Prior-Year Tax Review
Reconstruct the filing history and identify missing records before a correction or new filing is considered.
- Division
- Tax Services
- Format
- Partner-delivered
- Partner service
- Leon Taxes LLC
- Updated
- 2026-10-28
Before amending or catching up on filings, the client needs a factual record of what was filed and when. We organize available returns, notices and transcripts, build a filing timeline and flag discrepancies. Leon Taxes LLC reviews the findings and determines whether any tax action is appropriate; Nexus does not decide that question.
The problem it addresses
The owner does not know which years were filed, what was reported or which notices remain open.
Who it is for
Individuals or business owners with gaps in their filing history, old notices or incomplete records.
What the engagement produces
- A filing timeline from available records
- A missing-document and open-notice list
- A professional review session with Leon Taxes LLC
How the work runs
- 01
Scope
Confirm the situation, the decision to be made, responsibilities, fees and what is explicitly out of scope. Third-party costs are identified before work begins.
- 02
Work
Interview the people closest to the work, review the records that exist, build the change and test it against real exceptions rather than a demo.
- 03
Handoff
Document what was built, train the owner, record open items and define whether ongoing support is needed. The business should not depend on Nexus to operate the result.
What it does not do
Stated before the engagement so the scope is honest. Additional requirements are scoped and confirmed in writing.
- Nexus does not provide tax advice, prepare returns or represent clients before tax authorities.
- Review conclusions are made by Leon Taxes LLC based on available records.
- No specific refund, penalty reduction or tax outcome is guaranteed.
- Tax preparation is provided by Leon Taxes LLC, not Nexus Global Group LLC.
- Tax outcomes depend on the facts provided and applicable law; no refund, liability or tax outcome is guaranteed.
- Nexus does not provide tax advice or represent clients before tax authorities.
Related services
Tax · 4 services- 01Individual Tax PreparationLeon Taxes LLCU.S. individual return preparation by Leon Taxes LLC, with Nexus coordinating documents and communication.
- 02Business Tax PreparationLeon Taxes LLCBusiness return preparation by Leon Taxes LLC for the entity types it is engaged to serve.
- 03Tax Document OrganizationLeon Taxes LLCCollect, label and reconcile the documents a tax preparer needs before the return engagement begins.
- 04Small Business ConsultingA focused advisory engagement for owner-led businesses that need a clearer operating and commercial model.
Send the situation, the constraint and what you have already tried. We will confirm whether this scope fits before proposing next steps.