Back taxes can raise questions about the balance, an IRS letter, or what you can afford to pay. Get help understanding those issues and discussing payment plans, settlement review, or penalty relief.
Identify what is known
If you are unsure whether a return was filed, explain what records you have rather than assuming that a prepared copy proves submission. Past-due filing questions and a balance already shown by the IRS may require different follow-up.
Discuss the information needed
Ask which tax years require attention and what income or other records would be useful. Filing a past-due return can be important even when full payment is not possible. The relevant filing requirements and payment questions should be discussed separately.
Keep the work understandable
A proposal should explain whether it includes return preparation, account review, notice response, or payment assistance. Ask what remains your responsibility and how missing information will be handled. Keep copies of submissions and relevant confirmation.
Practical questions for your discussion
A filing-follow-up list becomes useful when it identifies a particular uncertainty. Check available return and submission records before assigning a broad status that the evidence may not support.
Read the current official instructions: IRS guidance on past-due returns.