Personal returns, including the years you skipped. Tax planning for a company lives on the CFO page.
A personal return is not hard. A personal return with unfiled years behind it, a 1099 you forgot, and a substitute return the IRS filed on your behalf is a different job, and it is the job most people bring us. The owner file has three parts. Personal credit, score and report. Personal taxes, filings and anything open with the IRS. Personal finances, the personal financial statement, the one-page picture of what you own and owe that lenders ask for. We start by pulling your transcripts on Form 8821 so we know which years are open and what the IRS already has. Then we file the real returns oldest first and set you up so next year is just a return.
Every open year, every balance, every notice, before we prepare anything.
Prepared from your documents and the IRS wage transcripts so nothing is missed. Where a licensed signature is required we coordinate it.
Withholding or estimates adjusted so April is not a surprise, and a short document list for the following year.
The IRS filed for you using only income, no deductions, and the balance is inflated. Filing the real return replaces it.
A payer reported income you never saw. The transcript shows it, and we account for it before the IRS sends the letter.
Being years behind feels like a cliff. It is usually a few returns and a payment plan, and the first call takes the fear out of it.
The transcript tells us which years are open, and we start there. We do not guess a number on this page.
Filing a late return is not what triggers audits. Not filing while the IRS holds a substitute return is the bigger risk. Getting current is the safest thing you can do.
No. We prepare and coordinate personal returns, and where a licensed preparer's signature is required we work with one. The footer disclaimer is exact.
Or say you are not sure. That is what the transcript is for.
The IRS filed for you using only income, no deductions, and the balance is inflated. Filing the real return replaces it.
A payer reported income you never saw. The transcript shows it, and we account for it before the IRS sends the letter.
Being years behind feels like a cliff. It is usually a few returns and a payment plan, and the first call takes the fear out of it.
Ten minutes. It lets us see your account, not act for you.
We tell you which years are open and what the IRS believes you owe.
Real returns replace substitute returns and usually lower the balance.