Streamlined Filing & IRS Compliance

Catch Up on Your U.S. Tax Filing Obligations with Confidence

Many U.S. citizens and Green Card holders living outside the United States are surprised to learn that they are required to file U.S. tax returns and certain international information returns, even if they have lived abroad for many years and owe little or no U.S. tax.

If you've fallen behind on your U.S. tax filings, you're not alone—and in many cases, there are established IRS procedures that may allow you to become compliant.

Our firm helps taxpayers understand their filing obligations, evaluate available compliance options, and prepare the required returns and information forms with confidence.

Have You Fallen Behind on Your U.S. Tax Filings?

You may need assistance if you:

Have not filed U.S. tax returns for several years
Recently discovered that U.S. citizens must file annual tax returns regardless of where they live
Have never filed FBARs or other foreign information returns
Have received a notice from the IRS regarding missing filings
Recently obtained professional advice indicating you have unfiled returns
Wish to become compliant before the IRS contacts you

Many taxpayers discover these obligations years after moving abroad. The important thing is to address the situation appropriately.

Streamlined Filing Compliance Procedures

The IRS offers Streamlined Filing Compliance Procedures for certain taxpayers whose failure to file U.S. tax returns or foreign information returns was non-willful.

If you may qualify, we can assist with:

Evaluating your eligibility
Preparing delinquent U.S. income tax returns
Preparing required international information returns
Preparing FBAR filings
Assisting with the required certification of non-willful conduct
Coordinating your complete Streamlined Filing submission

Every taxpayer's circumstances are unique, and eligibility depends on the specific facts of each case.

Delinquent International Information Returns

In addition to income tax returns, taxpayers may also have missed required information returns, including those relating to foreign financial accounts, corporations, trusts, partnerships, or other foreign assets.

We assist with preparing and filing a wide range of delinquent international information returns as part of an overall compliance strategy.

IRS Compliance Services

Not every taxpayer qualifies for the Streamlined Filing Compliance Procedures.

Depending on your circumstances, we can assist with other IRS compliance matters, including:

Filing overdue U.S. tax returns
Filing delinquent FBARs
Responding to IRS notices
Correcting previously filed tax returns
Resolving international reporting issues
Reviewing prior filings for accuracy
Communicating with the IRS on your behalf

Our goal is to help you understand your available options and move toward full compliance with U.S. tax requirements.

Our Compliance Process

We work closely with every client to develop a practical and organized approach to resolving outstanding tax matters.

Our process generally includes:

Reviewing your personal tax history and filing obligations.
Identifying missing tax returns and information filings.
Evaluating available IRS compliance options.
Preparing all required tax returns and information forms.
Assisting with the submission process and ongoing compliance.

Throughout the process, we explain each step clearly so you understand your obligations and available options.

Tax Planning

Good tax planning is not limited to tax season.

We work with individuals and businesses throughout the year to develop practical strategies that support long-term tax efficiency.

Planning services may include:

Personal tax planning
Corporate tax planning
Compensation planning for business owners
Investment tax considerations
Income splitting opportunities where permitted
Retirement planning
Cross-border tax coordination

Our objective is to help clients make informed financial decisions while remaining fully compliant with Canadian tax legislation.