Cleanup · Back-Year Resolution
Cleanup & Back-Year Resolution
If you are behind on your books, your tax filings, or both, you are not alone – and you are not beyond help.
Cleanup & Back-Year Resolution is designed to calmly untangle the past so you can move forward with a clear plan. Instead of judgment or panic, you get a structured process: we organize what you have, rebuild what is missing, and bring your filings up to date so you can get back to running your business.
Who We Serve
When Cleanup & Back-Year Resolution Makes Sense
This service is built for business owners who want to fix the past without derailing the present.
It is a strong fit if:
- Your bookkeeping has fallen behind and reports no longer match reality.
- You have one or more unfiled business or individual tax returns.
- You switched systems or bookkeepers and your data is inconsistent or incomplete.
- You are worried about IRS notices, penalties, or simply not knowing where things stand.
Whether you are a few months behind or several years out of date, the goal is the same:
get you current, accurate, and in a position to make confident decisions going forward.
What’s Included
What Cleanup & Back-Year Resolution Includes
We focus on three core areas: your books, your returns, and your communication with the IRS or state agencies.
- Discovery & diagnostics.
We review your current records, prior filings, and notices to determine what is missing,
what needs correction, and which years are involved. - Bookkeeping cleanup and reconstruction.
We organize and reconcile your income, expenses, and balances so your books accurately reflect your activity
for each open year. - Preparation of back-year returns.
Once the numbers are reliable, we prepare and file any outstanding business and, when applicable,
individual returns. - Support with notices and follow-up.
If you have IRS or state correspondence related to the periods we are cleaning up, we help you understand
what it means and how to respond.
When appropriate, we may recommend pairing this service with Business Tax Preparation or
Tax Strategy & Annual Tax Preparation so you have ongoing support once you are caught up.
Process
How the Cleanup Process Works
- 1. Clarity call.
We map out which years are open, what systems you use, and what records you still have access to. - 2. Information gathering.
You receive a clear, prioritized list of what to upload — bank statements, prior returns, notices,
and any existing bookkeeping files. - 3. Cleanup & reconstruction.
We rebuild and reconcile your books by month and year, documenting key assumptions so everything
is defensible and repeatable. - 4. Back-year filings.
We prepare and file any outstanding returns and walk you through the results so you understand
balances, refunds, and next steps. - 5. Plan to stay current.
Once the past is cleaned up, we outline options for staying on track — whether that means ongoing
bookkeeping support, Business Tax Preparation, or a full Tax Strategy engagement.
Pricing
Cleanup & Back-Year Resolution Pricing
Because every cleanup project is unique, pricing is based on how many months and years we are addressing, the condition of your records, and the number of returns to file.
- Transparent project quote based on months or years behind.
- Priority given to the most time-sensitive years and notices first.
- Clear expectations for what is included and what may be added if scope changes.
You will always receive a detailed proposal before we begin so you know exactly what we will handle
and how fees are structured.
Common Questions
Frequently Asked Questions
How far back can you go?
It depends on your situation and IRS or state guidance, but we typically focus on the years
that are still open from a compliance and risk standpoint. During your consultation, we will
help you understand which years matter most.
What if I am missing statements or documents?
Missing information is common in cleanup work. We will help you identify what can be retrieved
from banks, payroll providers, or other platforms, and where we may need to make reasonable,
well-documented assumptions.
Will this trigger an audit?
The goal of cleanup is the opposite: to reduce uncertainty and risk. We focus on accuracy,
documentation, and consistent treatment so your filings are more defensible, not less.
Next Step
Ready to get caught up — calmly and clearly?
If you are tired of carrying the mental weight of unfiled returns or messy books,
Cleanup & Back-Year Resolution is designed to give you a structured way forward.