IRS representation in Scarsdale, Westchester

If you are purely an employee, realistically no. If you own a business or hold a partnership interest, the New York pass through entity tax is the main route and it is worth modeling on your own numbers, because the benefit varies a great deal depending on the entity and the income mix.

The timing of income recognition and whether withholding covers it, which it frequently does not at supplemental rates. For incentive stock options the alternative minimum tax on exercise is the one that produces unpleasant surprises, and the fix is to model the exercise before you do it rather than after.

Possibly the Unincorporated Business Tax, even though you owe no city resident income tax. UBT applies to an unincorporated business carried on within the city regardless of where the owner lives. It catches more Westchester consultants than you would think.

Not a problem, but it is a reporting obligation and often a treaty question. Foreign pensions, foreign accounts and foreign mutual funds, which are usually PFICs, each have their own forms and the penalties are weighted toward non filing rather than non payment.

Send us the notice before doing anything else. Most are automated matching letters where the agency has seen a form you already reported differently, and they resolve on paper.

Usually. Installment agreements, and in some cases penalty abatement where there is reasonable cause. What is available depends on the amount, the age of the debt and whether returns are filed, which is why filing first matters even when you cannot pay.

Yes. State notices are common here and the two agencies do not coordinate, so it is normal to be dealing with both at once over the same underlying issue.