If you receive any audit letter/notice/inquiry on your tax return, we will represent your case before the IRS/State Revenue Department, regardless of who prepared your tax return. The IRS has three years from the due date of the tax return to assess any additional taxes that may be owed by issuing an Audit Letter. The IRS has the authority to examine the taxpayer’s books, papers and other records that supports the items considered on your filed tax returns. It is always a good idea to keep the records that are relevant with respect to the filed tax returns for at least 3 years from the date on which you have filed your taxes.
Taxpayer representation is the process of assisting our clients in dealing with various taxing authorities, negotiating payment plans or settlements, and in some cases, representing our clients in court. We represent clients on a variety of taxation issues and guide them through the dispute process ranging from a collection action to administrative appeals through litigation.
We are well suited to represent you in tax matters before the IRS. Enrolled agents (EAs) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. We would be very familiar with your tax return and be able to speak to the issues in its preparation and filing.
If you are a member of Rotary International or a member of one of its clubs please let us know. We offer discounts to the fellow Rotarians.
Don't let the complexity of paperwork deter you from doing good in your community and world-wide. We will guide you through the entire process and every step of it to file all the necessary paperwork with the IRS and a State to obtain a tax-exempt process.
Here is a complete process we offer:
- Incorporation in the State;
- Obtaining a Tax ID ( EIN);
- Assisting in preparation of Articles of Incorporation, Bylaws and Conflict of Interest Policy;
- Preparing and filing application of Exempt Status;
- Formulating Budget Proposal;
- Completing Registration with NYS Charities Bureau;
- Filing Exemption from NYS Sales Tax;
- Set up of a QuickBooks file and Budget import into the software;
Additionally we will meet with your Board of Directors to answer any questions pertaining to this process. The fees for this service are described on page OUR FEES.
The services you may find helpful in addition to this are Treasurer Support services. Please contact us for more information.
Tax planning is important part of tax service you receive from us. We will help you save your tax money by using various tax planning strategies. Whether it is benefit plan set up for the individual taxpayers, or uncovering available tax credits for businesses, it is our goal to win your business and keep you happy for many years ahead.
Call (347) 249-3535, or e-mail