Start with a consultation to review your situation and understand the next steps toward resolving non-compliance.
Set up your secure client account to access your document portal, assigned CPA, and guided next steps.
Our tax specialists assess your situation to determine the correct streamlined filing path before preparation begins.
Upload your records through our secure client portal. We guide you through what's required.
Your CPA specialized in Streamlined Procedure prepares your required tax returns, FBARs, and non-willful certification (if added) as one coordinated submission.
Our CPA streamlined filing process follows a structured preparation and review system to ensure accuracy and full alignment before submission.
After your approval, your streamlined package is submitted and we remain available for any necessary follow-up and streamlined filing assistance.