All case studies
IRS & Financial ConsultingQueens, NY· Restaurant owner
Queens Restaurant Owner — 5 Years Back Filed in 60 Days
5
Years filed
60
Days to last return
$2,300
Monthly interest saved
The challenge
Restaurant owner needed five years of returns filed to qualify for SBA refinancing. CPA had ghosted him 18 months earlier.
Our approach
- Reconstructed POS revenue and vendor expenses from bank statements.
- Prepared Form 1120-S for the S-corp and personal 1040s.
- Filed all returns; resolved minor IRS notice on year 3.
- Provided lender-ready transcripts and Form 4506-C package.
The outcome
SBA refinance closed 7 weeks after final return filed. Saved client $2,300/mo in interest.
Related services