Olmeca Tax Services

Service 10 · Tax Investigations

Tax Investigations and IRS Records Review in Los Angeles & Orange County

A tax investigation with Olmeca is a close look at your own IRS records. We review your transcripts, unfiled years and balances owed, then build a plan to get you compliant. It's a review and a plan, not IRS representation.

The problem

Many people don't know where they stand with the IRS: which years were filed, which weren't, what income was reported under their name, or what they owe. Old notices get lost, and guessing makes it harder to fix.

Without a clear picture, it's easy to file the wrong year first, miss income the IRS already has on record, or let balances keep growing with penalties and interest.

Who this is for

  • Anyone unsure which years they've filed
  • People who stopped filing for a year or more
  • Anyone with an IRS balance they don't fully understand
  • Self-employed and gig workers paid on 1099s
  • Anyone getting ready to catch up who wants a clear starting point

How we help

With your permission, we pull your IRS transcripts and review what's on file: income reported under your name, which years were filed, which are missing, and any balances owed. Then we walk you through what we found in plain language.

From there we build a written plan to get you compliant: which returns to prepare, in what order, and which records you'll need. We can prepare and file those returns for you. Olmeca doesn't represent clients before the IRS — audit referrals go to licensed professionals.

What the process looks like

  1. 01

    Authorize the review

    You give us permission to pull your IRS records.

  2. 02

    Review transcripts

    Income on file, filed and unfiled years, balances owed.

  3. 03

    Explain the findings

    Where you stand, in plain language.

  4. 04

    Build your plan

    The returns to file, in order, to get compliant.

Frequently asked questions

What is an IRS transcript?

A summary of what the IRS has on file for you, such as income reported by employers and banks, and the filing and payment history for each year.

Can you file the missing years?

Yes. Once the plan is set, we can prepare and file any missing returns.

Do you represent me if I'm audited?

No. Olmeca doesn't represent clients before the IRS. We offer audit referrals to licensed professionals, such as an enrolled agent, CPA or tax attorney.

What records should I keep?

Keep records that support the income, deductions and credits on your return — receipts, bank statements, mileage logs and forms — generally for at least three years after filing.

Ready to make tax season easier?

Choose a firm that knows your name, not just your tax return. Tell Olmeca what you need and we'll come back with a straight answer on price and timing.

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