Several years haven't been filed
We review transcripts and filing history to identify which years and returns are required before anything is prepared.
Diagnostic
Tax Compliance Diagnostic & Filing Plan
For messy, multiyear, or entity-related tax situations: find out exactly what needs to be filed before any return is prepared.
A tax compliance diagnostic is a review of your IRS and state records, prior filings, and entity setup that identifies what has to be filed and produces a written plan before tax return preparation begins.
Licensed CPA Former IRS Revenue AgentAll 50 states
Turnaround
Scoped per tax year
Pricing
$2,250–$7,500 per tax year · Final pricing based on scope · Return preparation is separate
What's included
Every engagement covers
IRS and state transcript review
What the tax authorities have on record for you, year by year.
Historical filing review
Which returns were filed, and which were not.
Entity classification and ownership review
How each entity is classified for tax purposes and who owns it.
Tax election review
Elections that are in place, and whether they match how the business operates.
Multistate filing-obligation screening
Which states you may be required to file in.
Prior-year return assessment
A review of returns already filed before the next ones are prepared.
Identification of missing or required filings
A list of the returns and forms that still need to be filed.
Written filing and compliance plan
What needs to be filed, for which years, and in what order.
Preparation pricing for the next phase
A quote for the returns the diagnostic identifies.
Is this you?
You may benefit if…
- You're unsure what needs to be filed
- You have multiple unfiled years
- You changed accountants
- You inherited a complicated entity structure
- You need prior filings reviewed before preparation begins
What you receive
Deliverables
Written filing and compliance plan
List of missing or required filings
Preparation pricing for the next phase
The process
How the engagement runs
01
Consultation
We talk through the situation and confirm a diagnostic is the right first step.
02
Diagnostic
We review transcripts, prior filings, entities, and elections for each tax year in scope.
03
Filing plan
You receive a written filing and compliance plan with pricing for the preparation work.
04
Preparation
Tax return preparation is a separate engagement that begins after the diagnostic.
Typical situations
You're in the right place if…
You took over a business with an unclear structure
We review entity classification, ownership, and elections to identify which returns the entity should be filing.
You switched accountants and aren't sure what was filed
We review prior filings so preparation starts from an accurate picture.
FAQ
Frequently asked questions
Also in scope
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Small Business & Entity Returns
Schedule C, partnerships, and S-Corps handled with deduction strategy baked in.
Next step
Tell us what's on your plate.
Most engagements are scoped and priced within 48–72 hours. Free 30-minute Consultation Call — no obligation.
Replies within 24 hours · Mon–Fri 9–6 ET · or email andy@sidegrowthpartners.com