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 button at the top right of the website menu.
Step 2: fill out your Tax Organizer
Inside your portal, you’ll find a “Tax Organizer” in your dossier. This is a form you need to complete 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.
Step 3: review and approve
We’ll provide you with a draft version of your tax return amd our invoice. Once you’re satisfied with the draft, you’ll pay the invoice for our services, after which we provide you with the final documents to send to the IRS. Or, if your situation allows, we’ll have your US Return filed electronically.
Step 4: submitting your US Tax Return
You’ll receive the final documents and if possible in your situation, the tax return is submitted electronically by the US Tax accountant. If it must be paper-filed we’ll provide you with a clear instruction how to send them to the IRS.
Special note for those who renounced US citizenship
If you’ve already renounced your US citizenship, please inform us as soon as possible and send us a copy of your CLN (Certificate of Loss of Nationality). We’ll give you a special Tax Organizer to help with your final tax return, including Form 8854.
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.
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.
We handle a large number of tax returns and requests for information from US Persons regarding voluntary disclosures. To keep our services competitive, we follow a standard approach commonly used in American tax return practices. If you have any questions, feel free to reach out, and we'll be glad to assist.
If you want your 2023 tax return to be filed on time, make sure all your information is uploaded before May 1st, 2024. We'll do our best to meet the deadline of June 15th, 2024. If you can't make that deadline, inform us so we can request an extension from the IRS until October 15th, 2024.
The Streamlined Procedure is only for past tax years, and the 2022 IRS tax year doesn't expire until June 15, 2023. This means you can only file your Streamlined Procedure including 2022 between June 15, 2023, and June 15, 2024. Once your Streamlined Procedure is complete, you are "compliant" and will be required to file an annual tax return, starting with tax year 2023. However, you won't be able to file your 2023 annual return until after your Streamlined Procedure is filed. If you start with your 2023 Tax organizer a.s.a.p, we can request an extension for your regular 2023 annual return until October 15, 2024, with the IRS
1. We receive your deposit for the 2023 annual return before June 7, 2024. 2. Your SSN information is entered under "US Person" in the "My Contact Information" section of your online account with us. 3. Your Streamlined Procedure is filed before June 15, 2024.
If your situation has significantly changed compared to last year, such as starting a business (e.g., BV), selling property, or having a trust fund, let us know. We're happy to discuss a customized quotation with you