What the first conversation should answer
- Which tax years may be unfiled?
- Did the IRS or state already send notices?
- Are W-2s, 1099s, books, or business records missing?
- Is there active collection, a lien, levy, or Revenue Officer?
- Are current-year estimated payments or payroll deposits an issue?
Do not guess your way through old returns. Missing years, substitute returns, business income, and state issues can change the proper workflow. A qualified tax professional should control professional tax work.
How Tax Allstars helps without pretending to be the tax pro
Tax Allstars can organize intake, document requests, workflow, scheduling, and client updates. Tax advice, return preparation, signing, filing, and IRS/state representation stay with qualified licensed professionals.
List possible missing years
Even a rough year list helps start routing.
Check notices and urgency
Collection risk changes priority.
Scope cleanup
Paid work is quoted after enough facts are known.
Related pages
IRS notice help, payment plan help, and Revenue Officer help.