Behind on filing? Start with the years involved.
Getting caught up
Tell us which returns are missing, whether you have the records, and what has already been filed. We can work out the documents needed and the sequence for preparing the returns.
Each year has its own rules
A prior-year return uses the law and forms for that year. Refund deadlines, penalties, and payment issues depend on your circumstances, so do not assume an old refund is still available.
What to gather
Bring available W-2s and 1099s, income and expense records, prior returns, and relevant correspondence. If records are missing, tell us before we begin.
Get in touch and explain what you need to catch up on.