You generally need to make quarterly estimated payments if you're self-employed, own a business, or have significant income that isn't subject to withholding (rental income, investment gains, etc.). If you expect to owe $1,000 or more in taxes for the year, the IRS requires quarterly payments to avoid underpayment penalties. We can calculate your estimated taxes and help you set up a payment schedule.

There's no time limit for filing back tax returns - we can help you file for any year you've missed. However, you can only claim refunds for returns filed within three years of the original due date. The IRS typically requires the last six years of returns to be filed to be considered compliant. We specialize in helping clients catch up on multiple years of unfiled returns and can work with you to get current.