The case cannot move without books
I talk to EAs and tax resolution firms who are stuck on unfiled years.
The client has a notice. The representative has a plan. Nobody has a general ledger that ties to the bank. Filing estimates is how you create the next notice.
We rebuild the books. You file. We never contact the IRS, under any circumstance. That split is the whole product. Start at book reconstruction for tax professionals.
What comes back for every unfiled year
Complete general ledger, trial balance, P&L, balance sheet, reconciliations, and a written log behind every categorization. If a return gets examined, the reasoning is already on paper.
Financials can support the numbers behind collection forms when that is in scope. Everything still routes through you or the client's representative.
IRS filing calendars change. Waiting on a hire to reconstruct the file is how another year goes unfiled. AICPA hiring-outlook data keeps showing demand for capacity that the pipeline is not filling.
Monthly white-label is the wrong first product
Tax-only firms that need books for back returns should not buy a monthly delivery seat. Monthly assumes a current close. Unfiled years are reconstruction. I said this in when not to outsource bookkeeping and it matches our FAQ.
If you also want ongoing books after the back years are filed, that is a second engagement. For CPA Firms covers white-label monthly once the history is closed. Catch-up vs monthly is the decision rule.
Pricing for the rebuild starts with a scope call. If the client has an existing QuickBooks file, a $499 read-only diagnostic produces findings with dollar amounts and credits toward the reconstruction.
How I would pick the first file
Bring the worst unfiled year, not the cleanest. A strategy call is fifteen minutes on that file. You walk away with a written scope you can price into your engagement.
Look at sample deliverables for the monthly statement set. A reconstruction includes those reports for each unfiled year.
CPA firms that want production under their brand, including cleanups, still start at For CPA Firms. Tax resolution work stays on the reconstruction path until the returns can be filed.
Schedule a CPA scope call when you have a file in mind.