Client Bill of Rights
Americans abroad who fall behind on U.S. taxes deserve straight answers, not scare tactics. These are the promises we make to every client, in writing.
Real help, not a sales pitch
You'll work with our tax team, not a salesperson or a call center.
The full price, in writing, first
You'll get one flat fee in a written engagement letter before any paid work begins. No surprise invoices, ever.
Honest answers, even the hard ones
We'll tell you which options you really qualify for. We never tell you that you qualify for Streamlined, or promise any result, before reviewing your facts.
Your money never goes to the IRS through us
Any tax or interest you owe goes directly to the IRS. You'll always be able to see where your money goes.
Regular updates, in your time zone
You'll know what's happening, what's next, and what we need from you, by email, without having to chase us.
Your information, protected
Your documents are encrypted, seen only by the team on your case, and never sold. Read our Privacy Policy.
The right to cancel
You can end our engagement at any time. Your engagement letter explains how fees work if you do.
Zero judgment
Never filed, missed FBARs, just found out you're American. We've seen it all, and you'll be treated with respect.
The truth about willfulness
If your situation isn't a fit for the non-willful Streamlined procedures, we'll tell you plainly, and explain the safer path. We'll never help sign a certification that isn't true.
A clear answer when we can't help
If we're not the right fit for your case, we'll tell you, and point you in a better direction when we can.
Your rights with the IRS
The IRS has its own Taxpayer Bill of Rights. Every taxpayer has these ten rights:
- The right to be informed
- The right to quality service
- The right to pay no more than the correct amount of tax
- The right to challenge the IRS's position and be heard
- The right to appeal an IRS decision in an independent forum
- The right to finality
- The right to privacy
- The right to confidentiality
- The right to retain representation
- The right to a fair and just tax system
Ready to talk? You're in good hands.
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