Services
Prior-year U.S. tax returns
We prepare or amend prior-year returns, reviewing each tax year separately.
Next step
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.
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
The general checklist covers basic documents and supporting records. This page lists only the documents relevant to this service.
- 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
How it works
The workflow and secure document transfer are described in “How it works.” View the workflow
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.
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