qbteachmt
Level 15

"and I don't want to pay anyone to do a bit of math. He was Sole Prop until May of this year when we incorporated."

As has been pointed out, the formation of an S Corp really needs to be examined for why this was done now. You already describe that operations were on the edge of surviving; you realize S corp requires Payroll? Of all the times to stay a SP, this would be the era.

And the other point being made, just to clarify, if you really are catching up all the way back to 2015 tax year, is how the tax rules have changed what is probably the most dramatically in 30 years. From the major tax code overhaul in 1986, things were relatively stable. From the financial crisis years of 2008-2012, things got a bit crazier. For the years you are working on, there were a lot of "Extenders" and late retro-active provisions (which I suppose makes that easier to work on now, 5 years later, come to think of it). For instance, right now there is a Carry Back that can result in amending from 2018-forward. Knowing all those details and what applies to your scenarios, is what makes the difference between being in compliance, or over-under-paying. Right now, then, you don't want to pay someone else to "do the math", but you need all the different years of program and you need to specifically research for Each Tax Year, for what applies as of now, to that historic year.

Whew. Good luck.

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