FileAbroad

FBAR catch-up consultation

Missed FBAR Filings? Map the Right Catch-Up Path Before You File.

If the aggregate value of your foreign financial accounts exceeded $10,000 at any time during a calendar year, you may have had an FBAR filing requirement. If prior FBARs were missed, the appropriate way to correct the issue depends on your filing history, account facts, tax-return compliance, and why the filings were missed. In a paid consultation, I review those facts and map the appropriate next-step compliance path.

Start My FBAR Intake

The preliminary intake is free. Do not send sensitive tax documents through the public intake form.

30 minutes · Directly with Chip

The consultation

What we'll review

The consultation focuses on the facts that determine what needs further attention.

Filing and FBAR history

Which years have filed FBARs, which may be missing or incomplete, and whether the corresponding U.S. federal income tax returns were filed.

Foreign accounts

The types of foreign financial accounts involved, ownership or signature authority, countries, and approximate maximum balances for the relevant years.

Income reported on your returns

Whether interest, dividends, or other income associated with the foreign accounts was properly reported on the corresponding U.S. tax returns.

Why the filings were missed

When you first became aware of the FBAR requirement and the facts and circumstances surrounding the missed or incomplete filings.

Possible catch-up paths

Whether the facts point toward delinquent FBAR filing, a broader Streamlined analysis, or another compliance path that requires further review.

After the call

What you leave with

By the end of the consultation, you should understand the issues that need attention and the next practical step.

  • The filing years or issues that need further review.
  • The records or information needed before preparation can begin.
  • Whether the work appears to fit FileAbroad's preparation scope.
  • If FileAbroad can accept the work, the preparation scope and price are confirmed before preparation begins.

You are not required to hire FileAbroad for preparation after the consultation.

Scope

What the consultation does not include

The consultation is a review and scoping session. It does not include preparation or filing of a tax return, FBAR, information return, amended return, or Streamlined submission.

It also does not create an open-ended support engagement. Additional research, document review, preparation, or follow-up work is included only when it is specifically agreed or purchased.

FileAbroad does not provide legal advice or tax litigation services.

The process

How it works

  1. 1

    Start the intake.

    Tell me the broad facts of your situation without uploading sensitive tax documents through the public form.

  2. 2

    I review the inquiry.

    I personally review the intake to determine whether a FileAbroad consultation appears appropriate.

  3. 3

    Book the consultation.

    If the situation fits, you'll receive the next step for scheduling the 30-minute paid consultation.

  4. 4

    We review the situation together.

    We use the call to identify the relevant filing questions, missing information, and practical next step.

  5. 5

    Preparation is separate.

    If FileAbroad can accept preparation work, the scope and price are confirmed before that work begins.

Before you book

Questions we'll use to map your FBAR situation

Which years may have missing or incomplete FBARs?
Which foreign financial accounts did you hold, and what was the approximate maximum aggregate balance for each year?
When did you first become aware of the FBAR requirement, and what circumstances led to the filings being missed?
Were your U.S. federal income tax returns filed for those same years?
Were income and earnings from the foreign accounts properly reported on those returns?
What should I send before the consultation?

Start with the public intake and describe the broad facts of your situation. Do not send Social Security numbers, tax returns, bank statements, or other sensitive tax documents through the public intake form. If documents are needed later, I will provide secure upload instructions.

Will you tell me exactly what I need to file?

The consultation is designed to identify the filing issues that need attention and the information required to determine the next step. Some questions can be resolved during the call; others may require records, additional research, or preparation work outside the consultation.

Do I have to hire FileAbroad afterward?

No. The consultation stands on its own. If FileAbroad can accept preparation work, you can decide whether to proceed after the scope and price are confirmed.

Can you review documents during the consultation?

Limited document review may be possible when agreed in advance, but the consultation is not a substitute for a full document review or tax-preparation engagement.

Start here

Tell me what's going on.

You don't need to know which form, filing procedure, or service you need. Start with the broad facts, and I'll review whether a FileAbroad consultation is the appropriate next step.

Start My FBAR Intake

Prefer email? info@fileabroad.com

Do not send sensitive tax documents through the public intake form or ordinary email.