Services
Prior-year U.S. tax returns
We prepare or amend prior-year returns, reviewing each tax year separately.
Who this service is for
For clients who need to file a return for an earlier year or correct a return that was already filed. These situations can look similar, but they require different steps, so each tax year and each previously filed return is reviewed separately.
Common situations
- A return was not filed for one of the prior years.
- An additional income form was discovered after filing.
- Household, income, or another item on a filed return needs to be corrected.
- A notice prompted a review of a prior-year filing.
What to prepare
- Income forms and other tax documents for the specific year being prepared or corrected.
- A copy of the return that was previously filed when an amendment is needed.
- IRS or state notices that relate to that tax year.
- Supporting records for the item that needs to be added, removed, or changed.
What we review
We first determine whether the issue is an unfiled return or a change to an already filed return. Then we reconstruct the facts and documents for that specific year rather than automatically carrying current-year information backward.
If several years are involved, each year is handled separately because forms, facts, and reasons for correction can differ.
Helpful resources
What to prepare
A list of documents and supporting records for credits, dependents, mileage, expenses, and foreign items.
How it works
Four steps from initial contact to filing: we first understand the situation, then identify the documents, receive them securely, and review the result with you.
Documents are transmitted only through a secure method after the initial contact.
Common questions
Can a prior-year return be amended or prepared?
An amended return or prior-year filing depends on documents, deadlines, and the reason for the correction. We first review the original return and new information.
Can we start if not all documents are ready yet?
Yes. You can start by describing the situation, but preparation and filing require complete documents and support for income, deductions, and credits.
Should I keep documents after filing?
Yes. Keep a copy of the return and supporting records for income, deductions, credits, children, business activity, foreign accounts, and IRS letters.
What affects the price?
Forms, states, income sources, Schedule C activity, foreign income, foreign accounts, and any additional explanations required.
Contact
Describe what you have: W-2, 1099, Schedule C, income outside the U.S., foreign accounts, an IRS letter, or another question. We will then suggest the next step.