Amended Returns
Correct past filings with a transparent workflow and tracking for refunds or balances due.
Prior-Year Catch-Up
Bring prior-year taxes current without stress
Prepare missing returns, restore transcript accuracy, and settle balances with agency approved plans.
- Transcript driven reconstruction of missing returns
- Penalty reduction strategies for compliant taxpayers
- Direct coordination with IRS and New York collection teams
What you get
- IRS and state transcript retrieval and analysis
- Reconstruction of missing returns using transcript data
- Complete preparation of all unfiled years starting with most recent
- Penalty abatement analysis and documentation
- First Time Abatement request preparation when eligible
- +9 more included items
Simple process
1Transcript retrieval and analysis
2Return reconstruction
3Penalty abatement analysis
+4 more steps
Brooklyn-based CPA
Secure document exchange, same-day acknowledgement, and direct access to your tax preparer.
Comprehensive tax preparation for Brooklyn residents
We retrieve IRS and New York transcripts, match them to your records, and rebuild the missing returns year by year. Our CPAs start with the most recent unfiled year and work backward. We use IRS Wage and Income transcripts to reconstruct W-2 and 1099 information when documents are missing. We compare transcript data with your records to ensure accuracy and identify any missing income sources. We prepare complete returns for each unfiled year with all required schedules and forms.
Penalty abatement opportunities are documented with reasonable cause letters where appropriate. We review your filing history and circumstances to determine if you qualify for penalty relief. We prepare First Time Abatement requests when eligible and reasonable cause letters when facts support penalty reduction. We document circumstances such as illness, natural disasters, or other hardships that prevented timely filing. We coordinate directly with IRS and state collection teams to present your case effectively.
Our team coordinates payment plans and direct debit schedules that keep you compliant moving forward. We evaluate your financial situation and prepare payment plan proposals that fit your budget. We submit Form 9465 for installment agreements and coordinate with agencies to get plans approved. We also set up direct debit arrangements to ensure payments are made automatically. We monitor payment plan compliance and help you stay current with ongoing obligations.
We restore your transcript accuracy by filing all missing returns and coordinating with agencies to update account records. We monitor account status after filing to ensure all returns are processed and balances are updated correctly. We coordinate with collection teams to resolve any discrepancies and ensure you're in good standing. We also provide ongoing support to help you stay compliant with future filing requirements.
What's included
- IRS and state transcript retrieval and analysis
- Reconstruction of missing returns using transcript data
- Complete preparation of all unfiled years starting with most recent
- Penalty abatement analysis and documentation
- First Time Abatement request preparation when eligible
- Reasonable cause letter preparation for penalty relief
- Payment plan proposal preparation and submission
- Direct debit arrangement coordination
- Account status monitoring and transcript accuracy restoration
- Coordination with IRS and state collection teams
- Ongoing compliance support to prevent future issues
- Secure archive of all prior-year returns and supporting documents
- Post-filing support for agency notices and questions
- Year-end tax planning to ensure future compliance
Typical scenarios we handle
- Brooklyn taxpayers who haven't filed returns for multiple years and need to restore compliance
- Individuals who lost tax documents and need to reconstruct returns using transcript data
- Taxpayers who received IRS or state notices about unfiled returns
- Individuals who experienced financial hardship and couldn't file returns timely
- Brooklyn residents who moved multiple times and lost track of filing requirements
- Taxpayers who experienced illness or other hardships that prevented timely filing
- Individuals who owe back taxes and need payment plan arrangements
- Brooklyn residents who need penalty relief due to reasonable cause
- Taxpayers who need to file prior-year returns to claim refunds
- Individuals who need to restore transcript accuracy before settling tax debts
How we prepare your return
1
Transcript retrieval and analysis
We obtain IRS and state transcripts for all unfiled years and analyze them to identify income sources, withholding, and estimated payments. We use transcript data to reconstruct missing W-2 and 1099 information.
2
Return reconstruction
We prepare complete returns for each unfiled year using transcript data and your records. We ensure all income sources are included and all deductions and credits are properly calculated.
3
Penalty abatement analysis
We review your circumstances to determine if you qualify for penalty relief. We prepare First Time Abatement requests or reasonable cause letters when appropriate.
4
Payment plan coordination
We evaluate your financial situation and prepare payment plan proposals. We submit installment agreement requests and coordinate with agencies to get plans approved.
5
Return filing and account restoration
We file all missing returns and coordinate with agencies to update account records. We monitor account status to ensure all returns are processed and balances are updated correctly.
6
Ongoing compliance support
We provide ongoing support to help you stay compliant with future filing requirements. We send reminders and coordinate future returns to prevent falling behind again.
7
Collection coordination
We coordinate directly with IRS and state collection teams to resolve any discrepancies and ensure you're in good standing. We handle any notices or collection actions.
Brooklyn and New York City considerations
- We ensure New York City returns are included in catch-up filing for Brooklyn residents
- We coordinate with NYC Department of Finance on prior-year filing requirements
- We handle Brooklyn-specific tax issues including city credits and deductions for prior years
- We understand New York State and NYC penalty abatement policies and procedures
- We coordinate prior-year returns for Brooklyn residents who moved during unfiled years
- We handle NYC property tax adjustments that may affect prior-year returns
- We ensure compliance with New York State and NYC filing requirements for all prior years
Frequently asked questions
How many years can you prepare at once?
We commonly prepare six years of returns to restore compliance, and we extend further when agencies request additional coverage. There's generally no limit to how many years we can prepare, though we typically focus on the years within the statute of limitations.
Can you help if I lost wage documents?
Yes. We use IRS Wage and Income transcripts to rebuild W-2 and 1099 information. Transcripts contain all income reported to the IRS by employers and payers, so we can reconstruct your income even without original documents.
Do you set up payment plans?
We present a budget driven payment proposal and submit the required forms so agencies approve the installment agreement. We coordinate with IRS and state collection teams to get payment plans approved and set up direct debit arrangements when possible.
Can you get penalties removed?
We review your circumstances to determine if you qualify for penalty relief. First Time Abatement is available if you have a clean filing history for the prior three years. We also prepare reasonable cause letters when facts support penalty reduction.
How long does it take to catch up on unfiled returns?
The timeline depends on how many years need to be filed and the complexity of your situation. Simple returns can be prepared quickly, while complex situations with multiple years may take several weeks. We provide status updates throughout the process.
What if I can't afford to pay what I owe?
We evaluate your financial situation and prepare payment plan proposals that fit your budget. We can also explore other options including offers in compromise or currently not collectible status if you qualify.
Will filing prior-year returns trigger an audit?
Filing prior-year returns can sometimes trigger reviews, but most returns are processed without audit. We maintain organized workpapers and remain available to respond if agencies ask questions. We document all returns thoroughly to minimize audit risk.
How do you coordinate with collection agencies?
We file power of attorney forms with IRS and state agencies so we can communicate directly with collection teams. We present your case for payment plans and penalty relief and coordinate resolution of any collection actions.
Schedule a consultation
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