Living abroad shouldn't mean living with an IRS problem — or without a plan.
We help Americans overseas catch up on U.S. tax and FBAR filings through the IRS Streamlined procedures, and help globally minded clients build a considered Plan B: second residency, ancestral citizenship, and expatriation planning.
Schedule a Confidential Consultation See Fixed-Fee PricingFix the past. Design the future.
Whether you just discovered years of unfiled U.S. returns or you're deliberately building international optionality, each engagement is scoped, fixed-fee, and handled directly by a CPA.
Expat Tax Compliance Cleanup
Many Americans abroad only learn about their U.S. filing obligations years after moving. If your non-compliance was non-willful, the IRS Streamlined Foreign Offshore Procedures may offer a penalty-mitigated path back into compliance.
- Streamlined Foreign Offshore Procedures — 3 years of amended or delinquent returns, 6 years of FBARs
- Carefully drafted Form 14653 non-willfulness certification — the narrative that carries your submission
- FBAR catch-up and delinquent international information returns (Forms 3520, 5471, 8938)
- Foreign pension, PFIC, and foreign mutual fund cleanup
- Ongoing annual expat compliance once you're current
Plan B Advisory
For clients who want options — a second residency, a second passport, or a full exit — the tax consequences deserve as much rigor as the destination. We model the numbers before you commit.
- Second residency and visa pathway tax analysis — Portugal, Panama, Italy, Mexico, Greece, and beyond
- Ancestral citizenship strategy, including Greek and Italian descent claims
- Expatriation planning: covered-expatriate testing and exit tax modeling
- Estate, trust, and foreign inheritance integration — before assets cross borders
- Plan B Essentials: a fixed-fee starting-point assessment of your options
A phased, fixed-fee path back to full IRS compliance.
Streamlined Foreign Offshore Procedures, delinquent returns, and FBAR catch-up — with a written quote before any work begins.
Consultation & Compliance Diagnostic
A confidential consultation plus a full review of your filing history, foreign accounts, and income sources. Confirms Streamlined eligibility, filing-status strategy, and delivers a fixed-fee roadmap for the phases below.
Streamlined Submission
Three years of delinquent or amended federal returns, six years of FBARs, and your Form 14653 non-willfulness certification — the narrative that anchors your submission.
Current-Year Return
Your current-year federal return, prepared to keep you fully compliant going forward — foreign income exclusions, foreign tax credits, and information reporting included.
Additional Remediation
Spouse filings, foreign entities, trusts, or other items identified in the diagnostic.
How engagement works
- Engagements begin with a $5,000 retainer, applied against fixed phase fees.
- Work outside fixed-fee phases is billed at $325 per hour.
- Every phase is quoted in writing before work begins — no surprises.
Final fees depend on complexity. Foreign mutual funds (PFICs), foreign trusts and gifts (Forms 3520/3520-A), and foreign corporations (Form 5471) involve additional computations and are quoted individually as part of your diagnostic roadmap.
Depth where commodity expat firms stop.
Estate & trust expertise
Foreign inheritances, foreign trusts, and Form 3520 traps are core competencies here, not referrals out. If your cross-border situation touches an estate, you're in the right place.
The narrative matters
A Streamlined submission succeeds or fails on the quality of its non-willfulness certification. We treat Form 14653 as advocacy in writing — specific, documented, and defensible.
Coordinated, not siloed
We work alongside your estate attorney, investment advisor, and immigration counsel — and we refer out legal questions such as visa and green card decisions to qualified attorneys, so every part of your plan is handled by the right professional.
Americans abroad, wherever life took you.
Our clients include retirees and remote business owners in Mexico, members of the Greek diaspora reconnecting with ancestral citizenship, and professionals across Europe, the Middle East, and Australia holding foreign pensions and investments that carry U.S. reporting obligations.
Every engagement begins with a confidential conversation and a written, fixed-fee proposal — you'll know the scope and the cost before we begin.
A structured path, in three steps.
Confidential consultation
We review your facts — years unfiled, accounts abroad, income sources, goals — and tell you plainly which path fits and whether you appear to qualify for the Streamlined procedures.
Fixed-fee proposal
You receive a written engagement with defined phases, deliverables, and fees. No hourly meters, no surprise invoices.
Phased execution
We prepare and file through secure channels, keep you informed at each phase, and close with a clear plan for staying compliant — or for the next step in your Plan B.
Straight answers on sensitive topics.
I haven't filed U.S. taxes in years. Am I going to be penalized?
It depends on your facts. Taxpayers whose failure to file was non-willful may qualify for the IRS Streamlined Foreign Offshore Procedures, which can significantly mitigate penalties — for those living abroad, the offshore penalty is generally waived under current procedures. Eligibility turns on your specific circumstances, which is exactly what we assess in the initial consultation. No outcome can be guaranteed.
What does the Streamlined process actually involve?
Generally: three years of amended or delinquent income tax returns, six years of FBARs, and a signed certification (Form 14653) explaining why your non-compliance was non-willful. The certification narrative is the heart of the submission, and it's where we invest the most care.
What will it cost?
The compliance diagnostic is a flat $995, a typical Streamlined submission starts at $5,600, and the current-year return starts at $1,550 — see the pricing section above. Final fees depend on complexity (PFICs, foreign trusts, and foreign corporations are quoted individually), and every phase is quoted in writing before work begins.
What is "Plan B" advisory, exactly?
It's structured tax planning for international optionality: analyzing the U.S. tax consequences of second residencies, ancestral citizenship claims, foreign property and investments, and — for some clients — eventual expatriation. We model scenarios before you commit, so decisions are made with numbers, not assumptions.
Do you handle the immigration or citizenship applications too?
No — we're a CPA firm, not a law firm. We handle the tax analysis and planning, and we coordinate with (or refer you to) qualified immigration attorneys for visa, residency, and citizenship legal work. That division keeps every part of your plan in expert hands.
I don't live in Oregon. Can you still help me?
Yes. U.S. federal tax and FBAR work isn't limited by where you — or we — sit. We serve clients across Mexico, Greece, Europe, and worldwide, meeting by video and exchanging documents through a secure client portal.
The hardest part is the first conversation. Make it with a CPA.
Tell us where you are and what's keeping you up at night. We'll tell you, plainly, what your path forward looks like.
Schedule a Confidential Consultation