Private Clients

Late filing.

Plenty of Americans abroad discover their U.S. filing obligation years after it began. It is a common position, and a workable one. We help you understand where you stand and put the paperwork in order.

Catching up, without the guesswork

Most people who come to us about late filing are not avoiding anything. They moved, life took over, and nobody told them a U.S. return was still expected. The first conversation is about establishing the facts, not about apportioning blame for them.

The hardest part is usually not the filing. It is not knowing where you stand.

We work through what has and has not been filed, what records exist, and what can be reconstructed. Once that picture is complete, we set out the options available to you and what each would involve, so the decision about how to proceed is yours to make with the full position in front of you.

From there it is ordinary work: returns prepared, reviewed and filed, and a plan for keeping current afterwards so the same gap does not open again.

How we work

Three steps back to current filing

Review

Establishing where you stand

We go through your circumstances and whatever records you have, and set out the U.S. filing position as it actually is. Nothing is prepared until that is clear.

Preparation

Putting the returns together

We prepare the returns and reports your position calls for, ask for documents once rather than piecemeal, and keep you posted on where each piece has got to.

Going forward

Staying current from here

Once you are up to date, we agree how the following years will be handled, so filing becomes a routine appointment rather than something to worry about.