Represented a prominent digital media company before New York’s Bureau of Conciliation and Mediation Services (BCMS) in connection with a complex sales and use tax audit. Secured substantial reductions across sales, expenses, and fixed asset assessments, along with full penalty abatement.
Defended a high-net-worth individual in a complicated residency audit involving domicile before the New York State Department of Taxation and Finance. Residency issues are heavily scrutinized and often difficult to resolve favorably. The audit concluded with a “No Change” result, with all proposed adjustments canceled.
Represented large mechanical equipment distributor before New York’s Bureau of Conciliation and Mediation Services (BCMS), involving refund claims for complicated sales and use tax audit issues. Secured refunds worth hundreds of thousands of dollars of tax that had been improperly assessed at audit.
Assisted a prominent recording artist in resolving unfiled tax returns through a New York Voluntary Disclosure Agreement (VDA) program, saving significant penalties.
Represented an individual taxpayer before New York’s Bureau of Conciliation and Mediation Services (BCMS) in connection with a Schedule C airplane leasing business. Schedule C businesses, in particular those involving certain types of leasing activities (including airplane leasing), carry significant audit risk and are often subject to close scrutiny. Assessment was fully canceled with a “No Change” result, a complete win for the client.
Successfully defended an individual taxpayer with a Schedule C horse leasing business. Schedule C businesses, in particular those involving certain types of leasing activities (including equestrian ventures), carry significant audit risk and are often subject to close scrutiny. Audit was closed with a “No Change” result, a complete victory for the client.
Defended a large provider of snow and ice management services for commercial properties in a New Jersey Division of Taxation audit. Secured substantial reductions in assessed liabilities and achieved a favorable resolution across multiple audit categories, including penalty abatement.
Negotiated with the Division of Taxation for release of a New Jersey tax lien encumbering real estate involving a complicated multi-party transaction. Achieved both lien removal and abatement of penalties and related collection costs, allowing the property sale to close.
Represented a business owner before the New Jersey Conference & Appeals Branch (CAB). Obtained cancellation of a “responsible person” trust fund sales tax assessment in full.
Defended a luxury auto dealership in a Pennsylvania Department of Revenue audit. Secured significant reductions across sales, expenses, and fixed asset categories.
Obtained release of an incorrectly filed tax lien preventing the timely sale of New York real estate. The lien was removed, enabling the transaction to close successfully and on schedule.
Secured abatement of IRS penalties totaling hundreds of thousands of dollars for a technology entrepreneur following successful advocacy before the IRS Office of Appeals.
