We Bring Order To

Financial Chaos

State and Local Tax

As a Connecticut based law firm, we find ourselves in one of the highest state and local tax regions in the country. We are licensed and regularly do business in both Connecticut and New York, both of which are recognized as two of the highest state and local tax jurisdictions in the country. We have deep and practical experience in state and local tax matters including sales tax issues, income tax issues, corporate tax issues, residency audits and a host of other uniquely state and local tax matters. We are regularly engaged in all types of state and local tax issues before the Connecticut Department of Revenue Services, the New York State Department of Taxation and Finance and appeals and tax courts in both states. We are regularly engaged in audit defense and litigation, complex business restructuring and other similar matters. Because state and local tax costs have grown exponentially over the past decade, we often find that proper state and local tax planning represents an opportunity to yield our client’s significant and unexpected tax savings. The high rate of taxes imposed by Connecticut and New York frequently drives taxpayers to seek to change their residence to lower state tax jurisdictions. These attempts are often subject to challenge by the state taxing authorities. We have extensive experience in resolving residency audit matters.

Call Stuart B. Ratner, P.C., Today

If you face a tax appeal and want an agile and useful ally to defend your rights in appellate court or litigation, call us at 203-323-4900. You can also contact us online.

Practice Areas

Tax Court

  • Connecticut tax and administrative appeals
  • U.S. Tax Court

State And Local Tax Matters

  • Income tax, sales tax, and residency audits
  • State sales tax collection matters
  • State income tax collection matters
  • Offers in compromise
  • Installment agreements
  • State tax liens, levies, and warrants

Tax Planning / Asset Protection

  • Income tax planning for real estate investors and high net worth individuals
  • Asset protection planning
  • Divorce and domestic relations tax planning
  • Cannabis and Bitcoin matters
  • Cancellation of indebtedness
  • Charitable planning strategies including forming charitable IRC § 501(c)(3) organizations

Unpaid Tax Obligations / Unfiled Returns

  • Federal and state tax collection matters (where the government seeks to collect tax from the client)
  • Offers in compromise
  • Installment agreements
  • Federal and state tax liens, levies, and warrants
  • Innocent and injured spouse claims

Employment / Payroll Tax Matters

  • Employment tax
  • Payroll tax
  • Trust fund recovery penalties
  • Undocumented workers
  • Nominee/alter ego assessments
  • Transferee liability/fraudulent conveyances
  • Employee misclassification