US Expat Tax Filing Assistance

I need a qualified U.S. tax professional to take full charge of my client's individual returns as a U.S. citizen residing in Canada. They have no U.S-source income; all of their earnings come from Canadian employment. Your job is to prepare and e-file everything required, confirm whether they qualify for the Streamlined Foreign Offshore Procedures, and make sure each document is filed accurately and on time.

Key items you will handle include Form 1040, all associated schedules, FBAR reporting for my Canadian accounts, and Form 8621 if it proves necessary. Because the SFOP rules can be nuanced, I’m counting on you to walk me through the eligibility checklist, calculate any potential penalties, and outline the best filing strategy before submission.

Deliverables
• Completed and e-filed Form 1040 with supporting schedules
• FBAR filed through FinCEN for all qualifying accounts
• Form 8621 (and any related statements) prepared and filed if applicable
• Written confirmation on SFOP eligibility with a brief memo summarizing findings and next steps

Acceptance criteria
• All forms submitted before the IRS and FinCEN deadlines with acknowledgment receipts
• Zero discrepancies between Canadian T-slips and figures transferred to U.S. returns
• Clear, concise explanation of any tax due or refund position

Let me know your timeline for a first draft and any additional information you’ll require.