FILEABROAD SERVICE AGREEMENT
This agreement is between FileAbroad (a division of Iterative Systems LLC) and the client named above.
Scope. FileAbroad provides US expat tax preparation and document-support services for the consultation (non-client). This does not include legal representation, audit defense, legal opinions, willfulness analysis, treaty positions, or state and international forms outside the included scope.
No guarantee.FileAbroad cannot and does not guarantee any specific tax outcome. Final filings are the client's responsibility; FileAbroad prepares them based on the documents you provide.
Client responsibilities. The client is responsible for providing complete and accurate information (1099s, W-2s, K-1s, foreign account statements, prior returns), responding to follow-up questions promptly, and reviewing the draft return before filing.
Payments. The $225 fee is non-refundable once preparation has begun. State filings, FBAR-only amendments, prior-year amendments, and additional state returns are quoted separately.
Consultation fee. The consultation is a separate service and is not credited toward a later filing or annual plan. Calls are not recorded or AI-transcribed by default. Any consent request will be made separately at booking or at the start of the call.
Documents. Do not email or send sensitive tax documents through WhatsApp. FileAbroad will provide secure Encyro upload instructions when documents are needed.
Liability limitation.FileAbroad's liability is limited to the amount paid for services. FileAbroad is not liable for penalties or interest arising from inaccurate or late client information.
By checking the box below and submitting this form, the client agrees to these terms.