Tax Professional Resources

The following Forms and Checklists are available to tax professionals upon request.

If you would like us to send you any of these documents, please send us an email identifying the forms you want sent to you.


  • Federal Income Tax Audit Checklist
  • Federal Payroll Tax Audit Checklist
  • Federal Estate and Gift Tax Audit Checklist
  • Federal Criminal Investigation Checklist
  • New York State Income Tax Audit Checklist
  • New York State Sales Tax Audit Checklist
  • Federal Freedom of Information Act Request
  • IRS Protest to the Appeals Division
  • Federal Collections Introduction Letter
  • IRS Appeal from Responsible Party (100%) Penalty Assessment
  • Kovel Letter Engaging Accountant
  • NY Civil Audit Only Representation Letter
  • New York Freedom of Information Law Request
  • New York State Petition to the DTA (Sales and Use Tax)
  • Division of Tax Appeals Hearing Memorandum