We review missing filings and records, clarify what is needed, and help you work toward getting current with the IRS and state tax agencies.
We review which returns are outstanding, identify the records needed to prepare them, and discuss a practical filing plan. If you have received notices, bring them to the conversation so we can understand the deadlines and next steps.
Individuals and self-employed taxpayers who have one or more unfiled tax years and want help understanding how to move forward.
A review of your filing situation, a list of records needed, preparation of agreed returns and guidance on responding to tax notices related to those filings.