Goldburd | Goldburd McCone LLP

For nationwide tax guidance, call:
212-235-1537 or toll-free at 866-712-9505.

Goldburd | Goldburd McCone LLP

For nationwide tax guidance, call: 212-302-9400 or toll-free at 844-653-2873.

Serving Individual And Corporate Tax Clients Nationwide From Our New York, New Jersey, Florida And California Offices

Steven Goldburd and Benjamin A Goldburd

Since 1983, our tax firm has skillfully represented individuals and corporations across the United States and around the globe from our offices in New York, New Jersey, California and Florida.

In Trouble With Your Taxes? Our Aggressive New York State Tax Audit Lawyers Can Help.

State tax audits are more common than most people realize, and they are always intrusive and unsettling. When the Department of Taxation and Finance (DTF) notifies you that they plan to audit your business or personal tax records, you need to seek immediate guidance from a highly experienced tax lawyer.

At Goldburd McCone LLP, our tax attorneys have more than 40 years of experience guiding our New York state (NYS) clients through all manner of tax issues. When the tax authorities come calling, we will be there with you through the entire audit process.

What Type Of Tax Audit Help Can Our New York State Tax Attorneys Provide?

At Goldburd McCone LLP, complex tax issues are our sole focus. We assist individual and corporate clients nationwide from our offices in New York, New Jersey, Florida and California with any tax-related issue, including:

We take a strategic approach to every case, intending to minimize both your stress and any negative consequences as a result of tax mistakes. We can also appeal any negative decision that leaves you owing additional taxes.

How Does The New York State Audit Process Work?

NYS audits can be fairly limited or very broad, and they can focus on more than one kind of tax issue at a time. Complexity and scope can vary greatly. In general, however, you can expect the audit process to evolve like this:

Audit Selection

Discrepancies between forms, unusual deductions, mistakes with tax credits and even relocation to another state can trigger an audit. Selection can also be entirely random or because you fall into a category that is statistically tied to tax errors and fraud.

Audit Notification

You will first become aware of the New York State Department of Taxation and Finance’s interest in your taxes when you receive a notice informing you of the audit. Typically, you’ll be given information about the audit’s scope, the documentation you need and the time frame involved.

Documentation Gathering

You will need to gather the majority of your tax records for inspection. You may need everything from bank records and credit card receipts to your invoices and payroll records. If you have been selected for a desk audit, you will need to deliver all the requested documents to the auditor’s office. If you have been selected for a field audit, the auditor will come to your business to review the documents.

Examination Period

The auditor will conduct a thorough examination of your records and returns. During that time, you may be required to submit additional information and documents per the auditor.

Findings And Adjustment Proposal

Once the examination is complete, the auditor will present their findings. If the examiner feels that there were mistakes, they will propose an adjustment.

Acceptance Or Appeal

If you agree with the auditor’s findings, you can accept them and simply pay the bill. If you cannot afford the whole bill at once, you may then consider installment payments or make an offer in compromise. If you disagree with the auditor, you have the opportunity to file an appeal.

Appeal Exploration

There are several possible approaches to take when you disagree with an auditor’s findings. You can try to reach a better agreement through an informal courtesy conference. You can also ask for mediation through a conciliation conference, file a request for a hearing with an Administrative Law Judge (ALJ) or ask for a court review.

Appeal Resolution

Once the Division of Tax Appeals issues its final assessment, you may or may not still owe a tax bill. If you do owe taxes, you will need to make appropriate payment arrangements to resolve the debt and move forward.

At Goldburd McCone LLP, our audit defense method makes certain that your rights are respected. We can help limit unduly broad demands for more information, negotiate on your behalf for a more favorable resolution and, when necessary, guide you through the process of asking for an installment plan or an Offer In Compromise.

Let Us Alleviate The Stress Of Your Tax Audit Process

You do not have to be intimidated by a NYS tax audit when you have Goldburd McCone LLP by your side. Contact us via our online form or call 212-302-9400 to schedule a consultation with one of our dedicated tax audit lawyers.