How an Enrolled Agent Can Help with Back Taxes

Life happens. Whether due to financial hardship, confusion, or oversight, taxpayers can find themselves years behind on filing their federal tax returns. While it can be stressful, the good news is that professional help is available. Here’s a step-by-step guide to filing back taxes and how Steve Perry, an Enrolled Agent (EA) from Books, Taxes & More, can make the process smoother and less painful.

Step 1: Confirm Which Years Need to Be Filed

The first step is identifying which tax years are unfiled. In most cases, the IRS requires at least the past six years to be filed in order to be compliant. Steve Perry, EA can obtain IRS transcripts to verify missing returns and income reported by third parties (such as W-2s or 1099s).

Step 2: Gather Documentation

Reconstructing financial information from previous years can be challenging. Steve Perry, EA assist clients in gathering necessary records, recreating records when documents are missing and applying allowable deductions to minimize tax liabilities.

Step 3: Prepare and File Returns

Each return must be filed separately and accurately.  Steve at Books, Taxes & More, ensures that returns are completed in compliance with current IRS regulations, while also identifying credits or deductions that may reduce the total owed.

Step 4: Address Any Tax Debt

Filing back taxes often results in a balance due, including penalties and interest. Steve can help negotiate with the IRS on behalf of the taxpayer. Options may include:

• Installment Agreements (monthly payments)

• Currently Non-Collectible (can’t pay now, may be able to pay later)

• Offer in Compromise (settling for less than owed)

• Penalty Abatement (reducing or removing penalties)

Step 5: Stay Compliant Moving Forward

After catching up, staying current is key. At Books, Taxes & More, we work with clients to establish better record-keeping habits, manage estimated payments if self-employed, and plan proactively for future tax years.

Why Work with Steve Perry, EA?

Enrolled Agents are federally licensed tax professionals with the authority to represent taxpayers before the IRS. Their specialized expertise in tax law, audits, and collections makes them uniquely qualified to assist with back tax issues. They offer personalized strategies, confidentiality, and peace of mind.

Final Thoughts

Filing back taxes may seem daunting, but ignoring the problem can lead to serious consequences like wage garnishments, levies, and loss of refunds. With the guidance of a knowledgeable Enrolled Agent, taxpayers can resolve past issues, reduce stress, and regain good standing with the IRS.

It’s never too late to take control of your tax situation—and professional help is just a call away.

If this hit home, give Steve a call at 678-717-9818 or send an email to [email protected]