How FileAbroad Works
A defined process from first review through filing.
FileAbroad starts by understanding the facts before preparation begins.
I review the initial inquiry, use the consultation to identify the filing issues and scope, collect the required records securely, prepare the accepted work, and give you an opportunity to review the completed return before filing.
- 01
Initial intake
Tell me where you live, which years need attention, how you earn income, and what you're concerned about.
I personally review the inquiry to determine whether a FileAbroad consultation appears to be the appropriate next step.
Do not send sensitive tax documents through the public intake form.
- 02
Consultation and scope
During the paid consultation, we review the facts that determine what needs attention and whether the work fits FileAbroad.
If I can accept the preparation work, the forms, years, records, scope, and price are confirmed before preparation begins.
The consultation is separate from the preparation engagement.
- 03
Secure document collection
After the preparation engagement is accepted, I provide a checklist of the records needed for the agreed scope and instructions for secure document upload.
If something is missing or unclear, I identify the issue before relying on assumptions.
Sensitive tax documents should not be sent through the public intake form, WhatsApp, or ordinary email.
- 04
Preparation
I prepare the return and other accepted filings within the written engagement scope using the information and records provided.
If the documents raise an issue that materially changes the expected work, I address the scope with you before performing additional work.
- 05
You review the work
Before filing, you receive the completed return for review and have an opportunity to ask questions or identify information that needs correction.
Nothing is submitted until you approve the filing.
- 06
Filing and records
After approval, I electronically submit the federal return when electronic filing is available for the accepted engagement.
If an FBAR is included in the scope, it is filed separately through the applicable FinCEN process.
I provide the available filing or acceptance confirmation and copies of the completed work for your records.
Communication
Keep the case in one place.
Substantive case communication is handled by email so the questions, answers, and decisions remain attached to the engagement record.
Sensitive tax documents are handled through the secure document-upload process rather than ordinary email or messaging applications.
If a call is needed beyond the initial consultation, we can arrange one when appropriate to the engagement.
Timing
Timing depends on the return.
Preparation time depends on the filing years involved, the agreed scope, whether the requested records are complete, and whether additional questions arise during preparation.
If you have a known filing deadline or another time-sensitive issue, tell me during the intake so timing can be considered before the engagement is accepted.
No turnaround time is guaranteed unless it is specifically included in the written engagement terms.
Common questions
Questions about the process
How do we communicate after the engagement begins?
Substantive case communication is handled by email so the engagement record stays together. Sensitive tax documents should be sent only through the secure upload process I provide.
How do I send tax documents?
After the preparation engagement is accepted, I provide secure upload instructions and a checklist based on the agreed scope. Do not send Social Security numbers, tax returns, bank statements, passports, or other sensitive tax documents through the public intake form, WhatsApp, or ordinary email.
What if I'm missing a document?
Tell me. I will identify whether the missing information is required for the accepted work and what needs to happen before preparation can continue. Do not guess or create substitute information unless we have determined that it is appropriate.
What if the work turns out to be more complicated than expected?
If information discovered during preparation materially changes the work required, I will address the scope with you before performing additional work outside the accepted engagement.
What if I remember something after the return has been filed?
Contact me and explain what changed or was omitted. I will review the issue and determine whether additional work, such as an amended return, should be considered. Work outside the original engagement is scoped separately.
Start here
Tell me what you're dealing with.
You don't need to know which forms or filing path apply before contacting me. Start with the broad facts, and I'll review whether a FileAbroad consultation is the appropriate next step.
Tell Me About My SituationPrefer email? info@fileabroad.com
Do not send sensitive tax documents through the public intake form or ordinary email.