Missing records or a tax notice? Start here
Unfiled years. Missing transaction history. A 1099-DA mismatch letter. We map what’s known, find what’s missing, and fix the most urgent issue first, federal and state.
Begin with what is known
We review the history and the records you have, find the gaps, and set the next scope.
Notice response
We read the notice and the records behind it, prepare the response, and say who submits it. 1099-DA mismatches: when the broker's number and your number disagree, we reconcile to the chain and answer with the record.
Amended returns
Missing returns or amendments, prepared from a rebuilt history rather than a guess.
Multi-year cleanup
Reconstructing incomplete transaction history across every year involved.
IRS representation
Correspondence and negotiation with the tax authority, where the scope includes it.
Transcript review
IRS transcripts and statute-of-limitations analysis before anything is filed.
Deadline planning
Response deadlines and next steps, set before the first reply goes out.
Notice response
We read the notice and the records behind it, prepare the response, and say who submits it. 1099-DA mismatches: when the broker's number and your number disagree, we reconcile to the chain and answer with the record.
Amended returns
Missing returns or amendments, prepared from a rebuilt history rather than a guess.
Multi-year cleanup
Reconstructing incomplete transaction history across every year involved.
How an engagement works
Four steps from the first conversation to an agreed scope, with the fee stated before work begins.
Start with the Situation
What you need, what has changed, what is coming up.
Understand the Records
What exists, and where a closer look is needed.
Agree on the Engagement
Deliverables, fee, responsibilities, and next steps, in writing.
Begin the Work
Portal access, cadence, and the first deliverable date, set on day one.