Problems with Federal and State income tax, payroll tax, and municipal tax can quickly become a source of frustration as well as a diversion of time, talent and money. With both a broad experience base in financial operations, tax, and a proven record of successful negotiations with taxing authorities, I can analyze the problems, drastically reduce the stress, and potential financial burden that these situations can present. The forensic tax situations that I have extensive experience in handling include:
- Delinquent returns and the non-filing for previous year(s) where books may have to be reconstructed and optimal positions established to minimize the tax and related penalties and interests
- IRS or State problem resolution especially when there are complex tax accounting issues involved which need to be understood thoroughly and effectively communicated to the taxing authority personnel
- Penalties assessed where alternative avenues may need to be utilized such as Tax Advocacy or Congressional intervention to resolve unreasonable stances or actions taken by the taxing authority
- Errors by external preparers and subsequent legal actions for negligence
- Special tax reporting situations that arise due to:
- “Ponzi” schemes
- Fraud
- Construction completion reporting and 1031 exchanges