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Back-Tax Cleanup

Back-Tax Cleanup and Prior-Year Filings

Behind on your taxes? A licensed CPA files your unfiled and prior-year returns, reconstructs the records that can be recovered, and works to bring your filings current. No judgment, no lectures, just a clear path forward.

Tell Us Which Returns Are MissingSee What Is Included
Introductory consultation. Flat-fee pricing, quoted before any work begins.
★★★★★ 5.0 rating on Google
Who This Is For

Built for People Who Have Fallen Behind

If any of these sound familiar, this service was built for your situation.

You have unfiled years

One year slipped, then another, and now the stack feels too big to face alone.

You lost your records

Statements and documents are missing, and you are not sure how to even start.

The IRS filed for you

A substitute return was filed on your behalf, without the deductions and credits you may be entitled to claim.

You are afraid to start

You do not know what you owe, and the uncertainty has kept you stuck.

You need to prove compliance

A lender or immigration process requires filed returns you do not yet have.

You want to fix it first

You would rather come forward on your own terms than wait for the IRS to act.

How Jason Helps

A Clear Path to Getting Filed

You get a licensed professional who handles the whole catch-up, without the judgment.

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Missing years identified

We pull your IRS transcripts to see exactly which years are open and what income the IRS already has on file.

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Records reconstructed

When documents are gone, we rebuild what we can from transcripts and available records, and tell you where a genuine gap remains.

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Substitute returns addressed

Where the IRS prepared a substitute return, we file your own return for that year so the correct figures can be claimed. The IRS states it will generally adjust the account to reflect them.

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Flat fee, quoted upfront

One fixed price after an introductory consultation. No hourly meter, and you approve the number before any work starts.

What Is Included

Everything Your Catch-Up Needs

A complete approach to getting every open year filed and accurate.

✓Unfiled prior-year returns
✓IRS transcript retrieval to find reported income
✓Record reconstruction from available data
✓Filing your own return where the IRS prepared a substitute return
✓Multi-year catch-up filing
✓Penalty abatement requests where grounds exist
✓Coordination with a payment plan if you owe
✓Compliance confirmation for loans or immigration
✓An honest read on what you owe or are owed
✓A licensed CPA who signs every return
Transparent Flat-Fee Pricing

You Know the Cost Before Any Work Begins

Catch-up filing is priced per return by complexity, confirmed as one flat fee after an introductory consultation. We tell you the scope before any work begins. See the Fees page for how flat-fee pricing works.

View Our FeesRequest a Consultation
How It Works

From First Call to Filed, in Five Simple Steps

You always know what comes next. Here is exactly what working together looks like.

1

Schedule your consultation

Book a free, no pressure call. We confirm the scope before you commit to anything.

2

Receive your flat-fee quote

One clear, fixed price for the years you need filed. You approve it before anything starts.

3

We pull your transcripts

We retrieve your IRS records to identify open years and reported income, even without your documents.

4

We file your returns

Jason prepares and files every open year accurately and, where warranted, requests penalty relief.

5

Stay current going forward

We help you set up a process intended to prevent recurring compliance gaps. Ongoing support is available when it is included in your plan or proposal.

Tell Us Which Returns Are Missing
Why People Behind on Taxes Choose Jason

Judgment-Free Help From a Licensed CPA

Licensed CPA

A credentialed professional prepares and signs every return, not just software output.

Catch-up experience

Unfiled years, missing records, and substitute returns are routine here, not unfamiliar territory.

No judgment

Life happens. We focus on the path forward, not on how you got here.

Flat-fee transparency

A fixed price up front. No hourly meter and no surprise invoice.

Discreet and secure

Encrypted client portal and secure file transfer, never email attachments.

Direct CPA access

You work with Jason throughout. Messages are generally answered within one business day.

★★★★★
“Jason is thorough, detail oriented, and truly cares about doing the best he can for his clients. He communicates in a timely manner, answers all questions, and helps with future tax planning.”
Pamela R.  ·  Google Review
Clarifications

Back-Tax Questions, Answered

How many years back do I need to file?
It depends on the facts. IRS administrative guidance says enforcement of filing requirements is normally pursued for a six-year period (IRM 5.1.11.7.1(5)), and IRS personnel may enforce more or fewer years with managerial approval. That is an enforcement policy rather than a universal requirement. We pull your transcripts and confirm which years are actually open.
What if I do not have my records?
That is common and usually workable. We retrieve your IRS wage and income transcripts, which show data from information returns such as Forms W-2, 1098, 1099 and 5498. They do not contain deductions, basis, business expenses or state information, so they are combined with prior returns, bank records and any bookkeeping that exists. Where something genuinely cannot be reconstructed, we tell you before the return is prepared.
Will I get in trouble for unfiled taxes?
For most ordinary non-filers, coming forward and filing voluntarily is the constructive way to deal with it, and being current on filing is generally expected before payment or relief options are considered. Where there is possible criminal exposure or a question of willfulness, a tax attorney should be involved. This is general information, not legal advice.
The IRS filed a return for me. Can you fix it?
Usually we can address it. A substitute return is prepared without the exemptions, credits and deductions you may be entitled to receive. Filing your own delinquent return for that year lets those items be claimed, and the IRS states it will generally adjust your account to reflect the correct figures. Whether that lowers the balance depends on your actual facts.
What if I cannot pay what I owe?
Filing and paying are separate questions. Once the returns are filed the real figures are known, and payment options such as an installment agreement, or other resolution alternatives, can be evaluated against your circumstances. Interest and the failure-to-pay penalty continue to apply while tax remains unpaid, and no arrangement can be assumed to be approved in advance.
How much does catch-up filing cost?
You get one flat fee, quoted after an introductory consultation, priced per return by complexity, before any work begins.
Related Services

Other Ways Jason Can Help

Catch-up filing often connects to these services.

Accountant Stopped Responding

When a prior preparer goes silent, we confirm what was filed, find what is missing, and take over the work.

Learn more →

Tax Resolution and IRS Debt

If filing reveals a balance you cannot pay, we work toward the right resolution.

Learn more →

IRS Notices and Representation

We handle any notices that come up and represent you before the IRS.

Learn more →

Tax Preparation

Accurate current-year returns so you stay compliant going forward.

Learn more →

Get Your Prior-Year Returns Filed

An introductory consultation confirms whether catch-up filing fits our services and how the fee is set. No pressure, no judgment, just a clear next step from a licensed CPA.

Tell Us Which Returns Are MissingView Our Fees
Flat-fee pricing. You approve the number before any work begins.