NYC based accounting firm serving individuals and small businesses in New York
Expert Tax Attorney SERVICES for IRS & NYS Issues.
Facing the IRS or New York State Tax Issues? Gary Mehta CPA, EA will fix your Tax Problems.
Receiving a formal notice from the Internal Revenue Service (IRS) or the New York State Department of Taxation and Finance can be an incredibly stressful experience. The dense legal language, the looming deadlines, and the threat of penalties, liens, or levies can make you feel overwhelmed and alone. Your first instinct might be to panic or search for a “tax attorney in NYC.
Before you do, take a deep breath. You have rights, and you have options.
At the office of Gary Mehta, CPA, EA, we provide expert, licensed tax representation for individuals and businesses across New York City and beyond. While many people believe they need expensive law firms for tax disputes, a Certified Public Accountant (CPA) and Enrolled Agent (EA) is often the most effective and efficient professional for the job. As a local NYC-based CPA firm, we are federally authorized to represent clients before the IRS in all 50 states for all tax matters—the same representation rights as tax lawyers—and we specialize in navigating the complexities of New York tax law. In addition to tax representation, we offer comprehensive legal services, including advice and representation related to employee benefits, executive compensation, and compliance with tax regulations.
This guide will explain the tax problems we solve, our proven process for success, and why our firm is the right choice to stand between you and the government agencies.
Expert tax audit help and IRS representation in New York and more. Resolve your tax problems today!
Key Insights for Resolving Your Tax IssuES
Important Thoughts from Gary Mehta CPA, EA on solving your tax problems.
For individuals and business owners facing urgent tax matters, here’s what you need to know:
- Don’t Communicate Alone: Never handle an IRS or NYS audit or collection notice by yourself. Anything you say can be used against you. Having a professional representative handle all communications is your first and best line of defense.
- Representation Matters: A licensed tax professional—like a CPA or Enrolled Agent—can file a Power of Attorney, stopping collection calls and speaking to the IRS on your behalf to negotiate a resolution.
- Many Notices Are Solvable: From a CP2000 underreporting notice to a tax levy, many intimidating notices can be resolved through careful analysis, documentation, and negotiation.
- CPA/EA vs. Tax Attorney: For the vast majority of tax controversy issues, including audits, appeals, and collections, a CPA and Enrolled Agent (EA) provides the specialized tax expertise you need without the high costs of traditional law firms. You typically only need a tax attorney if your case is headed to U.S. Tax Court or involves criminal charges.
- Local Expertise is Key: We are a New York City firm. We understand the specific challenges and regulations that impact New Yorkers and their businesses, from local tax warrants to NYS-specific collection procedures.
- Proactive is Better than Reactive: The best way to avoid tax problems is with strategic tax planning. Proactive tax planning helps you understand the tax implications of your financial and legal decisions, reducing the risk of future problems. Our services extend beyond problem resolution to help you minimize tax obligations for the future.
Gary Mehta CPA, EA's insights on Tax Problem Help.
A DEEP DIVE: OUR TAX PROBLEM RESOLUTION SERVICES
Get IRS and NY tax relief from Gary Mehta, CPA, EA. Expert help for tax debt, audits, & back taxes.
We handle a wide spectrum of tax disputes and collection issues. Our tax law practice areas include corporate tax, international tax planning, and representation in energy industry matters, allowing us to provide specialized solutions across diverse sectors. Our approach is not one-size-fits-all; we tailor our strategy to the specifics of your tax situation.
IRS and New York State Tax Audit Representation
A tax audit notice is a formal examination of your tax returns to ensure you reported everything correctly. Audits can be triggered by anything from simple math errors to complex issues like unreported income or improperly claimed deductions.
- How We Help: We manage the entire audit process. We review the notice, analyze your tax returns and records, prepare all necessary documentation, and handle all correspondence and meetings with the auditor. Our team has extensive experience handling tax controversies, including audits, appeals, and litigation strategies. Our goal is to defend your return, minimize any potential changes to your tax obligations, and resolve the audit as efficiently as possible.
Responding to Underreporting Notices (IRS CP2000)
The IRS computer systems match the income reported on your tax return against information received from third parties (like employers and banks). If there’s a mismatch, you’ll receive a CP2000 notice proposing additional tax, penalties, and interest.
- How We Help: We don’t just accept the IRS’s proposal. We investigate the discrepancy. As part of our process, we review the tax treatment of reported items to ensure accuracy and compliance. Often, the issue is duplicated income, incorrect basis for stock sales, or other errors that we can correct. We prepare a detailed response with supporting evidence to challenge the assessment and protect you from paying more than you legally owe.
Stopping a Tax Levy and Wage Garnishment
A tax levy is the IRS’s or NYS’s legal seizure of your assets. They can take money directly from your bank account or garnish a significant portion of your wages. This is one of the most aggressive collection actions.
