How we approach missing returns
- Identify which federal and state returns are actually required.
- Collect available W-2s, 1099s, K-1s and business records.
- Use transcript information when appropriate to identify reported income.
- Prepare each year using the tax law and forms applicable to that year.
- Coordinate filing with any existing IRS collection or notice issue.
Self-employed and business records
Missing business returns can require reconstruction from bank records, accounting reports, invoices and expense documentation. The amount of work depends on how complete the records are.
Substitute for return issues
In some cases the IRS may prepare a substitute for return using information available to the government. Filing an accurate taxpayer return may still be important, depending on the account and procedural posture.
What to bring
Bring every tax document and notice you still have, prior filed returns, identification, and any bookkeeping or bank records for years involving self-employment or business activity.
Frequently asked questions
How many years do I need to file?
The answer depends on your facts and current IRS compliance requirements. We can review which returns are missing and which filings need immediate attention.
Can you prepare old tax years?
Yes, subject to records and software availability for the year involved.
Can I set up a payment plan before filing missing returns?
The IRS commonly requires filing compliance for many collection arrangements, so missing returns often need to be addressed first.