With over 250 years of cumulative direct IRS experience, our team, led by a former IRS agent, is dedicated to helping you file unfiled tax returns. Serving clients in Fort Lauderdale, Florida, and nationwide, we handle the complexities of tax forms, documentation, and procedures so you don’t have to manage them on your own.
Get Professional Help with Unfiled Tax Returns
Our job is to step in and handle the process for you. We take over the work that causes most people stress and confusion, which is:
- Identifying which tax years are unfiled.
- Preparing accurate tax returns using the right income and deductions.
- Filing those returns directly with the IRS.
- Communicating with the IRS on your behalf.
- Requesting penalty relief when it applies.
What Unfiled Tax Returns Mean and Why They Matter
Tax filing is a legal requirement that helps fund public services and infrastructure. When returns are not filed, the IRS takes action to ensure compliance and maintain the tax system.
Here is Why Unfiled Returns Matter →
- Forfeited Refunds: If you’re due a refund, you must file to claim it. After three years, your refund is forfeited to the U.S. Treasury, meaning you lose it forever.
- Inflated Tax Bills (SFR): If you don’t file, the IRS may create a Substitute for Return (SFR) based on limited income data (e.g., W-2s). This often results in a higher tax bill, since it doesn’t account for your deductions, credits, or exemptions.
- Loss of Future Benefits: For self-employed individuals, unfiled returns mean your income isn’t reported to the Social Security Administration, which can lower your future retirement or disability benefits.
- Loan and Visa Denials: Banks, mortgage lenders, and embassies (like the UK, Australia, or Canada) often require the last 2-3 years of filed tax returns to process loans, mortgages, or visa applications. Without them, your applications could be rejected.
Risks of Leaving Tax Returns Unfiled
✅Interest: Once the IRS processes your return, interest starts adding up on any amount you owe, growing every day.
✅Substitute for Return (SFR): If you don’t file, the IRS will file a Substitute for Return (SFR) using limited data, which usually leads to a higher tax bill since it doesn’t include your eligible deductions or credits.
✅Enforcement Actions: Not filing can lead to wage garnishments, bank levies, or even tax liens. These actions can freeze your assets and damage your credit.
How Our Unfiled Tax Return Help Works
- Initial Consultation & Case Assessment: We begin with a confidential consultation to understand your situation. We'll review any IRS notices you've received and figure out which years are unfiled. Then, we’ll create a plan to get you back on track.
- Secure Power of Attorney: Once you decide to work with us, we’ll get a Power of Attorney (Form 2848), allowing us to handle all communications and negotiations with the IRS on your behalf.
- Document Retrieval & Preparation: We’ll help you gather all the necessary documents, like W-2s, 1099s, and bank statements. If anything is missing, we can request transcripts from the IRS to make sure everything is accurate.
- Accurate Back Tax Filing: Our team will file all your overdue returns, starting with the earliest year. We make sure to apply all possible deductions and credits to help reduce what you owe.
- Negotiation & Debt Resolution: After your returns are filed, if you owe taxes, we’ll help you find the best way to resolve it, including:
- Installment Plans: Setting up affordable monthly payments.
- Offer in Compromise (OIC): Back taxes settlement for less than you originally owe, if you qualify.
- Penalty Reduction: Requesting to lower or remove penalties if there’s a reasonable cause.
Compliance & Future Planning: We’ll confirm that the IRS has processed your returns and your account is in good standing. We’ll also provide tips to help you stay on top of your taxes moving forward and avoid future issues.
How Our Experienced Team Takes Care of Your Unfiled Tax Returns
With a team of CPAs, EAs, and attorneys led by a former IRS agent, we handle every step of the unfiled tax return process. No matter what’s standing in your way, whether it's penalties, missing documents, or IRS negotiations, we have the insider knowledge to resolve it with precision.
Wondering How Far Back to File Your Tax Returns?
The IRS typically requires you to file returns for the last 6 years of unfiled taxes. But depending on your situation, they might look further. Don’t worry; we’ll guide you through the rules and help you get back on track with the right filings.
Help with Unfiled Tax Returns for Different Situations
For Individuals
We know the challenges of catching up on personal tax filings. Whether you’ve missed one or multiple years, we’ll assess your situation, guide you on how to file, and ensure you avoid costly penalties. Our team will work to get you any refunds you’re owed and ensure your returns are in full compliance with the IRS.
For the Self-Employed
Missing tax returns as a self-employed individual can be especially complicated due to income fluctuations and business deductions. We bring the expertise needed to file accurate returns, apply all allowable deductions, and work to minimize any penalties. Our team knows how to handle your unique situation to avoid issues with the IRS.
For Business Owners
Business taxes are often more complex, and getting them wrong can lead to serious consequences. Whether you’re a sole proprietor, LLC, or corporation, we know the ins and outs of business tax filing. Our team ensures your returns are filed correctly, addresses any payroll tax issues and helps resolve any unfiled returns that could put your business at risk.
Local Unfiled Tax Return Help in Fort Lauderdale, Florida
Filing taxes in Fort Lauderdale isn’t always easy. While Florida doesn’t have a state income tax, federal tax laws can still be complicated, especially if you’ve missed several years of filings.
That’s where we come in. We offer local expertise in Fort Lauderdale and serve clients nationwide. Whether you’ve missed one year or several, we’ll guide you through the process and make sure your federal returns are filed correctly.
Let Our Team Handle Your Unfiled Tax Returns
Our team is built differently; we are a group of IRS tax specialists, CPAs, EAs, and attorneys guided by the insider knowledge of an ex-IRS agent. We handle the messy parts smoothly because we know the system from the inside out.
Let us take over your case so you can stay free from the IRS.
