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The 2024 tax organizers dropped in today's forms update.

You said yourself that you are working with incomplete information. That leads me to believe that the bank statements are not the only source documents (I could be wrong, just my hunch). I would hesitate to amend returns that I am not sure I have all the data and documentation for. How would you defend it if the IRS decided to audit the returns? What I would do, if you want to keep the client, is ask the client to give you a letter indicating that I can rely on the work of the prior accountant. Get the prior year financials and returns, make your prior year financials look like the reported financials and returns and move forward with your work in the current and future years. I hate these situations, but I caution you about making it worse unless you are absolutely certain you have all the source documents to make any changes. Tom Longview, TX