FIX PAST TAX MISTAKES WITHOUT THE USUAL STRESS
Streamlined Filing Compliance Procedures
The Streamlined Package provides a clear pathway for U.S. expats who unintentionally fell behind on their U.S. tax obligations. We help you catch up and stay compliant under the IRS’s official Streamlined Filing Procedures — with minimized penalties and expert guidance at every step.
What’s Included in the
Streamlined Package
| Form Schedule | Description | Included |
|---|---|---|
| FinCEN Form 114 (FBAR) | Reporting of unlimited foreign bank and financial accounts (separate filing) | 6 years included – unlimited accounts |
| Form 14653 | Certification by U.S. Person Residing Outside of the U.S. (if applicable) | |
| Form 14654 | Certification by U.S. Person Residing in the U.S. (if applicable) | |
| Form 1040 | U.S. Individual Income Tax Return | 3 years included |
| Schedule 1 | Additional Income and Adjustments to Income | |
| Schedule 2 | Additional Taxes | |
| Schedule 3 | Additional Credits and Payments | |
| Schedule A | Itemized Deductions | |
| Schedule B | Interest and Ordinary Dividends | |
| Schedule C | Profit or Loss from Business (self-employment or single-member LLC) | First business included (each additional business at extra cost) |
| Schedule D | Capital Gains and Losses | Unlimited Transactions |
| Form 8949 | Sales and Other Dispositions of Capital Assets | |
| Schedule E | Supplemental Income and Loss (Rentals, Royalties, Partnerships, S-corps, Estates, Trusts, etc.) | Up to 2 rental properties or K-1s included (additional properties/K-1s at extra cost) |
| Form 1116 | Foreign Tax Credit | |
| Form 2441 | Child and Dependent Care Expenses (if applicable) | |
| Form 2555 | Foreign Earned Income Exclusion | |
| Form 5695 | Residential Energy Credits (if applicable) | |
| Form 6251 | Alternative Minimum Tax – Individuals (if applicable) | |
| Form 8582 | Passive Activity Loss Limitations | |
| Schedule 8812 | Credits for Qualifying Children and Other Dependents (if applicable) | |
| Form 8995-A | Qualified Business Income Deduction (if applicable) | |
| Form 8960 | Net Investment Income Tax (if applicable) | |
| Form 8938 | Reporting of unlimited specified foreign financial accounts | Unlimited Accounts |
| Package Assembly & Filing Instructions | Clear instructions provided, including the required IRS address for streamlined submissions | |
Add-ons
| Form Schedule | Description | Included |
|---|---|---|
| Schedule C | Additional Profit or Loss from Business (self-employment or single-member LLC) | $100 |
| Schedule E | Additional properties/K-1s | $100 |
| State Income Tax Return | Extra state income tax return | $150 |
| Form 8621 | Information Return by a Shareholder of a Passive Foreign Investment Company | $75 |
| Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | $200 |
| Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner | $300 |
| Form 5471 | Information Return of U.S. Persons With Respect To Certain Foreign Corporations | $500 |
| Form 8858 | Information Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches | $300 |
| Form 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships | $500 |
| Form 709 | U.S. Gift Tax Return | $300 |
| Form W-7 | Application for IRS Individual Taxpayer Identification Number | $200 |
Why Choose the Streamlined Package?
- Specialized expertise in IRS Streamlined Filings — over 13 years of experience
- Flat-fee pricing starting at $1,950 Includes up to 6 FBARs and 3 years of tax returns
- Penalty protection guidance — we help reduce or avoid IRS penalties where possible
- Bilingual support in English and Spanish for clear communication
Avoid IRS Risks: Resolve These Common Issues
Problem
Many expats didn’t know they were still required to file U.S. taxes while living abroad—and are now worried about penalties or consequences for falling behind.
Worried the process will be overwhelming or unclear.
Solution
We help you catch up under the IRS Streamlined Foreign Offshore Procedures—designed for non-willful taxpayers—allowing you to file 3 years of returns and 6 years of FBARs without penalties.
We break the process down step-by-step, prepare everything for you, and provide clear filing instructions. We’ll also advise if additional forms apply, and quote them transparently if needed.
Problem
Many expats didn’t know they were still required to file U.S. taxes while living abroad—and are now worried about penalties or consequences for falling behind.
Solution
We help you catch up under the IRS Streamlined Foreign Offshore Procedures—designed for non-willful taxpayers—allowing you to file 3 years of returns and 6 years of FBARs without penalties.
Problem
Worried the process will be overwhelming or unclear.
Solution
We break the process down step-by-step, prepare everything for you, and provide clear filing instructions. We’ll also advise if additional forms apply, and quote them transparently if needed.
How We Work?
Sign Up
Join our secure portal and complete a short intake form. We’ll send your engagement letter with clear pricing before we begin.
Share Your Details
Review & File
We’ll prepare and review your return. You approve it, and we e-file with the IRS and/or state as required.
