02 / AMENDMENTS & PRIOR YEARS
Tax Amendments & Back Taxes
A clear way forward starts here.
Address unfiled returns, missed information, and tax corrections with an organized review of what happened and what needs to happen next.
Start with the facts. Build a filing plan.
Tax issues become easier to approach when the affected years and missing records are clear. Andrew reviews your original filings, tax documents, and notices before recommending the appropriate next step.
Form 1040-X amendments
Correct previously filed individual returns for omitted income, overlooked deductions, or other supported changes. Review the related schedules and state amendments when needed.
Prior-year & unfiled returns
Identify outstanding years and rebuild a practical document checklist. Use available transcripts alongside your records, applying the rules that belong to each tax year.
Corrected K-1s & linked years
Review changes from partnerships and S corporations, including their effects on individual returns and carryovers. A correction in one year may call for a review of later years.
CLIENT PERSPECTIVE
A personal approach.
Tiffany valued Andrew’s review of her situation, transcripts, and amendment-related questions. She chose another direction afterward; her review describes consultation and guidance, rather than a completed filing.
Tiffany C. · Thumbtack · July 30, 2026
Read reviews on Thumbtack ↗Bring the details. We’ll connect the picture.
Bring copies of filed returns, IRS or state notices, tax forms, corrected K-1s, payment records, and any transcripts already available. If something is missing, Andrew can help identify the records needed to move forward.
Quarterly consultations give us time to understand what is changing in your life, business, and properties. Meet Andrew and learn about his approach →
Tax Amendments & Back Taxes FAQs
Do I need an original return or an amended return?
An unfiled year generally needs an original return. A previously filed return may need Form 1040-X or another correction approach, depending on the issue.
How far back can I claim a refund?
Refund deadlines depend on filing and payment dates, lookback rules, and possible exceptions. Andrew reviews those dates before assuming a refund is still available.
Will IRS transcripts include everything needed?
Not necessarily. Transcripts can help identify reported income, but business expenses, property basis, and other supporting records may still be needed.
Does amending a return guarantee a refund?
No. A correction may increase or decrease tax. The result depends on the complete return and applicable rules.
What if I cannot pay the full balance immediately?
Filing requirements and payment arrangements are separate questions. Andrew can discuss payment options appropriate to your facts; interest and penalties may continue while a balance remains unpaid.
EXPLORE RELATED GUIDANCE
Let’s talk about what comes next.
Start with your questions. Leave with a clearer understanding of your next step.