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Prior-Year & SFR Cases

Prior-Year & SFR Cases

When returns go unfiled, the IRS may file a "substitute for return" using only the income it knows about, with none of your deductions. Filing your own accurate return often lowers the balance dramatically.

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What’s included

How we help

  • Pulling IRS wage and income transcripts for every missing year
  • Rebuilding income and expenses from the records you have
  • Preparing original returns to replace substitute returns
  • Coordinating filings so collection pressure is addressed
  • A payment-plan or penalty-relief strategy once the returns are filed

Start the IRS help form   Decode a letter

Who this is for

Anyone with one or more unfiled years, anyone who has received an SFR notice, and business owners who fell behind.

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How it works

Four simple steps

Free conversation

Tell us what is going on. We listen first and ask the right questions.

Clear quote

You get a fixed fee or range in writing before any work begins.

We do the work

We gather what is needed, prepare, file, or respond, and keep you informed.

Plan ahead

You leave with a plan for next year, not just a finished task.

Questions

Prior-Year & SFR Cases: common questions

How far back do I need to file?

It depends on your situation and what the IRS has requested. We review your transcripts and recommend which years to file first.

Will filing late returns make things worse?

Filing almost always helps. It stops some penalties from growing and replaces estimated IRS figures with your real numbers.

Free Consultation

Let’s Start the Conversation.

Whether you have a tax problem that needs solving, a business decision that needs guidance, or you are ready for an advisor who is truly in your corner, reach out. The first conversation is on us.

Book a Consultation   Call 540-280-9392