Several quiet years can feel like something without edges. They're actually a pile you can count, and the bottom of that pile is where the work starts.
Pull the wage and income transcripts before rebuilding anything from memory, because they tell you what was already reported under your name and they stop you inventing a year that the IRS has a different version of.
Then the stack gets put in order, oldest at the bottom, and the years get prepared from there. Working the newest year first feels better and usually costs more, because the older years carry the figures the newer ones depend on.
Where nothing was filed, a return may have been prepared for you, and it tends to be built without the deductions and without the cost basis that would have been yours. That's not malice, it's simply what can be done from the information that was reported.
Which is why counting the stack and filing it properly often changes the number, and why guessing at a total before the years are in order is a way to frighten yourself for no reason.
Source. Get the wage and income transcript before rebuilding a year. The reader orders it. This desk does not log in as the reader. Read 29 September 2026 at https://www.irs.gov/individuals/get-transcript
Source. A substitute can omit deductions, a deficiency notice can follow, a refund claim is generally three years from the return due date, and a lender may ask for filed returns. Read 29 September 2026 at https://www.irs.gov/businesses/small-businesses-self-employed/filing-past-due-tax-returns
Source. Texas franchise tax reports are filed with the Comptroller. Read 29 September 2026 at https://comptroller.texas.gov/taxes/franchise/
Preparing the years is the visible job. Making sure there isn't a new one at the top next spring is the quieter one. A Tax CFO is the controller and CFO seat for an owner-run business with the tax work inside it, so the books, the return and the plan come from one desk and the October number is decided before the year ends.
Breadth is the old years and the current one handled by the same person, so the clean-up and the year you're living in don't pull against each other. Height is the read that tells you what this year will owe while there's still time to set money aside for it.
The number of years, roughly, and whether anything has arrived in the post about them. That's enough to start. Nobody is going to give you a total before the transcripts are in, because a total invented at this stage is just a number that worries you.
Putting the years into one stack and preparing them is the work this address does. Answering a levy, a lien or a deficiency notice on your behalf is representative work that belongs with a firm that does it, and bargaining a balance down is not something that happens here. No CPA license sits at this desk, so signed reports on statements go elsewhere too. All of that is spelled out at more length on the disclosures page.
You can order a transcript from any city. The person who puts the years in order is in Dallas, and this page claims no office in yours.
You will be talking to the Steven Palmieri practice.