FileAbroad

General consultation · consultation-first process

Get a written scope for your U.S. expat tax situation

Start with a focused consultation when your income, accounts, filing history, or move makes the next step difficult to identify.

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Share broad facts first. The accepted scope, documents, and next step are confirmed in writing.

  • Direct preparer

    Discuss accepted filing work directly with the person preparing it.

  • Written scope

    Scope and preparation terms are documented before preparation begins.

  • Secure document transfer

    Secure upload instructions follow acceptance of the written scope.

Choose a starting point

A focused path for the facts you already know

PFIC consultation

Review foreign funds before PFIC reporting becomes a surprise

Use this path if you hold foreign mutual funds, ETFs, unit trusts, insurance products, or pension investments and need to map the Form 8621 questions.

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Streamlined consultation

Map your catch-up filing path before preparing anything

Use this path when you may need Streamlined Foreign Offshore Procedures, prior returns, FBARs, or a careful review of facts that FileAbroad cannot decide for you.

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Business abroad consultation

Scope foreign business and entity reporting before filing

Use this path if you own or operate a foreign company, partnership, online business, or investment vehicle and need to identify the reporting questions first.

Open this path

What to expect

A clear path from questions to scope

  1. 1

    Start the intake

    Choose the general path or the pathway closest to your situation.

  2. 2

    Share the broad facts

    Tell us where you live, what years are involved, what you earn or own, and what feels unclear.

  3. 3

    Review the next step

    The consultation identifies likely forms, records, scope questions, and any boundary that needs another professional.

  4. 4

    Receive the written scope

    If FileAbroad can accept the engagement, the scope and preparation terms are documented before work begins.

  5. 5

    Approve before preparation

    Preparation starts only after you understand and approve the accepted work.

Before you book

Consultation questions

What happens before any preparation work begins?

The consultation identifies the facts, records, years, and questions that control the next step. If FileAbroad can accept the work, you receive the preparation scope in writing before preparation begins.

Should I upload tax documents before the consultation?

No. Use the preliminary intake for broad facts only. Do not send Social Security numbers, account numbers, passports, or tax documents through the public form or unencrypted channels. Secure upload instructions come after an accepted scope.

Can the consultation determine whether I am legally eligible?

No. FileAbroad does not issue legal opinions, determine willfulness, represent taxpayers before the IRS, or guarantee an outcome. Higher-risk questions are identified for an appropriate referral or reviewer.

Consultation first · Written scope

Ready to clarify your filing path?

Start the preliminary intake. Do not send sensitive tax documents through the public form.

Get Started