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TaxElixir, Where Trust Meets CPA Excellence

Service 02

Back Year Tax Services: Bringing Delinquent Filings Current

Back year work is the engagement most firms want to help with and least want to staff. It is document-heavy, slow, and hard to quote. TaxElixir runs it as a defined four-stage process (examine, organise and digitise, verify, prepare) so a client who is several years behind ends up with an audit-ready document set and every outstanding return prepared to current IRS standards. Your firm keeps the relationship and the review; we absorb the hours.

Scope of Work

What back year tax services covers

Taken directly from our service schedule. If something you need is not listed, ask. The list describes our standard scope, not its limits.

What The Engagement Covers

  • Review of all prior-year documents, receipts and filings
  • Organisation of paper records and digitisation for secure cloud storage
  • Cross-verification of transactions against bank and source documents
  • Preparation of all outstanding returns to current IRS standards

The Process

Four stages from shoebox to filing-ready

Every stage has a defined output, so you always know exactly where an engagement stands.
  1. 01

    Financial Record Examination

    Review all prior-year documents, receipts and filings.

    Clear picture of outstanding obligations

  2. 02

    Organization & Digitization

    Organize paper records; digitize for secure cloud storage.

    Clean, audit-ready document set

  3. 03

    Transactions Verification

    Cross-verify transactions against bank and source docs.

    Accurate, IRS-compliant records

  4. 04

    Comprehensive Preparation

    Prepare all outstanding returns to current IRS standards.

    Filing-ready returns delivered

Staff This Work

Prefer a dedicated person to a project engagement?

The same work, delivered by a named individual who becomes part of your team rather than a batch you send out.
Offshore Back Year Tax PreparerSpecialist capacity for delinquent filings: the engagement most firms accept reluctantly.Offshore Tax PreparerSeason capacity that arrives review-ready: preparation, document review and e-filing support.

How We Work

Five steps to steady state

Nothing moves until the scope is agreed upon in writing. Nothing scales until you have reviewed a pilot batch.
  1. 01

    Discovery Call

    We learn your workflow, your standards and whether this is a fit.

  2. 02

    Scope & Engagement Letter

    Services, volumes, turnaround and terms agreed upon before data moves.

  3. 03

    Secure Access Setup

    Access provisioned under your controls. Least privilege, always.

  4. 04

    Ongoing Communication

    Regular check-ins, status updates and a clear escalation path from day one.

  5. 05

    Steady-State Delivery

    Set cadence, named contact, tracked turnaround, self-review built in.

Add capacity without adding headcount

Book a Discovery CallSee How We Work
or email support@taxelixir.com