Reconcile the books before preparing a back return
A reliable reconciliation explains differences rather than hiding them in a final total.
Read the guideIndependent taxpayer resource
Make the books useful for the tax decision.
Business record guides connecting deposits, expenses, overdue returns and evidence needed for a federal balance discussion.
Independent educational resource. This site's referral contact line is (855) 494-5639. We do not provide tax preparation, legal advice, or representation. The Republic Tax link leads to an external profile; service terms and eligibility must be confirmed with the provider.
Your starting point
Bookkeeping before tax resolution
01Match bank activity to entries
02Group receipts by period
03Inventory unfiled years
An organizer, not an eligibility decision.
Get clear on the details.
A useful starting point: practical guides, a document checklist, and questions to ask before choosing tax help.
Build a receipt and expense evidence index
An index helps show which amounts have support and which need more work. Keep the purpose of each item visible.
Read the guideTurn messy records into year-specific filing packets
Separate records by filing year and tax form. A well-labeled packet reduces confusion in an overdue filing review.
Read the guidePrepare a business cash-flow summary for a resolution call
Use current operations and evidence behind the figures. Distinguish tax compliance needs from a hoped-for payment amount.
Read the guideA practical starting tool
Prepare a books-to-return evidence index
Business record guides connecting deposits, expenses, overdue returns and evidence needed for a federal balance discussion.
No account is needed. Nothing you check is sent to us, and the checklist resets when you reload. Print a copy if you want to keep it.
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Check off items as you gather them. This organizer stays in your browser; it does not submit information.
Make an informed call.
Preparation matters more than a sales promise. Keep these questions in the conversation.
Start with the source
Read the notice and check the relevant IRS guidance. A deadline, assessment, and collection action are different things.
Ask who does the work
Ask who will review your facts, what credentials they hold, and what representation is included. Get scope and fees in writing.
Keep the outcome realistic
A referral is not an approval. Relief options depend on eligibility, records, and IRS decisions; no result is promised here.