Logo of Dickmann Tax Group with stylized D and text.

Date 10/6/2025

Time 9:30 AM

Document Purpose

I’m here because I need professional help sorting through several years of unfiled or uncertain tax situations — both personal and business. I’ve reached a point where I can’t manage it on my own. My goal is to get completely organized, understand exactly what I owe, and create a realistic plan to make things right.

I’m not coming in with a massive budget, but I’m committed to doing this the right way — and to building a long-term relationship with a tax professional or firm that can guide me over time. I want to get out of survival mode and move toward financial stability, both for myself and for my two children.

My situation involves multiple layers — unfiled personal returns, overdue corporate filings and fees, business and personal expenses mixed together, debt, and a pending divorce — and I need help untangling it all in a structured and judgment-free way. My hope is to find someone who can help me start fresh, create order from the chaos, and establish healthy financial habits moving forward.

Personal Taxes

  • I have no memory of ever filing or paying my personal income taxes for both W-2 and freelance work.

  • I may have multiple missing or unfiled returns.

  • I have two children I can claim as dependents:

    • Hiro Eden Castle Patterson — born June 23, 2009

    • Akira Ohana Winter Patterson — born January 13, 2021

Business Taxes & Filings

  • I have not paid any taxes for my active corporation.

  • I have not paid the required $800–$900 annual California corporate filing fees for multiple years.

  • I have a second corporation that has never been active and needs to be formally dissolved.

Debt & Cash Flow

  • I’m maxed out on all credit cards and have over $20,000 in personal debt.

  • I pay most personal bills and expenses through my business account, which has blurred financial lines.

Bookkeeping & Records

  • I have a QuickBooks Online account but don’t know how to use it.

  • My bookkeeping is incomplete and needs to be reviewed and reconciled.

Personal Context

  • I’m currently going through a divorce, which will affect my financial situation.

  • I’ve been under severe stress and sleep deprivation from trying to manage this alone.

What I Need Help With

  1. Determining what I owe for personal and business taxes (federal and state).

  2. Filing missing returns for all relevant years.

  3. Creating smart payment plans with the IRS and the State of California.

  4. Closing the inactive corporation properly.

  5. Setting up clean bookkeeping and separating personal vs. business spending.

  6. Getting advice on managing and prioritizing debt payments.

  7. Understanding what needs immediate action vs. what can wait.

Personal Information

Name: Jonathan Patterson

D.O.B: 3-12-1985

Address: 26 Jefferson Irvine CA, 92620

IRS WEBSITE

Employment 2024 W2

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CPA Notes

    1. Go to IRS.GOV and sign up for access to your personal account.  You will be creating an ID.ME account.  Let me know if you have any questions when trying to do this.  Once this account is approved, you can access records.  Click on “View Tax Records” and then “Get Transcripts Online”.  I would recommend printing transcripts for 2022 and 2021, but also go ahead and print them for years prior to see what the IRS has in its records.  You can upload copies of all the transcripts to the Sharefile folder.

    2. Send me your name, wife’s name and kids names as you want them to appear in the tax filings.  I will also need your mailing address, contact phone number, birthdates for everyone, and social security numbers for everyone.  If you want to put this in a document and upload it to sharefile rather than emailing it to me, that would be fine

    3. Upload incorporation documents for your LLC.  Confirm a mailing address for the corporation if it is separate from your home address.

    4. Upload any tax forms you have received for 2021, 2022, and 2023 into the respective sharefile folders.  This would include W-2, 1099, or any other document that is an official tax form.  Also, anything else that you think might be relevant to tax preparation for that year.

    5. Let me know if you rent or own your home.  If you own, I will need form 1098 for mortgage interest paid, as well as the amounts paid for property taxes annually.

    6. I will need amounts of any charitable donations made by year.  This would also include non-cash donations to organizations like Goodwill.  Non-cash amounts should be separated from cash donations.

    7. Provide a profit and loss for your freelance work for each separate year.  This can be in excel, emailed, or whatever format you prefer.  This should include any business income earned, as well as any expenditures incurred for business subtotaled into major categories.  These categories could include (but are not limited to) subcontractors, travel, supplies, equipment, software, telephone, internet, advertising, conferences, education, or anything else that you incurred as part of your business operations.

    8. Look into a tutorial for doing bank reconciliations in Quickbooks.  Reconcile the bank monthly for every month that you have entered into Quickbooks so that you have confidence in the completion of the records.  If you have Quickbooks online, let me know.  There is a way you can send me an invitation to have access to the account.

    9. Follow up with your 2023 subcontractors and request W9 forms from all of them.  Once you have those, provide me with a list of subcontractors that received $600 or more from you in 2023 as well as copies of their W9 forms so that we can prepare the 1099 forms for you.

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