Life gets complicated. Whether you missed a filing, received an IRS notice, or realized a prior return needs to be corrected — we help you catch up and get it right.
Missing a filing creates a cascade of problems — penalties, interest, and a growing IRS balance that compounds over time. The sooner unfiled returns are addressed, the less costly they become. We assess the situation, determine the years that need to be filed, and prepare returns in the right sequence to minimize penalties and get you back into compliance as efficiently as possible.
Both federal and state returns may be required — and we handle filings in all states where you had income or a filing obligation.
If a prior return was filed incorrectly — misreported K-1 income, missed deductions, incorrectly calculated basis on an inherited asset, or retirement income handled the wrong way — an amended return corrects the record and may result in a refund. The general statute of limitations for claiming a refund on an amended return is three years from the original filing date.
An IRS notice doesn't always mean you owe money — sometimes it's a discrepancy they want explained, a math error, or a proposed adjustment you can dispute. We review the notice, determine the appropriate response, and handle the IRS communication directly on your behalf.