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Catch-up filing scope and preparation

A careful route back into U.S. filing compliance.

Streamlined submissions are fact-sensitive. The process begins with a focused scope call—not a promise—then moves to a written preparation plan when the case can be accepted.

Scope before payment: FileAbroad prepares accepted filings but does not provide legal opinions, determine willfulness, defend penalties, or represent taxpayers before the IRS. Cases needing those services are referred to an appropriate professional.

Clear deliverables

What an accepted preparation can cover

Your written scope controls. If a form or legal issue falls outside it, you will know before preparation begins.

01

Required return periods

Preparation of the accepted federal income-tax returns and schedules for the years required by the current procedure.

02

Required FBAR periods

Preparation of accepted delinquent FBARs from the account records and maximum values you provide.

03

Form 14653 support

Organization of the factual information you provide for your review and signature; you remain responsible for the certification.

04

Coordinated submission package

A records checklist, calculations, accepted forms, review step, and submission instructions consistent with current IRS guidance.

The process

From intake to a reviewed filing

No sales maze and no silent handoff. You receive the next step in writing.

  1. 1

    Paid scope call

    Review residence, travel, filing history, IRS contact, income, accounts, entities, and the broad facts relevant to professional fit.

  2. 2

    Written scope and quote

    If accepted, you receive the years, forms, exclusions, records checklist, and preparation price.

  3. 3

    Prepare returns and FBARs

    The accepted forms are prepared from the records and facts you provide.

  4. 4

    Review your certification and package

    You review the complete package and sign your own certification before submission.

Fit and limits

Before I accept the work

  • Current Streamlined eligibility requirements must be met in full.
  • Prior IRS contact, examination, criminal investigation, or possible willfulness changes the professional path.
  • Foreign entities, trusts, gifts, funds, or missing information returns require additional screening.
  • Tax and interest may remain due even when specified penalty treatment applies.

Questions before you start

Frequently asked questions

What is the Streamlined Foreign Offshore procedure?

It is an IRS compliance procedure with specific non-residency, filing, certification, submission, tax, and interest requirements. Eligibility and penalty treatment depend on meeting all current requirements.

Does Streamlined guarantee zero penalties?

No page or preparer can guarantee an outcome. The IRS describes specified penalty treatment for eligible taxpayers who fully comply with the procedure; tax and interest may still be due, and ineligible or incomplete submissions may not receive that treatment.

Who decides whether my conduct was non-willful?

You sign the required certification under penalties of perjury based on your facts. I can organize facts and prepare accepted forms, but I do not give a legal opinion on willfulness. Uncertain or higher-risk cases should be reviewed by an experienced tax attorney.

What does the $100 scope call provide?

The call covers broad fit, required years, likely forms, risk flags, records, preparation limits, and the next recommended professional step. If accepted, preparation is quoted separately in writing.

Current IRS Streamlined filing procedures

Know your next step before you pay.

Start the intake or scope call and receive the preparation path in writing.

Book the scope call