UNFILED TAX RETURN COMPLIANCE
Let's Start Getting Your Unfiled Returns Prepared.
Thank you for choosing Tax Control Group™ for your Unfiled Tax Return Compliance service.
Your first step is to complete the intake. This will help us identify the unfiled tax years, understand your filing history and determine the information needed to prepare your returns.
After completing the intake, you'll receive instructions for providing your tax documents through the designated secure client process.
Complete My Unfiled Return IntakeHere's What Happens Next
1 — COMPLETE YOUR INTAKE
Tell us about your unfiled tax years, filing history and tax situation.
2 — PROVIDE DOCUMENTS SECURELY
Provide the tax documents for the included years through the designated secure client process.
3 — We Prepare Your Return
We'll review the information provided and prepare up to two standard prior-year Form 1040 returns within the agreed scope.
4 — REVIEW, DOCUSIGN & FILE
You'll review the completed returns and receive a DocuSign for required signatures before eligible returns move to filing.
Start With Your Unfiled Return Intake
Complete the intake before providing tax documents. Your answers will help us identify which tax years need to be prepared and understand your filing situation.
Do not enter Social Security numbers, bank-account information or other sensitive taxpayer information in the intake.
Complete My Unfiled Return IntakeYour Unfiled Tax Return Compliance Service Is $1,05
The $1,050 fee includes preparation of up to two standard prior-year individual Form 1040 returns within the established scope of this service.
Additional tax years, Schedule C business activity, rental property, K-1 income, multiple states, significant investment activity, digital assets, complex capital gains, incomplete records or other complexity may require additional pricing.
Any additional scope and fee will be identified before that additional work proceeds.
What Should I Have Ready?
For each unfiled tax year, gather the documents that apply, including:
- Forms W-2
- Forms 1099
- Social Security benefit statements
- Pension and retirement statements
- Interest and dividend statements
- Investment tax documents
- Schedule K-1s, when applicable
- Marketplace health-insurance tax forms
- Mortgage-interest and property-tax information
- Education-related tax documents
- Estimated-tax payment records
- Prior federal and state tax returns, if available
- IRS or state correspondence related to the unfiled years
- Other documents affecting the returns
You do not need to provide these documents on this page.
Missing Documents From an Older Tax Year?
Unfiled returns often involve missing or incomplete records.
The $1,050 service assumes the information necessary to prepare the two included returns can be determined from reasonably complete and organized records.
Document retrieval, income reconstruction, bookkeeping, business-record cleanup or other significant reconstruction work is not automatically included.
If additional work is required, we'll identify the scope and applicable fee before proceeding with that additional work.
Keep Your Tax and Business Information Secure
Do not send tax returns, Social Security numbers, EINs, bank information or other sensitive taxpayer or business documents through ordinary email or Kajabi forms.
Sensitive information should only be provided through the designated secure client process.
Filing the Returns May Not Resolve Everything
Preparing and filing delinquent tax returns does not automatically:
- Eliminate penalties or interest
- Pay outstanding tax balances
- Stop collection activity
- Release a tax lien or levy
- Resolve an IRS or state notice
- Resolve tax years outside this engagement
Tax-account investigation, notice response, penalty abatement, collection matters and other resolution services require a separate engagement when applicable.
Complete My Unfiled Return IntakeReady to Begin?
Complete your Unfiled Return Intake so we can identify the tax years and information needed to begin preparing your returns.
Complete My Unfiled Return Intake