Past-year & late returns
Didn't file taxes? Let's get you caught up
Missed a year — or a few? You are not alone, and it is fixable. The sooner you file, the sooner penalties stop growing. And if you were owed a refund, you may still be able to get it.
Owed a refund? Time is limited
You generally have 3 years from the original due date to claim a refund. For your 2023 return, that means April 15, 2027. After that, the money is gone — even refundable credits like the Earned Income Credit.
Owe money? Filing still helps
- The penalty for not filing is usually much bigger than the penalty for not paying — up to 25% of the tax owed
- Interest keeps adding up until it is paid
- Filing lets you see the real number, and options like a payment plan
How we catch you up
- Free consultationTell us which years are missing and what letters you received.
- Find your papersWe help you request missing W-2s and 1099s from IRS transcripts.
- Agree on the priceYour price per year is explained and agreed with you before we begin.
- Prepare and reviewWe prepare each year, oldest first, and go over every return with you.
- File and planWe file and help you set up so next year is on time.
Got a letter?
Bring it — we explain what it says and help you prepare what is asked. We participate in the IRS Annual Filing Season Program. For returns we prepared and signed, we can speak to the IRS for you in an examination (audit) or about a notice, and with the Taxpayer Advocate Service. We cannot represent you in IRS Appeals or Collections, or on New York State matters — for those we work with our CPA and tax resolution partners.
What it costs
Minimum fees from our price list. We look at your papers first, and your price is explained and agreed with you before we begin. Our fee is never based on your refund.
| Service | Minimum fee |
|---|---|
| Past-year return (per year) | $200 |
| Amended return (free if our error) | $150 |
| Self-employment (Schedule C), from | $150 |
| Organizing incomplete records | $50/hour |
See the full price list → · Every personal and business return includes up to $1 million in audit defense services, paid by us.
Questions
How many years back do I need to file?
It depends on your situation. Often the last 6 years matter most. We look at your records and letters and tell you what is needed.
I lost my W-2s. Can I still file?
Yes. Income information can be pulled from IRS wage and income transcripts, and we help you get them.
Will I go to jail for not filing?
For most people who come forward on their own, the issue is penalties and interest, not criminal charges. Filing now is the best step. For legal questions, talk to an attorney.
Can I still get my refund from 2021 or 2022?
For 2021 and 2022, the usual 3-year window has closed. 2023 refunds can generally be claimed until April 15, 2027 — don't wait.
Can I pay the tax over time?
Payment plans are often possible once your returns are filed. We explain the options and, through our CPA and tax resolution partners, can help you apply and negotiate.
Talk to us — the first conversation is free
Come to 451 Rockaway Avenue, drop off your papers, or work with us from home through our secure client portal.
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General information, not tax advice for your situation. Rules and limits apply.