Unfiled returns can prevent most resolution options and may lead the IRS to prepare substitute returns without all deductions or credits available to you.
When this may deserve a closer look
- You have missed one or more filing years
- The IRS filed a substitute return
- Fear of the balance has kept you from filing
How Tax Relief SOS approaches the matter
- Determine which returns the IRS requires
- Gather wage, income and account records
- Prepare accurate delinquent returns
- Move from filing compliance to a resolution strategy
Helpful documents to gather
You do not need every document before the first conversation, but these records commonly help clarify the account:
- IRS wage and income transcripts
- Prior filed returns and depreciation schedules
- Bank and business income records
- Expense, mortgage, charitable and medical records
- Estimated-tax and extension-payment confirmations
Common mistakes to avoid
- Waiting to file until the full balance can be paid
- Guessing which years the IRS requires
- Ignoring a substitute return or 90-day notice
- Filing without reconciling IRS income information
What the process may include
- Determine required returns and entities
- Obtain missing IRS income and account records
- Organize one file for each year
- Prepare accurate delinquent returns
- Confirm processing before selecting a collection resolution
What you receive
You work directly with Tayde Saenz, an Enrolled Agent authorized to represent taxpayers before the IRS. The goal is to replace uncertainty with an accurate account review, a carefully selected strategy and clear communication throughout the process.
Frequently asked questions
Should I file if I cannot pay?
The IRS advises filing all required returns even when the full balance cannot be paid.
What is a substitute return?
The IRS may prepare a proposed return using available information. It may not include every deduction, credit or filing position supported by the taxpayer’s records.
How do unfiled returns affect resolution?
Filing compliance is commonly required before the IRS will approve many collection alternatives.
Important to know
No ethical tax professional can promise a particular IRS outcome before reviewing the complete facts. Eligibility, timing and results vary. Penalties and interest may continue to accrue until the liability is resolved or paid.
General information only. This page does not create a professional-client relationship.