Tax Cleanup
Tax Corrections & Prior-Year Cleanup
When a previous return was prepared incorrectly or your records no longer match what was filed, we review, correct and organize prior-year issues so you can move forward.
Problems Left From Previous Years
Fixing What Was Filed Before
Errors in prior returns, books that do not match the returns and unanswered notices tend to grow over time. We review what was filed, explain what we find and correct it when appropriate.
- Errors made by a prior preparer
- Amended returns
- Differences between the books and the returns
- IRS and state notices
Step by Step
How Corrections Work
A structured process, so you know what is happening at each step.
Review
We review the filed returns, the supporting records and any notices received.
Determine Scope
We identify what needs attention and explain the options and scope of work.
Correct When Appropriate
We prepare amended returns or other corrections when they are appropriate.
Stabilize Going Forward
We help set up cleaner records so the same problems do not repeat.
Common Issues
What We Help Correct
Prior Preparer Errors
Returns prepared elsewhere with mistakes or missing information.
Amended Returns
Corrections to federal and state returns when appropriate.
Books vs. Returns
Differences between the financial records and what was reported.
S-Corporation Inconsistencies
Compensation, distributions or basis that were not handled consistently.
IRS & State Notices
Understanding the notice and preparing an organized response.
Unfiled Years
Gathering records and preparing returns that were never filed.
Going Forward
A Cleaner Foundation
After the corrections, the goal is a cleaner base for the years ahead, with records that support the returns. We do not promise a refund or a specific outcome.
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Questions
Frequently Asked Questions
Will correcting a return get me a refund?
It depends on the facts. Some corrections result in a refund, others in a balance due. We do not promise a specific result.
Can you correct returns prepared by someone else?
Yes. Many clients come to us after finding problems in returns prepared elsewhere.
I received an IRS notice. What should I do?
Do not ignore it. Send us the notice and the related return so we can review it and explain the options.
Every situation is different. Outcomes depend on individual facts, documentation and applicable requirements.
Contact Us
Ready to Discuss Your Situation?
Tell us what happened and our team will review your situation before your consultation.
Tax advisory, accounting and business solutions for growing businesses. Based in North Carolina. Serving businesses nationwide.
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