IRS Streamlined Procedure

Get Compliant - Reduce Risk
Move Forward with Confidence

SDG Accountant helps Americans living in Canada resolve past U.S. tax filing issues through the IRS Streamlined Filing Compliance Procedures.

Professional Guidance. Practical Solutions. Peace of Mind.

IRS Streamlined Procedure

What Is the IRS Streamlined Procedure?

The IRS Streamlined Filing Compliance Procedures are special IRS programs designed for eligible taxpayers who failed to meet their U.S. tax obligations due to non-willful conduct.

If you are a U.S. citizen, green card holder, or other U.S. person living in Canada and have unfiled tax returns, unreported foreign accounts, or missing FBAR filings, the IRS Streamlined Program may allow you to correct past errors and become compliant while reducing certain penalties if you qualify.

IRS Streamlined Procedure

Benefits of IRS Streamlined Procedure

01

Reduce Penalties

Avoid certain penalties for failure to file, failure to pay, and foreign account reporting non-compliance.

02

Clean Up Past Years

File delinquent or amended tax returns and required international information returns.

03

Move Forward with Confidence

Become compliant and maintain proper U.S. tax filing practices in the future.

04

Protect Your Financial Future

Reduce the risk of IRS inquiries, audits, and potential enforcement actions.

Types of IRS Streamlined Procedures

The IRS offers two main categories, and choosing the right program is essential.

Streamlined Foreign Offshore Procedures

Designed for qualifying taxpayers living outside the United States.
  • Available for eligible U.S. taxpayers residing abroad
  • Generally requires three years of U.S. tax returns
  • Generally requires six years of FBAR filings
  • Requires non-willfulness certification
  • No offshore penalty if eligibility requirements are satisfied

Streamlined Domestic Offshore Procedures

Designed for taxpayers who do not meet the foreign residency requirements.
  • Available for qualifying taxpayers living in the United States
  • Generally requires three years of amended tax returns
  • Requires six years of FBAR filings
  • Requires non-willfulness certification
  • Includes a 5% miscellaneous offshore penalty

Common U.S. Reporting Requirements for Canadians

Many American taxpayers living in Canada face complex U.S. reporting requirements, including:

  • U.S. Federal Income Tax Return (Form 1040)
  • Foreign Bank Account Report (FBAR / FinCEN Form 114)
  • Form 8938 – Statement of Specified Foreign Financial Assets
  • Reporting Canadian investment and retirement accounts
  • U.S.–Canada tax treaty considerations
  • Foreign tax credit planning

Why Work with SDG Accountant?

Professional. Reliable. Results-Driven.

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Cross-Border Tax Expertise

Specialized knowledge of U.S. and Canadian tax systems.

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Professional IRS Representation

Assistance with IRS communication, documentation, and compliance matters.

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Personalized Compliance Strategy

Solutions designed according to your individual tax situation.

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Toronto-Based Team

Serving individuals and businesses throughout Toronto and Canada.

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Trusted, Reliable, Results-Driven

Professional support for complex international tax matters.

Take the First Step Toward U.S. Tax Compliance

Don’t let unfiled U.S. tax returns or foreign account issues put your financial future at risk. Contact SDG Accountant today to learn how the IRS Streamlined Procedure can help you get back on track.

Tell us your goals and the expertise you need – and we’ll build it!

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Users Feedbacks

Avoid the head ache of going to tax preparers who claim they file cross border us taxes and outsource it by adding an up charge or end up not filing them properly . Sam and his team are some of the best cross border tax professionals in the city. They really know their stuff. He also helped me file my busIness taxes as I own a barber shop.

Abdulrazak Youssf

I’ve used SDG for crossborder tax service the last 5 years, and I’m always thankful for the peace of mind working with their professionals.

Michael M

Sami and company are great!
I’m not the biggest fish in the pond, by any measure, but I was meant to feel that way by SDG. Everyone was very professional, timely and super-efficient. Sam provided all the answers that I needed to do the right thing, and look our for my needs with the clearest trajectory. No need to fear a bill out of the gate, initial consultations are free. Here’s who you want to trust, and where you want to be.

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I found SDG online when I was looking to register my business and needed someone to help me get a better understanding of the different types of businesses (Partnership/Corporation etc), and tax details. I booked a call with them, and I spoke with Sami. He was very professional, he read the notes I had left when booking the call, he called on time, and answered all my questions.

