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Missed Filings Assessment

Understand your missing U.S. filings with a written inventory of the gaps, records to gather, and recommended next steps.

“I'm behind. Where do I start?”

$249 USD

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No payment or documents needed now. Scope and fee confirmed before you decide.

What you receive

An initial review of one individual's or jointly filing couple's filing history.
An inventory covering up to three agreed federal income tax years and up to six agreed foreign-account reporting years.
A missing-records checklist and explanation of issues requiring further assessment.
Recommended next steps, with a separate catch-up preparation quote or specialist referral where appropriate.
One follow-up clarification within 14 days.

Scope to know before you start

The listed fee covers the work described above. These items require a separate engagement or another professional:

Preparation or filing of delinquent returns and reports.
Eligibility certification for a relief program, a willfulness determination, or a promise that penalties will be reduced or waived.
IRS representation, legal opinions, or calculating balances due across multiple years.

Delivery and follow-up

Target: 5 business days after complete intake

Delivery targets begin after the engagement is accepted, payment clears, and all requested information is complete. I confirm the delivery date before work starts.

Each personalized service includes one clarification about the original scope, submitted within 14 days of delivery. Additional years, documents, calculations, or scenarios are scoped separately.