Specialized tax controversy representation for your clients.
Helping professionals protect their client relationships — because your reputation matters.
When your clients face IRS or state tax issues outside your firm's focus, refer them to a CPA devoted exclusively to tax controversy — who will represent them well and return them to you.
Wayne A. Scully, CPA, CIA, CTR
Former NYS Tax Auditor & Bank Examiner — Nationwide virtual
✓ Your client always returns to you
✓ Referral engagements focused exclusively on tax controversy
IDEAL FOR CPAs•Enrolled agents•Attorneys•Financial advisors•Bookkeepers•Payroll companies•Business consultants•Insurance professionals
WHY PARTNER WITH US
Your referral reflects on your reputation. We take that seriously.
Every referral is the beginning of a professional partnership — not a one-time transaction.
Collaborative approach
We handle tax controversy. You keep doing what you do best. Seamless communication throughout every engagement.
Your client stays yours
Scope is strictly limited to the referred matter. Clients are actively directed back to you upon resolution.
A resource you can count on
Happy to discuss a difficult matter with you before the client is ever introduced — no obligation required.
“Represent them well and send them home.”
SERVICES WE HANDLE
IRS and State Tax Controversy
We don't provide routine tax preparation or bookkeeping services. Every engagement is centered on resolving a tax controversy matter. Every engagement is a controversy matter — Federal IRS matters nationwide, along with state tax controversy matters in New York and other jurisdictions.
Federal matters nationwide
New York State matters nationwide
IRS tax controversy
- Collections and tax debt resolution
- Offers in Compromise
- Penalty abatement
- Trust Fund Recovery Penalty (TFRP)
- CDP hearings and IRS Appeals
- Levy releases and wage garnishment relief
- IRS audit representation
- Professional license suspension
- Installment Agreements
- Currently Not Collectible (CNC) status
- Revenue Officer representation
- Payroll tax issues
- Federal tax lien actions (sub, discharge, withdrawal, release)
- Innocent Spouse Relief
- Passport denial or revocation
State tax
- Income tax collections
- Responsible Person assessments
- Offers in Compromise
- NYS Civil Enforcement representation
- Tax warrants
- Appeals representation
- Sales tax audits and collections
- Installment Payment Agreements
- Penalty relief
- Wage garnishments and bank levies
- State audit representation
HOW WE COMPLEMENT YOUR PRACTICE
A trusted extension of your team — not a replacement for it
Focus on what we do best
Exclusively tax controversy. Engagement begins and ends with the referred matter — we're not looking to become your client's full-service firm.
Your client remains your client
Once controversy is resolved, clients are directed back to you for all ongoing tax, accounting, financial, and legal needs.
Open communication
With client authorization, we share updates and collaborate throughout — as little or as much involvement as you prefer.
Built for long-term partnerships
Whether you refer one client or many over the years, the commitment is always the same — represent them well and send them home.
IDEAL REFERRALS
Who we help
Individuals and businesses facing active IRS or State tax controversy.
Not every difficult tax matter is a fit. When in doubt, call first. We'll review the facts before the client is introduced.
Individuals
Personal IRS and NYS matters
- IRS or State tax debt
- Currently Not Collectible status
- Passport denial or revocation
- Multiple years of unfiled federal or state returns
- Penalty abatement
- Offer in Compromise
- Installment agreements
- IRS or State audit representation
- Levy releases and wage garnishment relief
- Innocent Spouse Relief
- CDP hearings and IRS Appeals
- Revenue Officer representation
- Federal tax lien actions
Businesses
Federal and state business matters
- Payroll tax liabilities
- Trust Fund Recovery Penalty (TFRP) investigations
- Responsible Person assessments
- Sales tax audits and collections
- NYS Civil Enforcement representation
- Tax warrants
- Penalty abatement
- Installment Payment Agreements
- Offers in Compromise
- Wage garnishments and bank levies
- State audit representation
- Income tax collections
NOT SURE WHETHER TO REFER?
Talk through the matter before making an introduction.
Call us first — we'll review the facts and help determine whether the matter is a fit before the client is ever introduced. No obligation, no pressure.
THE REFERRAL PROCESS
Simple. Straightforward.
Professional.
Contact us
Call, email, or schedule. Discuss the matter — no obligation.
Client consultation
Confidential review of facts and best available path forward.
Engagement begins
We establish the engagement and begin active representation.
Ongoing updates
Regular updates and collaboration throughout.
Client returns to you
Matter resolved. Client directed back to your firm.
FAQ
Common questions from
referral partners
Clear answers before you make an introduction.
Still have a question?
Speak directly with Wayne about your practice or a current matter.
Call (718) 938-4601 →No — with one exception. If delinquent returns are required to position a client for an Offer or Installment Agreement, we handle that as part of the engagement.
No. We focus exclusively on the referred tax controversy matter. We do not cross-sell unrelated services or attempt to take over your client's ongoing accounting or tax preparation work.
Yes. Our referral-first model is built around resolving the controversy and returning the client to you. When the matter closes, your client goes back to your practice.
Absolutely — with your client's consent. Many referral partners prefer to stay informed. We welcome collaborative communication throughout the engagement.
Yes. Our practice is national. We handle federal IRS matters nationwide and assist clients with state tax controversy matters in New York and other jurisdictions. When appropriate, we coordinate with local professionals or counsel to address state-specific requirements.
Call us for a confidential pre-referral discussion. We will help you assess whether the matter fits our practice before you make an introduction.
Yes. Initial consultations and many case updates can be handled by phone or video. In-person meetings are available when appropriate.
We do not maintain a standard referral fee program. Our professional referral relationships are primarily built on trust, communication, and providing clients with appropriate, high-quality representation. Any separate professional arrangements are considered individually and are subject to applicable professional and ethical requirements.
Schedule a 15-minute intro call or call (718) 938-4601. We will walk you through our referral process and answer any questions about a specific client matter.