Streamlined consultation · consultation-first process
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.
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.
What to expect
A clear path from questions to scope
- 1
Start the intake
Choose the general path or the pathway closest to your situation.
- 2
Share the broad facts
Tell us where you live, what years are involved, what you earn or own, and what feels unclear.
- 3
Review the next step
The consultation identifies likely forms, records, scope questions, and any boundary that needs another professional.
- 4
Receive the written scope
If FileAbroad can accept the engagement, the scope and preparation terms are documented before work begins.
- 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.
What should I prepare for a streamlined consultation?
Bring the broad facts behind your streamlined consultation: countries, years, account or entity types, income sources, and what records you already have. The consultation will identify the specific records needed for a written scope.
Consultation first · Written scope
Ready to clarify your filing path?
Start the preliminary intake. Do not send sensitive tax documents through the public form.