- How We Help: Time is critical. We immediately contact the revenue officer or agency department to negotiate a release of the levy. As part of our approach, we analyze relevant financial transactions to support negotiations and demonstrate your financial situation. This often involves demonstrating economic hardship or setting up an alternative resolution, such as an Offer in Compromise or an Installment Agreement. Our swift intervention can be the difference between making payroll and having your accounts frozen.
Removing a Federal or New York State Tax Lien
A Notice of Federal Tax Lien is a public document that notifies your creditors that the government has a legal claim against all your property, including real estate, personal property, and financial assets. It can destroy your credit score and make it impossible to get a loan.
- How We Help: We can negotiate to have the tax lien withdrawn, subordinated (allowing another creditor to move ahead), or released once the tax debt is resolved. Tax liens can significantly impact real estate transactions by complicating property sales or transfers, and our firm has extensive experience resolving these issues to facilitate smooth real estate deals. We explore all avenues to remove this damaging public record and restore your financial standing.
Challenging Tax Warrants and Judgments in New York
New York State can issue a tax warrant, a powerful legal document that acts as a judgment and allows the state to seize property aggressively. It’s filed with the county clerk and becomes a public record.
- How We Help: As a local NYC firm, we have extensive experience dealing with NYS tax warrants. Our team stays up to date on the tax legislation that governs warrants and judgments, ensuring we provide accurate guidance. We can help you challenge the warrant, negotiate a settlement to have it removed, and prevent the state from seizing your home, car, or bank accounts.
Filing Unfiled (Delinquent) Tax Returns
Failing to file tax returns is a serious issue that can lead to the IRS filing a “Substitute for Return” (SFR) on your behalf, often with the highest possible tax assessment and no deductions.
- How We Help: We can help you become compliant. We will gather your records, prepare your unfiled tax returns accurately to claim all entitled deductions and credits, and ensure your filings comply with all applicable tax laws. We also negotiate with the IRS to potentially reduce penalties for failure to file. This is the first step toward resolving back tax debt.
Penalty Abatement and Interest Removal
Penalties and interest can often double or triple an initial tax debt. However, the IRS may remove or reduce penalties if you can show “reasonable cause”—that you acted in good faith but were unable to comply due to circumstances beyond your control.
- How We Help: We are skilled at building strong arguments for penalty abatement. We assemble the evidence and present a persuasive case to the IRS to have penalties removed, saving you thousands of dollars. We also review potential tax incentives that may help reduce your overall tax liability.
Don't let a tax problem dictate your future. With the right professional representation, you can challenge the government, protect your assets, and find a path to resolution. As a licensed CPA and Enrolled Agent, Gary Mehta offers the specialized tax expertise, negotiation skills, and dedicated advocacy you need to solve your IRS and New York tax issues for good.
Gary Mehta, CPA, EA: Your trusted partner for tax problem resolution services in New York.
What is Tax Representation and Why Do You Need It?
Gary Mehta CPA, EA: Your New York Tax Problem Solver!
Tax representation is the process of having a qualified tax professional stand in your shoes to deal with the IRS or state tax authorities. This professional becomes your advocate, your negotiator, and your shield. Our firm has extensive experience representing clients in tax disputes, audits, and legal proceedings, ensuring their interests are protected throughout every stage. When you engage our firm, we file a Form 2848, Power of Attorney, with the government. This simple legal document has a powerful effect: the IRS and NYS must, by law, cease contacting you directly and communicate exclusively with us.
The Power Imbalance: Don't Face Government Agencies Alone
The IRS is the most powerful collection agency in the world. State agencies, like the New York State Department of Taxation and Finance, are equally formidable. They have the authority to issue a tax levy against your bank account, garnish your wages, and file a public tax lien against your property.
Attempting to navigate this complex system alone is a significant risk. Revenue agents are trained to close cases in the government’s favor. Our team of professionals levels the playing field. We understand tax law, tax regulations, and internal agency procedures, and have deep expertise in interpreting and applying complex tax laws to protect our clients. We know your rights as a taxpayer and we know how to use them to protect you. This is the core of our tax representation practice.
From Stress and Confusion to Clarity and Resolution
The biggest benefit our clients report is an immediate reduction in stress. Once we take over, the threatening letters stop coming to your mailbox, the calls end, and the weight is lifted from your shoulders. We handle the paperwork, the phone calls, and the negotiations, allowing you to focus on your life and your business while we work towards a favorable outcome on your tax-related matters. Our firm is dedicated to assisting clients in navigating complex tax questions and problems, providing experienced and supportive guidance every step of the way.
Gary Mehta, CPA, EA: Expert Tax Attorney Services for your IRS and New York Tax Issues.
Legal Documents: Power of Attorney, Appeals, and Settlements
CPA vs. Tax Attorney: Why Gary Mehta, CPA, EA is the right expert for your IRS tax problems.
When it comes to resolving tax disputes and navigating the complexities of tax law, the preparation and review of legal documents are at the heart of the process. Tax attorneys and tax lawyers are uniquely qualified to handle these critical documents, ensuring that your rights are protected and your tax obligations are minimized at every stage.
