Tax Preparation & Filing
Help organizing records and filing current or prior-year returns so that your tax account can be brought up to date.
Request a ConsultationWhat this service is
Many tax options are only available when returns are filed and up to date. If years are missing, preparing and filing them accurately is often the first practical step.
Late filing can feel overwhelming, especially when records are incomplete. The work is usually manageable when it is taken one year at a time.
When it may be relevant
- One or more prior-year returns were never filed.
- You are unsure which years the tax authority has on record.
- Records are scattered, missing or hard to interpret.
- A prior return needs to be corrected or amended.
What can affect eligibility or suitability
- Which tax years are involved and the filing requirements for each.
- Availability of income statements, receipts and prior returns.
- Whether the tax authority has already filed a substitute return.
- Whether state returns are also outstanding.
What the process looks like
Identify what is missing
We outline which years and forms may be needed based on what you tell us.
Gather records
You are told which records are useful and how to share them through an appropriate channel agreed in your engagement.
Prepare returns
Returns are prepared from the information provided, with questions raised where records conflict.
Review and file
You review the returns before filing and understand any balance that results.
Questions about tax preparation & filing
Missing records are common. Some information can often be requested from the original source, and the right approach depends on the year and the type of income.
No. Filing accurately is a necessary step, but penalties and interest may still apply. Relief is evaluated separately and is not guaranteed.
No. The consultation form is not for tax documents or sensitive financial details. Your engagement will describe how to share records.
Other services
Tax Advisors United is a private business and is not affiliated with the Internal Revenue Service or any government agency. Available options and outcomes depend on individual circumstances and applicable requirements. No specific outcome is guaranteed.
Let’s Understand Your Options.
Tell us about your situation and we will respond with a clear view of what may be possible.