Behind on tax filing?
Start with the facts.
A plain-English playbook for unfiled returns: how to identify the missing years, pull your IRS transcripts, handle notices before deadlines pass, and file correctly before asking about relief.
Download the free playbook
Inside the playbook
Eight sections, in the order the work actually happens — plus a back-filing tracker and document checklist you can print.
The first seven days
A day-by-day first week: stabilize, list the years, check records, pull IRS data, prioritize, prepare, plan.
Identify what is actually missing
Personal, business, payroll, state, and information returns — and what CP59, CP63, CP2566, and CP3219N each signal.
Pull transcripts, build your file
Which transcript shows what, what none of them prove, and how to order them. One folder per tax year.
Handle notices before deadlines pass
Every notice has four parts: tax year, requested action, deadline, and response method. The 90-day letter is not a casual deadline.
File correctly before asking for relief
What a clean filing package contains, e-file versus paper for older years, and why refund years are time-sensitive.
Tracker, options, and mistakes
A year-by-year worksheet, the payment lanes if you owe, the common mistakes, and the signals that mean get help.
A balance due is where the analysis starts
Section 7 covers the lanes and what to organize before you pick one. Each lane has different requirements, and eligibility depends entirely on your facts.
The playbook explains what each lane requires. It does not promise you qualify for any of them — that determination is the IRS's, and it rests on your specific facts and documentation.
The Sunshine Team
Sunshine Tax Relief has served clients worldwide for over 11 years. Our Enrolled Agents are federally licensed to represent taxpayers before the IRS and state taxing authorities in all 50 states.
years in business
states we can represent you in
We also offer future compliance services
Most back-filing problems start as a compliance gap, not a crisis. Sunshine Tax Relief handles the ongoing work too, so the same team that gets you current is the one keeping you current.
Tax Prep & Advice
In addition to current-year federal and state tax preparation for individuals and small businesses, we also offer tax preparation for prior unfiled years. We stay ahead of ever-evolving tax laws.
Bookkeeping Services
Behind on your bookkeeping? We focus on getting your books in order and legally minimizing your tax liability so that you can keep more of your hard-earned money.
Tax Problem Relief
Did the IRS or state tax authority send you a huge tax bill? You may qualify to pay less than what the IRS claims you owe. Tax penalties may also qualify for abatement.
Audit Representation
If the IRS selects you for an audit, we handle the communication, paperwork, and negotiation on your behalf. It is important to be represented by a qualified tax professional.
Payroll Services
When you outsource your payroll responsibilities to us, we work with you throughout the entire payroll process. There is no need to hire an in-house specialist or maintain a payroll system.
Notary Services
Our notary services will authenticate your important legal documents and ensure that they are properly executed, certified, and legally binding. Online notary services are also available.
See the full range of services we provide.
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Playbook 1 is free. More of the series is available now.
Playbook 1 gets you organized. The later guides go deeper into the lane you end up in — all seven are available now.
Penalty Abatements: Beyond the Basics
Playbook #7. Going past first-time abate into the reasonable-cause arguments and documentation.
Available now →Liens, Levies, and Wage Garnishments
Playbook #8. What each collection action restricts, the notices that precede it, and the response windows.
Available now →IRS Notice Response Organizer
Read notices, track deadlines, gather response documents, and decide when to get help.
Available now →Collections Roadmap
What happens after balances are assessed and the bills start arriving.
Available now →Installment Agreements & PPIAs
Compare standard payment arrangements against partial-pay analysis.
Available now →Currently Not Collectible
Hardship-based collection deferral and the documentation it requires.
Available now →Offer in Compromise Reality Check
Why OIC qualification is fact-specific and documentation-heavy.
Available now →