Tax compliance and representation
Help With Unfiled Tax Returns
If one or more required tax returns were not filed, Calculus can help review the filing history, prepare missing returns when appropriate, and identify related IRS or California issues.
Behind on tax returns?
One or more personal returns were not filed
Business or payroll returns are missing
The IRS or California sent a filing notice
An agency prepared or proposed a Substitute for Return
What Calculus can do
Review filing history, notices, transcripts, and available tax records
Prepare missing returns within the agreed tax-preparation scope
Coordinate filing work with related IRS or California account review
Explain whether tax preparation, representation, or both may be appropriate
What happens next
Review
We review the notice, account facts, records, and relevant periods.
Explain
We identify questions, deadlines, and the professional options that may apply.
Define scope
We explain next steps and define the scope and fee before substantive work begins.
Timing matters
Notices may include filing or response dates, and missing returns can affect account information. Bring any agency notice and the years you believe are missing.
What to have ready
Bring prior returns, W-2s, 1099s, business records, payroll records, IRS and FTB transcripts if available, and all agency correspondence.
Frequently asked questions
How many years of back tax returns do I need to file?
There is no single filing-year rule for every taxpayer. The required years depend on filing history, notices, income, business activity, and agency requirements.
Can I get an IRS payment plan if tax returns are missing?
Missing returns may need to be addressed before some payment arrangements can be evaluated. The account and filing history should be reviewed.
What is an IRS Substitute for Return?
In some circumstances, the IRS may prepare a return using information available to it. The notice and account record should be reviewed.
What if I do not have all of my old tax records?
Available transcripts and third-party records may help reconstruct information, but the appropriate records depend on the tax years and return type.
Can Calculus prepare the missing returns and handle the IRS problem?
Calculus can evaluate whether preparation, representation, or both fit the facts and agreed scope.
Discuss your situation with Calculus
Start with a consultation so we can understand the facts and explain the appropriate next step.