Past Year Tax Consultation
return Overview
Sometimes people get overwhelmed and one year passes to the next and they forget to file a tax return or two. Don't panic, we can help. At Mytax.dog, you can book a 30 minute call with us to go over your missed filing or filings and, if you want us to file your back taxes, we will apply our $50 consultation fee toward the services necessary to get you back on track.
Before your scheduled call, do/get as much as you can from these instructions...
1. Know Your Filing Situation
Think about the basics of your tax year:
- Are you filing solo, married, or head of household?
- Do you have dependents or anyone you financially support?
- Did your situation change this year—marriage, divorce, new baby, new job, relocation?
These details help us choose the correct filing status and identify deductions or credits you may qualify for.
2. Employment & Income Sources
List all sources of income you received, even if you don’t have the forms yet:
- W-2 income (jobs or seasonal work)
- Independent contractor income (Uber, Doordash, freelance work, consulting)
- Side gigs or cash work
- Social Security, disability, unemployment
- Rental property income
- Investment or crypto income (even small amounts)
- Business income (LLC, sole prop, Schedule C)
- Foreign income or accounts
You don’t need the actual documents in hand—just knowing the types of income helps us determine which forms you’ll likely need.
3. Expense & Deduction Categories
Think through the major categories where you spent money that could reduce your tax bill:
- Mortgage interest, property taxes, HOA
- Medical or insurance premiums
- Childcare expenses
- Education or tuition
- Charitable donations
- Work-related expenses (tools, uniforms, mileage)
- Business expenses (software, supplies, contractors, equipment)
- Retirement contributions (IRA, Roth, 401k)
- HSA contributions
- Energy-efficient home upgrades
Even a rough estimate gives your expert enough to advise on potential deductions and credits.
4. Previous Tax Filings
If you’ve filed before, it helps to know:
- Who prepared your return? (self-filed, CPA, other service)
- Any issues last year?
- Refund or amount owed?
- Whether you need to file previous years or amendments
If you are behind on taxes, don’t stress—just let us know which years are missing so we can help you catch up without judgment.
5. Documents to Gather (If Available)
You don’t need every document before the call, but if you have any of these available, keep them nearby:
- Last year’s tax return
- W-2s or pay stubs
- 1099s (NEC, K, R, INT, DIV, B)
- Brokerage statements
- Crypto transaction summaries
- 1098 mortgage statement
- Business P&L (even rough)
- Bank statements for cash income
- Childcare receipts
- Health insurance forms (1095-A if Marketplace)
6. Goals & Questions
Write down anything you want to ask—we want to cover everything important to you:
- How to lower taxes this year
- Whether you should change your business structure
- Estimated tax payment strategies
- What documents you need to submit
- How your refund or balance due will change based on income
7. Tech Setup
You’ll receive a link to join the call. Make sure:
- Your phone is charged
- You’re in a quiet place
- You can quickly access your email if we need to send files
Next Step
If you choose to have our tax dogs handle your past filings, here’s how we get your taxes done and save you valuable time:
• Pay for the balance of the package that fits with your situation
• Download client link
• Upload your tax documents
• Give permission to e-sign
• Done!
Then…
Tax Dogs Get Busy
We take your documents, input your information into the corresponding federal tax forms and schedules, analyze the results and apply our knowledge of taxation to formulate the best personal tax strategy for you. If we need further documentation or information we will reach out to you.
Results and Finding
We will then provide our results in a video link that we will send to your email where we will go over your prepared return and detail how much of a refund you will receive or how much you will owe the IRS. Then e-sign your return, and we will email a copy of your return to you and electronically file your federal return.
Final Steps and E-filing
We will then provide our results in a video link that we will send to your email where we will go over your prepared return and detail how much of a refund you will receive or how much you will owe the IRS. Then e-sign your return, and we will email a copy of your return to you and electronically file your federal return.
