Streamlined Foreign Offshore Eligibility Assessment

Streamlined Foreign Offshore Eligibility Assessment
Accounting & Tax Associates – Streamlined Eligibility Assessment

Please complete this assessment before your consultation so we can review whether the Streamlined Foreign Offshore Procedures may apply to your situation.
Name

First NameLast Name
Email
example@example.com
Primary Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Country of Residence
What is your U.S. status?
Which U.S. tax years have not been filed? (Check all that apply)
Have you lived outside the United States for at least 330 full days during one or more of the last three tax years?
Did you know you were required to file U.S. tax returns during the years that were not filed?
Please explain why your U.S. tax returns were not filed.
Example: I was unaware of the filing requirements while living abroad, believed I did not have to file, relied on incorrect advice, experienced personal hardship, or another reason.
Did you have foreign bank accounts located outside the United States during the years that were not filed?
Have you ever filed an FBAR (FinCEN Form 114)?
Income Types (Check all that apply)
Are you currently under IRS examination, audit, or criminal investigation?
Optional Supporting Documents: You may upload documents that may help us evaluate your eligibility, such as prior U.S. tax returns, IRS notices, foreign employment or self-employment income records, foreign bank account statements, W-2s, 1099s, or other relevant tax documents. Providing documents is optional and not required to complete this assessment.

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I understand this assessment is for eligibility screening purposes only and does not constitute tax advice or establish a client relationship.
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Streamlined Foreign Offshore Eligibility Assessment

Accounting & Tax Associates – Streamlined Eligibility Assessment