Tax history assessment
We review your filing history, identify missing returns, and gather all available tax documents. We coordinate with the IRS, NYS, and NYC to obtain transcripts and missing information.
Tax services
Structured payment plans, offer in compromise evaluations, and coordinated filing for multi-year tax debt in Queens, NY.
Service overview
We organize missing returns chronologically and prepare them with current year extensions when needed to avoid stacked penalties. Our CPAs review all unfiled years systematically, gathering W-2s, 1099s, and other income documents to reconstruct accurate returns. We coordinate with the IRS and New York State to obtain missing documents and verify income when records are incomplete. We file returns in the correct order to establish a clean compliance history.
Installment agreements are negotiated with realistic payment terms based on your Queens income and expense patterns. We evaluate your ability to pay using IRS standards, prepare Form 9465 with supporting documentation, and negotiate payment terms that fit your cash flow. We monitor payment status and coordinate with collection agencies to prevent wage garnishment or bank levies. We also explore currently not collectible status when appropriate.
We prepare offers in compromise when tax debt exceeds reasonable collection potential. We calculate your reasonable collection potential using IRS guidelines, document special circumstances like medical expenses or business losses, and prepare Form 656 with all required documentation. We coordinate appeals when offers are rejected and represent you in collection due process hearings.
Penalty abatement requests are filed for reasonable cause including death, serious illness, or natural disasters. We document circumstances with supporting evidence and prepare Form 843 with detailed explanations. We coordinate with tax professionals in other states for multi-jurisdictional debt and ensure all collection actions are stayed during resolution.
What's included
Common situations
Our process
We review your filing history, identify missing returns, and gather all available tax documents. We coordinate with the IRS, NYS, and NYC to obtain transcripts and missing information.
We prepare all missing returns chronologically and calculate total tax liability including penalties and interest. We identify the most efficient resolution strategy based on your financial situation.
We evaluate installment agreements, offers in compromise, penalty abatements, and other relief options. We prepare all necessary forms and documentation for your chosen strategy.
We submit resolution requests to the IRS and state agencies, negotiate payment terms, and monitor approval status. We coordinate multiple strategies when needed for complex cases.
We establish payment plans, set up automatic payments, and monitor account status. We provide quarterly updates and adjust plans as your financial situation changes.
We ensure ongoing compliance with current year filings and estimated payments. We remain available to address any future IRS or state agency contacts.
Queens expertise
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Forecast Queens tax liabilities and schedule estimated payments to avoid penalties.
Frequently asked questions
Resolution timelines vary by complexity. Simple installment agreements are approved within 30 days, while offers in compromise can take 6-24 months. We prioritize urgent cases like pending levies and provide status updates throughout the process.
We coordinate with the IRS and state agencies to establish payment plans that prevent collection actions. If levy notices are received, we can request stays and negotiate resolution before enforcement. We also help resolve existing garnishments when possible.
Yes. We coordinate resolution across all states where you have tax obligations, including New York, New Jersey, Connecticut, and others. We ensure consistent strategies and coordinated payment plans across jurisdictions.
We need all available tax documents, income records, expense documentation, and financial statements. For offers in compromise, we also need asset valuations, medical records (if applicable), and hardship documentation. We help obtain missing IRS transcripts and W-2s.
Yes. We evaluate income and expenses to establish realistic payment terms. Self-employed taxpayers often qualify for longer payment periods due to business expense deductions and variable income patterns. We also help set up proper estimated tax payments going forward.
Connect with a CPA who understands Queens tax requirements. We prepare and file your returns with accuracy and care.