- Serving Taxpayers Since 1993
- File In Person or Fully Virtual
- Year-Round Help, Not Just Tax Season
- Nonprofit & Church Specialists
- Flexible Refund & Payment Options
Some people stop filing after a job loss. Others lose track during a move across the country to Katy, with tax papers packed in a box nobody has opened since. Owner-operators on the I-10 corridor fall behind when the truck runs every week and the paperwork does not. However it happened, the path back looks the same. We find out which years are open, rebuild the numbers and file them, one at a time.
When You Need Prior-Year and Late Tax Returns
You need this if you skipped a year, got an IRS notice asking for a missing return, or need filed returns to qualify for a mortgage, a lease or student aid. You also need it if you think a refund went unclaimed. Refunds have a time limit, generally three years from the original due date, and once it passes the money stays with the Treasury.
Self-employed people need it most. If you were paid on a 1099 and did not file, the IRS may build a return for you using only the income it can see, with none of your fuel, repairs or other costs. That number is almost always too high.
Our Prior-Year and Late Tax Return Process
First we list the missing years. If your W-2s and 1099s are gone, we use the IRS transcript service to pull the wage and income statements that employers, banks and brokers sent in. For truckers and contractors, we rebuild expenses from bank statements, fuel receipts and settlement sheets.
Then we prepare each year with that year’s forms and rules. Texas has no state income tax, so for most Katy clients the catch-up is federal only. If you lived in another state during a missing year, we tell you whether that state wants a return too. Before anything is filed, you see the total for every year.
Prior-Year and Late Tax Return Cost in Katy
The fee depends on how many years are open and how much rebuilding they need. A couple of W-2 years go quickly. Several years of trucking or contract income with missing receipts take longer. We look at what you have and quote the whole job before we start.
Why Choose Us for Prior-Year and Late Tax Returns
Our business has prepared tax returns since 1993, including a good many years that were filed late. We do not lecture anyone about how they fell behind. Our office on Kingsland Boulevard is open all year with Saturday hours, and you can send papers online if a visit is hard to fit in.
If You Owe More Than You Can Pay
File anyway. The penalty for not filing usually grows faster than the penalty for not paying, so getting the returns in stops the bigger one. Once the balance is known, we help you request a payment plan. Many people can apply for an IRS payment plan online once all their required returns are filed.
Late returns are handled through our IRS letter and tax planning help in Katy.
Common Questions
Should I file all my missing years together?
We plan them as one project, but each year is its own return. We usually start with any year the IRS is already asking about, then work through the rest in an order that fits your situation.
I drove under my own authority. What records do I need?
Bring what you have: settlement statements, fuel card reports, bank statements and any 1099s. Your IFTA quarterly reports help too, since they show miles and fuel by quarter. We fill the gaps from IRS records and your bank history.