Back Taxes & Unfiled Returns

“I'm behind on taxes and feeling overwhelmed, what is my first step?”

High urgencyDeep Dive · 60 min · $170

When taxes have fallen behind, the first step is often to get a clear picture of what is missing, including which returns were not filed, which years may have balances, and whether any IRS or state notices have already arrived. The next considerations usually involve gathering income records, prior filings, and any payment history so the situation can be organized before action is taken. In many cases, the right starting point also depends on whether the issue is unfiled returns, unpaid tax, or both, since each can affect how the account is handled and what information is needed. A targeted review with a CPA can turn the uncertainty into a clear next step.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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