OT Lowery & Associates LLC

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(917) 444-5529

New York City Tax Compliance & Consulting

Protect Your Assets.

You’ve worked hard to build your success. But when the IRS comes knocking or tax deadlines loom, the pressure can feel overwhelming. Too many firms treat tax compliance as a secondary thought, leaving you with high-stakes risks and generic advice.

We believe your financial peace of mind deserves more than a standard filing. Based in New York City, we provide efficient, professional, and expert tax compliance with a human touch. No more IRS headaches, just clear paths forward.

We Aim To Be Your Trusted Tax Ally

Enrolled Agent Expertise
Our team consists of Enrolled Agents qualified to represent you directly before the IRS. We don’t just file; we defend.

Tri-State Area Specialists

Efficient & Professional

Proven Track Record

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Call Us Today At (917) 444-5529 Or Complete Our Consultation Form For A Free Consultation.


Frequently Asked Questions

What is the difference between tax preparation and tax compliance?

Tax preparation is the reactive process of filing your annual returns after the year has ended. Tax Compliance is a proactive, year-round strategy. It ensures you are meeting all federal, state, and local city obligations on time, choosing the right business structure, and documenting expenses correctly so you never have to fear an audit.

How can an Enrolled Agent help me with the IRS?

Unlike a standard tax preparer, an Enrolled Agent (EA) is a federally authorized tax practitioner who has unlimited rights to represent taxpayers before the IRS. This means we can speak directly to the IRS on your behalf, handle audits, and negotiate settlements or payment plans without you ever having to get on the phone with an agent.

What should I do if I receive a notice from the IRS?

First, do not panic and do not ignore it. Most notices are routine but have strict deadlines. Before you call the IRS or send a payment, contact us. We will review the notice (such as a CP2000 or CP14) against your filed returns to ensure the IRS hasn’t made an error—which happens more often than people realize.

Can you help with both personal and business tax consulting?

Yes. Personal and business taxes are often deeply intertwined, especially for freelancers and small business owners. We provide comprehensive consulting that ensures your business structure is optimized to protect your personal assets while minimizing your total tax liability at the city, state, and federal levels.

How often should I review my tax compliance strategy?

At a minimum, you should review your strategy quarterly. Tax laws change frequently. Waiting until April to look at your “compliance” is often too late to take advantage of new deductions or to fix mistakes that could trigger a red flag with the Internal Revenue Service.