A practical catch-up process
We begin with the filing history rather than guessing. Depending on the situation, that may include reviewing prior returns, wage and income information, business records, and IRS correspondence.
- Identify the tax years that need to be filed
- Collect available W-2s, 1099s, business records, and other tax documents
- Reconstruct income and expenses when records are incomplete
- Prepare the returns in a logical order and review the results
- Address balances, notices, or collection issues after the filing picture is clear
If you owe and cannot pay everything immediately
Filing and payment are separate issues. Depending on the facts, taxpayers who cannot pay in full may have IRS payment or collection-resolution options. We review the account and the complete filing status before recommending a next step.
Common questions
I have not filed in two, three, or more years. Is it too late to fix it?
Usually the first step is to determine exactly which returns are required and gather the records needed to prepare them. The appropriate process depends on the taxpayer’s filing history and IRS account.
What if I lost my W-2s or 1099s?
There may be ways to reconstruct part of the filing information from available records and tax transcripts. We review what is missing before deciding how to proceed.
This page provides general educational information. Tax results and representation options depend on the taxpayer's specific facts, records, account status, and current law.