FileAbroad

General consultation · paid consultation · written scope · PTIN holder in Ecuador

Map Your Expat Filing Situation Before You Spend a Dollar on Preparation

Most expats either over-file or under-file. In a paid consultation, I review your country, income, accounts, and filing history to map exactly what is required — and what is not — before any preparation work begins.

Start an Intake

No cost for the intake review. I review every intake personally and reply within one business day. If FileAbroad can accept the work, we schedule a paid consultation where you receive a written scope, document checklist, and flat quote — all yours to keep even if you do not proceed.

Choose a starting point

A focused path for the facts you already know

PFIC consultation

Foreign Funds and PFICs: The Surprise Tax Bill Most Expats Never See Coming

Foreign mutual funds, ETFs, and pension investments can trigger PFIC rules and Form 8621 — often with harsh tax consequences. If you hold foreign investment products, use this paid consultation path to map the reporting questions before they become a problem.

Open this path

Streamlined consultation

The Penalty-Free Catch-Up Window: Do You Qualify?

The IRS Streamlined program allows some expats to file past returns without certain penalties — but eligibility is strict and the certification is your responsibility. In a paid consultation, I review your facts to see if this path fits and what records you will need.

Open this path

Business abroad consultation

Own a Business Abroad? The Reporting Rules Are a Minefield.

Foreign companies, partnerships, and online businesses can trigger Forms 5471, 8858, 8865, and 8992 — often without the owner realizing it. In a paid consultation, I identify the entity and ownership questions that must be answered before any return can be prepared.

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