Workshop Unfiled Tax Returns: What You Need to Know
If you have unfiled returns and don't know where to start, here's your opportunity... and its FREE
A lot of people I meet have wanted to get back on track for years but didn't know how to begin. Should you file the current year and pretend the old ones don't exist? Maybe. Should you file them all at once? Or will that tip the IRS off about how back things are? Again - maybe.
Here are some of the topics I am going to cover:
- What to do if you don't have records
When it's appropriate to use estimates, how to rebuild income and deductions, and how to pull information directly from the IRS database. - Why you should never mail multiple returns in one envelope
Many people don't realize the IRS only processes the first return and scans the others as "supporting documents ". Those unprocessed returns can lead straight to levies. I'll show you how to avoid this completely. - Deadlines that matter
How long you have to claim refunds, and how long the IRS can legally collect taxes (the Collection Statue of Limitations). - What to do if the IRS filed returns for you
IRS-Prepared returns almost always inflate your tax debt. I'll explain why they happen, what they mean, and exactly how to correct them. - What happens when people refuse to file
From tax protestors to long-term non-filers, we'll discuss the real consequences - and how to avoid making things worse.
There's a lot the average taxpayer simply doesn't know about unfiled returns. This workshop fills in those gaps so you can move forward with clarity.
Will you ever be able to retire, or will this mess follow you to the grave? These are real questions that keep people up at night. I know it's a big deal, and it steals your peace of mind. That's why I created this workshop - to give you real answers.N
Now, I know what you're probably thinking: "Is this just a sales pitch?"
No. You'll get real answers and serious value. At the very end - after I've delivered everything I promised - I'll spend less than five minutes explaining one service we offer. That's it. No obligation.
After that, it's an open forum. I'll answer your questions until they're answered or we run out of time. Even if you decide not to take me up on the discounted service, the information you'll walk away with is 100% free - and it will help you.
The only reason I cap attendance is so I don't have more questions than time.
What's the catch?
I'm going to give you an honest, value-packed hour that will genuinely help you understand your IRS situation. You'll learn practical steps you can use right away.
At the very end, I'll spend about five minutes sharing one of my most popular services. If it feels like a good fit, you'll get a 60% discount. Thousands have paid full price, so it's a real value.
No pressure, no obligation - and because it's at the end, you can even skip the last five minutes if you want. I'm here to help, and I've spend decades helping people get out from under the weight of IRS problems.
You'll leave with clarity and peace of mind. I will not waste your time.
This workshop is free, packed with value, and designed to help you take back control. Seats are limited to make sure I can answer everyone's questions so don't wait.
Register now and take the first step toward clarity, confidence, and finally sleeping better at night.
I’m Todd Whalen
I’m the founder of Advanced Tax Solutions, CPA, PC, and for more than 30 years I’ve been helping people face and fix tough IRS problems. If you’re dealing with unfiled tax returns, I understand how overwhelming it feels. The IRS is difficult to work with, the financial stress can be crushing, and the uncertainty can take over your life.
Over the course of my career, I’ve helped thousands of clients resolve serious IRS issues. I’m a CPA, an Enrolled Agent, and a Certified Tax Resolution Specialist. I’m also licensed to practice before the United States Tax Court, which means I have the authority to take the IRS to court in collection matters. I’ve worked alongside criminal tax attorneys, testified in jury trials, and seen firsthand how unfiled returns can spiral into devastating consequences.
That’s why I created this workshop. It’s designed to give you clarity about your options and to help you understand the steps you can take—whether your situation is big or small. For some people, professional representation is necessary. For others, the path may be simpler than they think. Either way, knowledge is the first step to regaining control.
You don’t have to stay stuck.
You don’t have to live in fear.
You can take action—and I’ll show you how.
"Todd did a great job. He was insightful and thoughtful in his answers. He gave me peace of mind knowing that I am not alone on my tax journey. His advice for how I can handle my situation was easy and he laid out in a step by step manner. Thanks Todd and crew! "
- Brandon W.
"The guidance offered was truly insightful and valuable from Todd. It provided a clear and helpful perspective on our tax situation. The honesty and accuracy of his advice were particularly appreciated. "
- Terri B.
"Todd Whalen is spectacular in that he was able to give me the details and direction to get my situation under control in a reasonable amount of time with a non-judgmental attitude and atmosphere. He put my mind at ease! Thank you. "
- Norval R.
As Featured In
FREE GUIDE: UNFILED TAXES
Want a free guide to Unfiled Returns: Get Back into the IRS System? Click below and we will email it to you
Free GuideMany people are living with the uncertainties of having unfiled tax returns.