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I highly recommend SDG Chartered Professional Accountant for their excellent accounting and tax services corporation. Mebby is an exceptional top-tier accountant offering unparalleled communication and highly efficient service. If you’re looking for someone who truly understands the needs of your business and delivers with precision and professionalism, look no further.

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SDG provides exceptional accounting and financial services tailored to meet both individual and business needs. Their team is highly knowledgeable, professional, and attentive, ensuring that clients receive personalized advice and solutions. Whether it’s tax planning, bookkeeping, or financial consulting, SDG delivers accurate and timely results. Their commitment to client satisfaction and attention to detail set them apart, making them a trusted partner for achieving financial goals. Highly recommended for anyone seeking reliable and expert accounting services!

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I use this firm for my personal income taxes. They are thorough and they respond to emails in a very timely manner. It’s not evident which individual on the team you’re communicating with, or if it is even just 1 individual, because they sign their emails “SDG Team.”

Leslie Scholl

I rely on this tax firm every year for both my general tax submission and self-employment filings; they always deliver. They’ve helped me uncover valuable deductions and credits I wasn’t aware of, ensuring I get the maximum return and minimize any amount owed. Their turnaround time is incredibly fast, and they are always available to answer any questions I have along the way. I highly recommend their services. They are reliable, efficient, and knowledgeable tax professionals. Continued thanks!

M. Brayden Gray

I had a great experience working with Mebby on my income taxes this year. Not only did he help me get a larger return than expected, but he also caught things that were missed in previous years and made sure everything was done right. He was always available when I had questions and made the whole process smooth and stress free. Highly recommend!

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My husband have used SDG Accountants for our personal income tax returns for the past few years and we’ve always been pleased with their efforts – even when we reach out to them somewhat late, they work diligently to collect our information, and file our taxes on time. They make the process very easy and are very knowledgeable in answering all of our questions, and responding quickly. They make sure to get the best return for us which we appreciate.

Miriam Wilson

I’ve been working with this firm as a business owner, and they’ve been great to work with. Great experience working with Mebby, Laiba, and Sami. They’re professional and genuinely supportive. They take the time to explain things clearly and offer solid guidance tailored to my needs. It’s been a huge relief to have an accounting team I can trust as my practice grows.

Their support has made a real difference in how confidently I manage the financial side of my business, making it easier to show up fully and deliver quality work.

I was looking for a partnership that understood my vision. This is them. Highly recommend!

Atheesan M

This is the IRS representation based on my personal experience. I believe everyone needs it. Sam/SDG ACCOUNTANT helped me avoid a $20,000 late-filing penalty. This was a great relief. I’m very thankful and highly recommend this CPA firm.

Darwin Belotte

Went to SDG for an ITIN application, they are professional, speedy, and were able to help with my tax documents. Nicely done and thank you!

Adrian Ho

Sami and his team helped me with my corporate taxes this year- seamless experience overall. Very transparent throughout their process and always available to answer questions. Would definitely recommend! I will be back for more work with you guys!

Nav Arora

I’ve had the pleasure of working with Sami on multiple occasions and it’s always been the absolute best experience. I wouldn’t trust anyone else with my business. From the first on boarding call, I could tell he was extremely educated and professional. Highly recommend Sami and his team!

David Hutchinson

I’ve been using SDG for several years now, and the experience has been consistently excellent. They’re incredibly knowledgeable, detail-oriented, and always up to date with the latest tax regulations. Each year, they make the entire process smooth and stress-free, answering my questions promptly and ensuring everything is handled accurately. I truly appreciate their professionalism and reliability—highly recommended! Moving to the USA and will continue to use them.

Y J

SDG helped facilitate getting my ITIN number to allow me to work in the United States for my wife’s US Corporation. Thanks to SDG, their process was effortless for me and am very grateful for their assistance and would gladly recommend them to others seeking obtaining an ITIN number.

Douglas Walker

“Timely, Reliable and Knowledgeable service. I filed my taxes with Sami and his team and they provided the Next Day service of my return, which is incredible. Also, with the highest refund, I have seen on my taxes to date. I attribute this to their diligence and attention to detail. Very thankful I chose to file my Taxes with them and the fact that they communicated with me along the way.”

Ucal Ukes

“I switched from being an employee to an independent contractor and SDG was able to give me the right tax tips I needed… thanks team I will be coming back to you come tax time.”

Sam Faris