Join our portal and take the first step.
Stay in Control of Your Tax Return
Frequently Asked Questions
What is the Streamlined Package?
This package helps U.S. taxpayers correct past non-compliance with foreign account and income reporting requirements through the IRS Streamlined Filing Compliance Procedures. If your non-compliance was non-willful (due to misunderstanding, oversight, or error), this program provides a way to come into compliance with significantly reduced penalties compared to traditional enforcement.
As part of the Streamlined Filing process, we’ll prepare your amended or original tax returns, FBARs, and non-willfulness certification. We electronically file the FBARs for you, and provide the rest of the documents in a complete, ready-to-mail package — along with clear instructions so you can send it directly to the IRS.
Who is this for?
- Are a U.S. citizen or green card holder
- Have unreported foreign financial accounts or foreign income
- Missed filing required forms such as FBARs, Form 8938, or other international forms such as Form 5471, Form 8621, Form 3520, and/or Form 3520-A, etc.Missed filing required forms such as FBARs, Form 8938, or other international forms such as Form 5471, Form 8621, Form 3520, and/or Form 3520-A, etc.
- Are not currently under IRS audit or criminal investigation
- Can certify your non-compliance was non-willful
- U.S. residents through the Streamlined Domestic Offshore Procedures
- U.S. taxpayers abroad through the Streamlined Foreign Offshore Procedures
What’s included in the package?
We provide complete support with:
- Preparation of 3 years of original or amended tax returns (Form 1040 or Form 1040-X)
- Filing of up to 6 years of delinquent FBARs (FinCEN Form 114)
- Assistance with Form 14653 or 14654 (non-willfulness certification)
- Calculation of the 5% offshore penalty for domestic streamlined filers, if applicable
- Clear mailing instructions or submission assistance
What’s the difference between Domestic and Foreign Streamlined Filing?
Streamlined Domestic (for U.S. residents):
- Subject to a 5% penalty on the highest year-end balance of unreported foreign financial assets
- Requires filing Form 14654
Streamlined Foreign (for U.S. taxpayers abroad):
- No 5% penalty if you meet the IRS non-residency criteria (e.g., outside the U.S. for 330+ days in one year of the last three)
- Requires filing Form 14653
We help determine which program applies to you and ensure all required documents are correctly prepared.
Do I need a Social Security Number (SSN) or ITIN to qualify?
Yes. A valid SSN or ITIN is required to participate in either streamlined program. If you do not have one, we can help you apply for an ITIN as part of our service.
Will this protect me from IRS penalties?
- Form 3520 and 3520-A penalties, which can exceed $10,000 per form, per year
- Accuracy and late-filing penalties
- U.S. residents pay only a 5% miscellaneous offshore penalty
- Non-U.S. residents may qualify for full penalty relief
How do I get started?
Contact us for a free consultation. We’ll confirm your eligibility, explain what’s required, and guide you through the entire process. Once we gather your documents, we handle the rest.
What do I need to include in the narrative statement of facts (Form 14653 or 14654)?
Your statement of facts explains why you failed to report your foreign income or accounts, and it’s a critical part of the streamlined submission. It should include:
- Why you didn’t file or report (e.g., confusion, incorrect advice)
- Personal and financial background
- Where the accounts came from (e.g., inheritance, opened abroad)
- How the accounts were used (e.g., deposits, withdrawals, investments)
- Any tax professionals you relied on, and what they advised
- Separate explanations for each spouse, if filing jointly with different circumstances
We assist you in reviewing and organizing the information required, and we guide you through what to include based on your responses and documents.
We’ll also guide you on what the IRS expects to see in your narrative statement and help you understand what details to include based on your situation. That said, your statement is based entirely on the information you share with us, and it’s your responsibility to make sure everything is accurate and complete. The IRS makes the final decision on whether your submission is accepted.
Where can I read the official IRS guidance on these programs?
You can access the IRS’s official FAQ pages for the Streamlined Filing Compliance Procedures at the links below:
- For U.S. taxpayers residing outside the United States (Streamlined Foreign Offshore):
https://www.irs.gov/individuals/international-taxpayers/streamlined-filing-compliance-procedures-for-us-taxpayers-residing-outside-the-united-states-frequently-asked-questions-and-answers - For U.S. taxpayers residing in the United States (Streamlined Domestic Offshore):
https://www.irs.gov/individuals/international-taxpayers/streamlined-filing-compliance-procedures-for-us-taxpayers-residing-in-the-united-states-frequently-asked-questions-and-answers
These resources provide additional detail directly from the IRS if you’d like to learn more.
Get Back on Track with the IRS
Resolve past tax obligations through the official Streamlined Filing Procedures.
Whether you qualify for the foreign or domestic version, our flat-fee package helps you file overdue tax returns and foreign account disclosures, minimizing penalties and restoring compliance.
