Have a Tax Question? Ask a Tax Expert
You may want to contact an individual that is an EA (Enrolled agent) ....
EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS
They know the PROCEDURAL side of taxes better than most of the CPA's I've know over the years AND still work for you (THEY ARE NOT agents or employees of the IRS) They work for AND REPRESENT you
I am not an enrolled agent ... nor do I have have any association, ... but as a CFP practitioner for over 28 years, I've seen more folks like you helped best by EAs than many of the other professionals out there. They specialize in issues such as yours, tax problems issues, etc.
Here's a quote from the EA association's site: "Unlike attorneys and CPAs, who are state licensed and who may or may not choose to specialize in taxes, all enrolled agents specialize in taxation. Registered tax return preparers have passed a minimal competence test on tax forms for individuals, and have only limited representation rights."
See this: http://www.naea.org/taxpayers/what-enrolled-agent
Now, if you want to go it on your own, you DO most certainly have an advantage, in getting to them before they get to you ... You can get past year Turbotax products, and the interview method used by these programs will do an excellent job of letting you know what you need to pull together, as you go through the interview in the software........ https://turbotax.intuit.com/personal-taxes/past-years-products.jsp
And finally, the third option would be to go to a CPA, BUT where EA's practice completely in the tax area, not all CPAs will have experience with past year returns. Be sure that you do a little phone interviewing before you choose
I hope this helps
I still don't see you coming into the chat here, so I'll move us to the "Q&A mode," ... Maybe that will help ( We can still continue a dialoguge there, just not in real-time chat as we can here) .... Please let me know if you have any questions at all
Ahhh there you are... I'll wait
Are you there?
My screen says that you're typing, but after five more minutes I still don't see you ... sometimes switching to the Q&A mode helps ... we can still go back and forth there until you're satisfied.. I'll be there waiting for you
Thank you very much for this information, sometimes it is quite difficult to navigate through the questionable content found on the internet. I had talked to an tax preparer, can't remember if he was a C.P.A. or not, he had a glazed look in his eyes when I mentioned completing prior years tax returns. I am not looking for someone to help me for free, just someone who is best suited to help without scare tactics or unlikely promises. I know the IRS itself offers an assistance service, but I am wary of their ability to assist me quickly and competently. I have already reviewed the naea website listed above and will begin contacting some of those people tomorrow.