Tax Prep & Compliance

What Does “Tax Compliance” Mean? Tax compliance simply means you are fully up to date with the IRS requirements, including: • All required tax returns are filed • You are current on this year’s taxes • You are not actively avoiding tax obligations • You are making required estimated payments (if self-employed) ⸻ • You are no longer falling behind on taxes • Your financial situation is accurate and up to date If you’re missing tax returns or not current, your Offer in Compromise will be denied immediately — even if you would otherwise qualify. ⸻ Common Compliance Issues We Fix Many clients come to us with: • Unfiled tax returns (multiple years) • Incorrect or incomplete filings • IRS substitute returns (SFRs) filed on their behalf • Self-employment income not reported properly • Back taxes with penalties and interest growing We handle all of this for you — from preparation to submission — so you can move forward with relief. ⸻ Our Compliance Process 1. IRS Transcript Review We pull your IRS records to identify missing years and balances. 2. Catch-Up Tax Filing We prepare and file all required returns accurately. 3. Current Year Strategy We ensure you stay compliant moving forward. 4. Position for Relief Programs Once compliant, we evaluate eligibility for: • Offer in Compromise (OIC) • Installment Agreements • Penalty Abatement • Currently Not Collectible (CNC) ⸻ Benefits of Becoming Tax Compliant • Unlock eligibility for IRS relief programs • Stop automatic denials and delays • Reduce penalties through proper filing • Gain control over your financial situation • Move toward settling or resolving your tax debt ⸻ Don’t Let Unfiled Taxes Block Your Fresh Start