FAQ Streamlined Procedure

What are the next steps after I make the down payment?

Step 1: access your personal portal

After you’ve made your down payment, you’ll receive an email with activation instructions for your personal and secure Americans Overseas online portal. This activation link is valid for 24 hours. Once you create your password, you can log in anytime using the Login button Americans Overseas button at the top right of the website menu.

Step 2: fill out your Tax Organizers

Inside your portal, you’ll find 6 “Tax Organizers” in your dossier. This is a form you need to complete per year and submit to us online. It’s a good idea to do this as soon as possible, as waiting times can get longer during the year. If you can’t submit it within 2 months of making your down payment, please let us know so we can work out a new deadline with you.

After submission we will check the documents for completeness, if something is missing you will get the chance to correct this.

Step 3: Review and approve

The US accountant prepares a draft, which we’ll provide you with, together with our invoice. Once you’re satisfied with the draft, you’ll pay the invoice for our services.

Step 4: Submit your Streamlined Procedure

You’ll receive the final documents, with a clear instruction on how to send them to the IRS.

Contact us for more information

We are here to help you!

Are you unsure about the information to provide, do you need clarification about income tax already paid, or do you have other questions? We are just a message or phone call away.

Frequently asked questions

Understanding the US tax system, the obligations, and all the additional terms can be difficult. Especially if one lives outside of America. Is your question not answered? Contact us.