Whether your behind 2 years or 6 years, we can help. Our "Back Tax Pack" is designed to be an affordable solution to get you caught up. Pricing varies based on how many returns need completed and the amount of work that goes into each one, but we designed the plan to make it easy for everyone. There is a $99 down payment to cover information gathering and setup, then we do a "pay as you go" model for the rest. We complete one return at a time and you pay as we file. In some cases you can even pay with your refund if one is due to you. Our plans are customizable to your situation, not one size fits all.
Pre-Tax prep items
The Power of Attorney allows me to speak to the IRS on your behalf.
If you don't have all your prior year income info, we can pull a transcript and use it to complete your returns.
If you don't have all your deductions, we can pull bank statements, property and real estate tax records, and anything else that would be useful to use as a deduction.
We will always complete the returns in the order in which they were supposed to be completed. This means starting with the oldest return and working our way to the latest one.
Anything older than 3 years will have to be mailed in. We will print the returns, have you sign them, package them up and mail them certified to the IRS and state. Anything less than 3 years old can be electronically filed.
We don't abandon you after your returns are filed.
If you are getting refunds, there is nothing more to do after filing. Refunds are forfeited after 3 years, so you won't actually receive them if due. If you owe, we can setup a payment plan with the IRS. Payment plans can go as long as 72 months. The payment plan will stop the penalties from growing and lower the interest rate you are being charged. If you want to attempt to to settle your IRS debt, we can attempt an Offer-in-Compromise.
Using transcripts and bank statements isn't perfect, so it is possible the IRS will send you letters with various issues on the completed returns. Sometimes they are just requesting extra information and sometimes we may have to file an amendment to appease them. Ether way, we are here for that too!
Tax questions can pop up throughout the year and we are here for that as well. Maybe it has to do with the back taxes we complete or maybe your situation has changed. No matter what happens, we are here when anything else pops up.