Choose the years
Explicitly select three return years and six FBAR years. The coordinator does not choose them or determine whether the Streamlined procedure fits your facts.
Streamlined · preparation coordinationYears behind on US taxes abroad?
Years behind on US taxes abroad?
Coordinate the years before you file.
Select three return-year workspaces, six years of FBAR account data, and keep your factual Form 14653 preparation notes together. You certify non-willfulness, sign, and file with the instructions provided.
Preparation only · No eligibility decision · No IRS or FinCEN submission
How it works
Build a preparation map in three steps.
Prepare each year
Open the existing annual flows for return data and foreign accounts. The coordinator reports preparation progress without calling any item filed or accepted.
Review the preparation set
Review each annual workspace and your factual Form 14653 notes. Eligibility decisions, signatures, and submissions remain outside this workspace.
Prefer it done with you?
Three fixed Streamlined scopes.
The free diagnostic maps your situation to one of three scopes, opens your case file, and produces a personalized quote. Eligibility for the procedure follows from your full facts and is confirmed in the scope check before any engagement.
Streamlined Essential
$1,590
Behind on filings, with wages, pensions or bank accounts — no foreign funds or ETFs.
Get a scoped quoteStreamlined Investor
$2,200
Recommended for foreign ETF / investment holders
Everything in Essential, plus foreign brokerage accounts and fund holdings.
Get a scoped quoteStreamlined Complex
From$2,990
Many PFICs, corporations, trusts, multiple jurisdictions, or unusual treaty issues.
Get a scoped quoteWhat moves a case between the three scopes
Every scope prepares the same three returns and six FBARs. What changes the scope is what else each catch-up year has to include — each line below is a thing that has to be prepared, not a surcharge.
Streamlined Essential
- Wages, a pension or bank accounts — no non-US funds or ETFs
- Three returns with the exclusion or the credit, six FBARs with each account's yearly maximum, and the certification package.
Streamlined Investor
- Non-US funds, ETFs or a foreign brokerage account
- Each holding is screened for PFIC status and, where it applies, gets its own Form 8621 for every catch-up year, with the purchase history rebuilt from statements.
- A personal foreign pension or a wrapper (an ISA, a PEA, a Pillar 3a)
- The plan's legal form decides how it is reported and whether the funds inside it are PFICs — worked once, applied to every year.
- Form 8938 alongside the FBAR
- The same accounts, reported a second time on a second threshold with different rules on what counts.
Streamlined Complex
- More than ten PFICs, or holdings sold during the catch-up years
- A stack of Forms 8621 per year, and a §1291 allocation across every year each sold fund was held.
- A foreign company, partnership, trust, or a large gift or inheritance
- Its own information return, prepared by a specialist alongside the personal returns. The scope is set by hand before a price is named.
- Missing historical records or several jurisdictions
- Figures rebuilt from what exists and marked as reconstructed; income and tax worked per country.
How the work is shared
What stays with you — stated plainly.
Eligibility, from the published gates
The questionnaire reads the published gates against your answers; whether the procedure applies to you follows from your full facts, confirmed in the scope check.
Your certification, your words
Form 14653 notes are facts you write for preparation. The signed certification of non-willfulness is yours: a statement about your own years, in your own words.
You file, one payment per engagement
You file the package with the instructions provided. A quoted Streamlined engagement is paid once for all the years in its written scope; the self-serve annual packages keep their own per-year checkout.
This is general information, not tax or legal advice. The Form 14653 certification is signed under penalty of perjury and willfulness is a legal judgment — get a professional opinion if your facts are near the line.
Preparation tools and education
Review the inputs, then coordinate the years.
Eligibility questionsAn educational self-check only — not an eligibility or willfulness determination.FBAR / 8938 checkReview threshold calculations from the account values you enter.PFIC checkerReview potential PFIC classifications for the holdings you enter.Form 8621 calculatorCalculate a §1291 allocation across the back years you are catching up.
Understand the program first
Streamlined decision guideEligibility context, required years, current program status and the right next step.Streamlined Foreign Offshore — full guideEducational context for the procedure and the preparation set.Haven't filed in years abroad?The map for getting compliant when you're behind.FBAR: who must fileThe $10,000 aggregate threshold and the six-year FBAR catch-up.
Streamlined filing · FAQ
Honest answers before you start.
- Does Atamatax decide whether I qualify for Streamlined?
- No. The educational questionnaire can help you review questions that may matter, but neither it nor this workspace determines eligibility. The workspace only coordinates the years and preparation inputs you select.
- Does the Form 14653 notes area determine non-willfulness?
- No. It stores user-authored factual preparation notes only. It does not reach a legal conclusion, complete a signed certification, or replace professional review of that question.
- What does a preparation status mean?
- A preparation status such as accounts entered or inputs confirmed describes the state of the data in the workspace. You file the package with the instructions provided, and the filing acknowledgement comes from the channel you file through.
- Is a Streamlined engagement one payment or nine?
- One. A quoted Streamlined engagement is one case, one written scope, one fixed quote and one Stripe payment that covers up to three return years and six FBAR years together; paying it unlocks the whole case workflow. Saving a plan in the self-serve coordinator is not a purchase, and the self-serve annual packages keep their own per-year checkout.
- What does the workspace actually track?
- It stores the three return years and six FBAR years you explicitly select, shows preparation-only status from the existing annual data, and stores your factual Form 14653 notes and their drafting status.
Atamatax · Streamlined filing
Choose the years and track preparation. Filing remains outside Atamatax.
Authorities cited
- IRS Streamlined Foreign Offshore Procedures — U.S. Taxpayers Residing Outside the United States — Streamlined Foreign Offshore Procedures
- IRS Form 14653 — About Form 14653 — Certification by U.S. Person Residing Outside of the United States (Streamlined Foreign Offshore)
- IRS Manual §20.1.9.24.2 — IRS Internal Revenue Manual §20.1.9.24.2 — Streamlined procedures remain an offshore compliance option and may be discontinued
- FinCEN Form 114 (FBAR) — Report of Foreign Bank and Financial Accounts (FBAR)
- IRS Form 8621 — About Form 8621 — Information Return by a Shareholder of a PFIC or QEF
Primary sources (Cornell Legal Information Institute for the US Code and CFR; IRS.gov for forms, procedures, and treaty documents). This page is general information, not individualized tax or legal advice.