Services
Tax guide
WhatsApp
Services
Tax Guide
Articles
All articles

How our process works

Free consultation

Scheduled

Start with a consultation to review your situation and understand the next steps toward resolving non-compliance.

Create your account

Set up your secure client account to access your document portal, assigned CPA, and guided next steps.

Eligibility assessment

Our tax specialists assess your situation to determine the correct streamlined filing path before preparation begins.

Secure document upload

Upload your records through our secure client portal. We guide you through what's required.

Complete streamlined preparation

Your CPA specialized in Streamlined Procedure prepares your required tax returns, FBARs, and non-willful certification (if added) as one coordinated submission.

Second-level CPA review

Our CPA streamlined filing process follows a structured preparation and review system to ensure accuracy and full alignment before submission.

Submission

After your approval, your streamlined package is submitted and we remain available for any necessary follow-up and streamlined filing assistance.