in compromise may benefit you. If the tax debt related to sales taxes, in most cases the state wants to be repaid all the sales tax monies but will be willing to waive the penalties and interest, which can be very substantial. The types of payment plans available range from three months to close to ten years, with the IRS. Typically, NYS Tax Department wants to be repaid in 60 sixty months, at the latest. Therefore, their are many ways to settle with the IRS or NYS

We Can Help You No Matter Where You Live.

Our New York tax law firm offices are located in New York State but we are able to help you in any state across the country. We can work with you no matter where you live. Mr. Hart is licensed to deal with the IRS in every state in the entire country.