Unfiled return situations
Help for taxpayers with missing returns, IRS estimates, notices, and back-tax concerns.
The correct approach depends on the years involved, income sources, available records, IRS or state notices, and whether the missing returns will create a balance due, refund issue, or collection concern.
1040
Several years not filed
Preparation of multiple prior-year personal tax returns for taxpayers who need to become current and understand the total balance or refund position.
SFR
IRS substitute return issues
Review of IRS-prepared substitute returns or proposed assessments that may not include deductions, credits, filing status details, or expense information.
1099
Missing W-2s or 1099s
Income reconstruction using available documents and transcripts when original wage, retirement, investment, or contractor forms are not available.
BUS
Unfiled returns with business activity
Prior-year tax preparation for self-employed taxpayers, business owners, rental owners, and taxpayers with bookkeeping or entity-related records.
State
State filing problems
Federal and state filing coordination for taxpayers with missing state returns, state notices, multi-state issues, or state balance-due concerns.
Next
Resolution after filing
After missing returns are prepared, the next step may involve a payment plan, penalty relief, Offer in Compromise review, or another tax resolution option.