Tax Preparation
Get the Returns Filed. Understand What Comes Next.
We prepare tax returns. We also understand what happens when those returns intersect with IRS compliance or collection.
From current-year preparation to prior-year returns and missing records, Lynx Tax Advisors helps you understand what is needed and get the filing work done.
For individual return pricing and what is included, View Tax Preparation Fees.
Learn More ↓Who We Help
Current-year preparation
Tax return preparation, whether or not you have an IRS problem.
Prior-year & unfiled returns
Help identifying and preparing missing returns so you can move forward.
Missing records
Reconstructing the filing picture using available documents and IRS transcripts.
IRS-requested returns
Preparation coordinated with the tax years and deadlines in an IRS request.
Substitute for Return concerns
Reviewing an IRS-prepared assessment and the return needed to report your actual facts.
Resolution-related filing
Addressing required returns when filing compliance affects an existing IRS matter.
Know Whether You Need to File
Annual Tax Compliance Review
Retired, or helping an aging parent? Get a clear answer about whether a tax return is needed—and what to do next. We review the income and records and explain our findings in writing.
$250For the agreed tax year
01
Review
We review your income, tax records, and filing needs. We check whether an extension is appropriate, review estimated payments and any tax due, and agree on any extension filing before the deadline.
02
Verify
In mid-September, we review available IRS wage and income transcripts for reported income forms, such as W-2s and 1099s, and identify any missing records.
03
Decide
Based on the facts and records reviewed, we determine whether federal and California returns are needed. You receive written findings and clear next steps.
If a return is needed
If LTA prepares it, the full $250 review fee is credited toward that work. A straightforward federal and California return may be included in the $250 total when it fits our agreed scope. Complex returns are quoted separately before preparation begins.
We confirm the tax year, timing, scope, and fees before work begins. If a deadline is near or has passed, contact us now rather than waiting until September.
Tax Preparation With the Bigger Picture in Mind
An accurate return starts with the facts. When records are incomplete, we review what is available, use IRS transcripts where useful, and identify what still needs support. Transcripts can help reconstruct reported income; they do not replace every record needed for deductions, credits, or business expenses.
If IRS notices or collection activity are involved, we also consider filing requirements, deadlines, existing assessments, and how a filed return may affect the account. Preparation and IRS collections defense can be coordinated without treating every preparation engagement as a resolution case.
For the research behind preparation quality, read what IRS and Taxpayer Advocate data show about audits and adjustments.
A Simple Three-Step Process
Understand → Prepare → Coordinate
1. Understand
Discuss your filing needs, available records, and any IRS deadlines. Agree on the work and fees.
2. Prepare
Gather and reconcile the necessary information, prepare the agreed returns, and review them with you.
3. Coordinate
Complete the agreed filing steps and explain what comes next. If an IRS matter needs separate attention, coordinate that next step.
NEARLY 20 YEARS OF IRS EXPERIENCE
Led by Brandon Lynch, EA
Including Revenue Officer and supervisory assignments.
See Why It Matters →Tax Preparation FAQ
How much does tax preparation cost?
Federal Form 1040 preparation starts at $200. Schedules and state returns add to the starting fee; final fees depend on scope and complexity. See our Tax Preparation Fees page for details.
Do you prepare current-year returns even if I do not have an IRS problem?
Yes. LTA provides tax preparation itself. You do not need an IRS collection case to ask about current-year preparation. We confirm the returns, records, timing, and scope before work begins.
How many years of missing returns do I need to file?
That depends on your filing requirements, account history, and any IRS requests. We identify the relevant years before preparing returns rather than assuming the same number applies to everyone.
What if I am missing W-2s, 1099s, or other records?
IRS wage and income transcripts can help identify information reported to the IRS. They are a starting point, not a complete replacement for your records. We also review available employer, bank, business, and expense records to support an accurate return.
Can you help if the IRS prepared a Substitute for Return?
Yes. We review the affected year, IRS assessment, and available records. A taxpayer-prepared return may support an adjustment for the correct income, deductions, or credits, but the result depends on the facts and IRS processing.
Should I file if I cannot pay the tax in full?
Generally, you should still file a required return on time, even if you cannot pay in full. Filing and payment are separate obligations. We can discuss payment options and whether separate IRS representation would be useful.
Is tax preparation separate from IRS representation?
Yes. Preparing a return does not automatically include handling an IRS collection matter. We explain the proposed work and agree on scope and fees before you commit. If representation is needed, we coordinate the next step with you.
Start With Your Filing Situation
Tell us which returns you need and what concerns you. A complimentary 20-minute consultation can help clarify the next step. No pressure to hire—at any stage.
Updated · Brandon Lynch, EA
General educational information. Services, scope, and fees are agreed separately. IRS outcomes depend on the facts and applicable rules; no outcome is guaranteed. Reading this page does not create a client relationship.