Filing taxes may seem routine, but when years go by without proper filings, or when financial records become tangled, the results can be overwhelming. Angelo has worked with clients in some of the most difficult situations, bringing order, accuracy, and peace of mind. Here are two real-world examples:

Case 1: Catching Up on Missing Returns and Payroll Taxes

One client had not filed their personal tax return for several years. To catch up, we had to correct and reconcile two years of QuickBooks Online data. While preparing the first year’s return, we uncovered even bigger problems. Missing payroll tax filings and evidence that a former bookkeeper had been embezzling payroll tax trust funds. The client owed tens of thousands of dollars in back payroll taxes. By negotiating with tax agencies, we were able to reduce or eliminate penalties and establish affordable installment agreements, allowing the client to pay off their back taxes and move forward with confidence.

Case 2: Divorce, Bookkeeping Cleanup, and Amended Returns

In another case, a client was in the midst of a difficult and drawn-out divorce. Their bookkeeping records were in disarray, with years of QuickBooks Desktop data left unmanaged. We carefully cleaned up several years of records for two corporations, which led to three years of amended tax returns. This work not only brought the client into compliance but also saved them from potentially years of inflated spousal support claims.

The Takeaway

When tax filings are late, inaccurate, or tangled up in personal or business complications, the stress can feel overwhelming. With the right guidance, it’s possible to clean up the past, protect your financial future, and regain peace of mind.

Need help catching up or cleaning up your tax filings? Get a Quote Today and let us bring clarity and confidence back to your finances.