Catch Up on Taxes with Streamlined Procedures
Fallen behind on your U.S. tax filings while living abroad? You’re not alone—and more importantly, you’re not out of options. Moreover, at Optimize Tax, we help expats, digital nomads, and globally mobile individuals get back on track using the IRS-approved Catch Up and Streamlined Procedures Returns process.
This program is designed for U.S. citizens and green card holders who have unintentionally failed to meet their U.S. tax and reporting obligations but are now ready to become fully compliant, without facing excessive penalties.
What Is the Streamlined Filing Compliance Program?
The Streamlined Filing Compliance Procedures were created to offer a penalty-free or reduced-penalty path to compliance for taxpayers who weren’t aware of their filing obligations. Whether it’s unfiled tax returns, missed FBARs, or undisclosed foreign assets, the program offers a way to fix it all—legally and efficiently.
Are You Eligible?
You may qualify for this special IRS program if you:
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- Have not filed required U.S. tax returns or FATCA reporting requirements like Form 8938
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- Missed filing FBARs (Foreign Bank Account Reports)
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- Can certify that your failure to file was non-willful
What Optimize Tax Does for You
Navigating the Streamlined Procedures on your own can be overwhelming. Moreover, our expert team simplifies every step—from reviewing your case to preparing your returns with precision.
Full Review of Your Filing History
We assess your current situation to determine eligibility and identify exactly what needs to be filed.
Preparation of Three Years of Tax Returns & Six Years of FBARs
We prepare and file the required documentation to meet streamlined standards—accurate, thorough, and fully IRS-compliant.
Penalty Reduction and Risk Minimization
We take every step to ensure your eligibility is correctly documented so you avoid FBAR penalties and other costly consequences.
FATCA and FBAR Alignment
Our approach includes coordinating your foreign income, bank accounts, and financial assets to ensure accurate FATCA reporting requirements are fulfilled.
What Sets Optimize Tax Apart
Specializing in the U.S. Expat Tax Law
We know the rules, exceptions, and strategic nuances that help expats and global taxpayers stay compliant with confidence.
Seamless, Remote Process
Our encrypted online system allows you to submit documents, review filings, and sign from anywhere in the world.
Human Support, Not Just Software
We walk you through the process so you understand what’s being filed and why—empowering you for the future.
Get Back on Track—Without the Stress
Don’t let years of missed tax filings hang over your head. Whether you just realized your U.S. tax obligations or need help correcting past mistakes, Optimize Tax will help you catch up the right way—with clarity, confidence, and compassion.
Book a confidential consultation with us today!!
FAQs
What are Catch Up and Streamlined Procedures Returns?
These are IRS-approved programs that allow U.S. taxpayers, especially expats, to become compliant after missing prior tax filings. The Streamlined Filing Compliance Procedures require you to file three years of tax returns and six years of FBARs while certifying that your non-compliance was non-willful. It’s a safe, efficient way to catch up without incurring major penalties.
What’s the difference between Streamlined Procedures and traditional filing?
Traditional filing assumes consistent, on-time submissions and does not waive penalties. In contrast, Streamlined Procedures are designed specifically for taxpayers who failed to file due to a lack of awareness. It includes special provisions to reduce or eliminate FBAR penalties and helps meet missed FATCA reporting requirements.
Can I still use the Streamlined Procedures if I owe back taxes?
Yes. Even if you owe taxes from previous years, you can still qualify for the Catch Up and Streamlined Procedures Returns as long as your non-compliance was non-willful. Optimize Tax can help you calculate your tax due, prepare payment options, and submit all necessary forms to avoid further penalties.