A common point of confusion for those facing tax problems is whether to hire a CPA, an Enrolled Agent, or a tax attorney. While law firms have their place, a CPA/EA is often the most qualified and cost-effective expert for your needs. Gary Mehta holds both the CPA and EA licenses, offering a unique combination of accounting and taxation expertise. Tax attorneys, on the other hand, must attend law school and obtain a Juris Doctor (J.D.) degree before practicing law and specializing in tax matters.
Expert IRS & NYS Tax Resolution in New York
Navigating complex tax issues in New York requires a trusted expert. Gary Mehta, a dual-qualified Certified Public Accountant (CPA) and Enrolled Agent (EA), specializes in resolving challenging tax matters directly with the IRS and New York State (NYS). As a core part of our practice, we are fully licensed to represent clients before all administrative levels of the IRS and state agencies for audits and appeals. If you're facing a stressful audit, you can rely on our deep expertise to protect your rights and work towards a favorable outcome.
Comprehensive Solutions for Tax Collections & Debt
Struggling with overwhelming tax debt, federal tax liens, or an IRS bank levy? Our firm provides immediate and effective assistance. We negotiate directly with revenue officers to resolve tax collection cases, working diligently to secure the release of levies and establish manageable payment plans. Furthermore, we have extensive experience preparing and negotiating Offers in Compromise (OIC), a powerful IRS program that can help qualifying taxpayers settle their tax debt for significantly less than the full amount owed. Let us put our specialized knowledge to work to find the best resolution for your financial situation.
Strategic Tax Preparation and Planning Services
Beyond resolving tax disputes, our primary area of expertise lies in proactive tax preparation and planning for individuals and businesses across New York. Unlike tax attorneys who typically focus on legal disputes, our practice is built on a foundation of expert accounting and tax strategy. As a CPA and EA, Gary Mehta combines these disciplines to ensure you remain fully compliant while legally minimizing your tax obligations, helping you build a stronger financial future.
Choosing the Right Professional for Your Tax Needs
It's crucial to understand the right professional for your specific situation. While our firm expertly handles over 95% of tax disputes—including audits, collections, and appeals—certain cases require a tax attorney. A tax lawyer is the necessary choice for U.S. Tax Court litigation and for defending against criminal tax fraud investigations. Our firm can manage all crucial stages leading up to court, and should litigation become necessary, we can refer you to and collaborate with a qualified tax attorney to ensure you receive the best possible representation. For the vast majority of tax resolution needs, the specialized expertise of a CPA and Enrolled Agent provides the most effective and efficient path to success.
CPA or Tax Attorney? Making the right choice for your tax help needs in New York.
Our Proven Process for Tax Problem Resolution
About Gary Mehta CPA, EA Process for Tax Attorney Services
Our Proven Process for Tax Problem Resolution
We follow a clear, strategic process designed to protect you and resolve your tax controversy efficiently.
- Confidential Consultation: It begins with a 100% confidential discussion of your tax situation. We’ll review any notices you’ve received, advise clients on their options and the best course of action, and give you a clear assessment of your options.
- Engagement & Power of Attorney: Once you decide to work with us, we’ll execute an engagement letter and file a Power of Attorney (IRS Form 2848) with the relevant government agencies. This immediately directs all communication to our office.
- Investigation & Strategy: We obtain your complete file from the IRS or NYS to understand their position. We then work with you to gather the necessary documents and build a comprehensive strategy for your case.
- Professional Negotiation: Our team of tax professionals handles all negotiations. We present your case, defend your position, and work tirelessly to achieve the best possible outcome, whether it’s a reduced assessment, a penalty removal, or a favorable payment plan.
- Resolution & Future Compliance: Once we reach a resolution, we ensure you understand the terms and help you implement a plan for future tax compliance, including proactive tax planning to prevent future tax issues.
Back tax relief from IRS and New York. Ask how our tax attorney services will solve your tax debt.
tax attorney services across new York
Our CPA firm provides representation services to businesses and individuals across NYC.
Tax problems can affect anyone, anywhere. Our firm is proud to provide expert tax representation to clients across all five boroughs and the surrounding metro area.
- Manhattan: We represent clients from the Financial District to Midtown and from the East Village to Inwood, including professionals, executives, and small business entities facing complex tax audits.
- Brooklyn: From the startups in Williamsburg and Dumbo to the established businesses in Downtown Brooklyn and Park Slope, we provide the tax help that fuels Brooklyn’s dynamic economy.
- Queens: We assist clients in the diverse commercial hubs of Flushing, Long Island City (LIC), and Astoria with everything from sales tax audits to international tax matters.
- The Bronx & Staten Island: Our services extend to all corners of NYC, ensuring that business owners and individuals in the Bronx and Staten Island have access to elite tax representation.
- NYC Metro: We also serve clients in Yonkers, Upstate New York, and Connecticut, providing the same high level of dedicated service.
Tax Representation services in New York City including Manhattan, Brooklyn, Queens and more!