What is going to happen? What will the IRS do? Should I file? Hope much trouble am I in? Will I go to jail? This video talks about how the IRS looks at a person who hasn’t filed a tax return. In the video Todd Whalen will discuss in general how the IRS views different levels of non-filing. The longer the number of unfiled years as well as how much money you owe, all make a difference in how the IRS views you. Todd is a Certified Public Accountant, a Certified Tax Resolution Specialist, is licensed as a federally Enrolled Agent, and is licensed in all districts of the United States Tax Court. He has 35 years of professional experience, and claims that every one of those white whiskers was earned by resolving cases before the IRS. Watch the video to learn more. You can also click the link below for additional information you need to understand if you haven’t filed in a while.
The video above focuses on what level of trouble do you fall into. This video is an overview of what you need to know if you haven't filed taxes in a few years. It's less about the degree of trouble, and more about, in general, what you need to know if you have unfiled returns. This is more informative about what you should know.
The other two videos are summarized versions that give an overview of the IRS policies of unfiled returns. This video is a 40 minute DEEP DIVE into how to get back into the system and what you need to know if you have unfiled returns. This isn't for everyone, but for those who really need to know, Todd gives the complete truth and what to do to get straight. Todd has 35 years of professional experience and has served as an expert for criminal attorneys in cases that have taken a criminal turn with the IRS. He has served in cases where the IRS arrested non-filers at gunpoint. In this video Todd talks about what his clients went through when they showed up with guns and badges. Non-filing is a big deal to the IRS.
Transcripts
A lot of things can happen if you don’t file. One of those things is that the IRS can file returns FOR YOU! These are referred to as SFRs (Substitute for Returns). In this return, the IRS creates a worst case scenario. They try to get the tax as high as possible and then send a letter stating that if you don’t like it, now is the time to act. If you don’t get that letter, or don’t file and appeal to that letter, then the balance becomes legally due. MOST of the time, these returns are very wrong, and you owe much more than you should. This is exasperated by the penalties and interest that they take on! In many cases, the person doesn’t know that the IRS is doing this. Sometimes the letter is lost in the mail. Sometimes the mail simply hasn’t been opened. But most of the time it’s because the person moved. f you move, the IRS will not honor a postal change of address. They keep the old address until you either file a new tax return or file a form with the IRS (Form 8822). I’ve yet to see a person file a form 8822 if they haven’t filed tax returns, but it’s possible to let the IRS know where you are hiding if you haven’t filed. lol. So, what happens if you don’t get this notice? The IRS files the return for you, and then commences collections. The collection notices go to the same address that the prior letter did, so most people don’t get that either. They don’t know about this tax or balance due until AFTER the IRS levies their bank account and garnishes their wages. It becomes catastrophic real fast!
But you can know before it’s too late. This information, and a lot more is found in the IRS transcripts. You will be surprised by what you can find out in the transcripts. Click the button below to learn more.
Find out what's on your transcripts
Check out our competitors, this is what the IRS states about them.
This is right off the IRS’s website. Be careful who you choose! The following is copied word for word off the IRS website. It’s an excerpt from the IRS “dirty dozen” list of what the IRS is cracking down on. They are starting to investigate these unscrupulous businesses criminally. Beware!
"Taxpayers need to be cautious with aggressive marketing around the Offer in Compromise program that can mislead taxpayers,” said IRS Commissioner Danny Werfel. “These mills try to pull in steep fees while raising false expectations and exploiting vulnerable individuals with promises that tax debt can magically disappear.”
“The program is legitimate, but it’s not for everyone,” Werfel added. “The IRS wants to help taxpayers who qualify for this program, but there are very specific requirements for people to qualify. A good first step is for taxpayers to take a few minutes and explore our free resources on IRS.gov. They can find out if they might qualify for this program – and at the same time avoid paying someone a hefty fee.”
OIC mills are the focus of the fifth news release in the Dirty Dozen series. Started in 2002, the IRS' annual Dirty Dozen campaign lists 12 scams and schemes that put taxpayers and the tax professional community at risk of losing money, personal information, data and more. While the Dirty Dozen is not a legal document or a formal listing of agency enforcement priorities, the education effort is designed to raise awareness and protect taxpayers and tax pros from common tax scams and schemes.
Beware of Offer in Compromise mills
An OIC is a legitimate IRS program that allows qualifying taxpayers to work with the IRS to settle a tax debt for less than the full amount owed. It is an option for those who may be unable to pay their full tax liability, or if doing so creates a financial hardship. In determining eligibility, the IRS considers the taxpayer’s unique situation. The OIC agreement occurs directly between the taxpayer and the IRS.
Taxpayers, however, should be cautious of OIC mills, which make exaggerated claims through radio and TV ads about settling tax debts inexpensively. In reality, these mills often charge excessive fees, and taxpayers end up paying for a service they could have obtained directly from the IRS.”
We have a 35-year-old spotless record in helping people solve thier tax problems. Let the buyer beware, most people scammed by these companies don’t get a refund!”
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