BackYears is an independent referral service. We are not a CPA firm, tax preparer, or law firm, and we are not affiliated with the IRS or any government agency. Tax services are provided by independent licensed professionals.
Catch-up clients who already said yes to hearing from you
BackYears introduces freelancers and 1099 workers with unfiled years to credentialed CPAs, Enrolled Agents and tax attorneys who offer flat-price catch-up filing.
- Pre-qualified catch-up clients who already said yes to being contacted.
- You see a summary first. Contact details are revealed only when you accept.
- You set and publish your own flat price. Clients pay you directly.
- A flat marketing fee: $49 per accepted lead, or $49 a month with 1 lead included. Declined leads are free.
- A monthly cap you set (default 5 accepted leads), so you're never flooded or surprised by the bill.
- No documents or SSNs pass through us. You collect what you need directly.
How it works for partners
- Tell us about your firm below. We check your credential by hand (state board, IRS EA status or bar).
- We agree terms in writing, including the states and years you cover and your monthly capacity.
- New introductions arrive by email and in your partner portal. Accept or decline within the agreed time.
You pay a flat marketing fee of $49 per accepted lead, or $49 a month with 1 accepted lead included and $49 per extra. It's the same whether or not the client hires you, and it's set out in the written partner agreement. See pricing
What does an introduction include?
Before you accept, you see the client's first name and a summary of their answers:
- how many years they haven't filed, and the first missing year if they know it
- kinds of income (1099, W-2, gig apps, business, crypto and so on) and an income range
- whether they have an IRS letter, and the letter code if they gave one
- how organised their records are, how soon they want help, and their state
When you accept, you also get their email, notes and, only if they ticked a separate box, their phone number. They get an email introducing you.
What we don't do
- Send the same client to several firms at once. Each introduction goes to one partner at a time.
- Introduce anyone who hasn't ticked the sharing box. It is never ticked for them.
- Collect SSNs, tax documents or bank details. You gather what you need directly.
- Call or text clients automatically, or give them tax advice.
- Take a share of your fees. Your price is yours, and the client pays you.
takes about a minute, we reply by email