Both Obligations Covered
FBAR to FinCEN and FATCA reporting to the IRS, done together.
Foreign accounts and assets reported accurately — keeping you in good standing with FinCEN and the IRS, where penalties are steep.
When your foreign financial accounts pass the reporting threshold, an FBAR is required, and FATCA may call for reporting your foreign assets as well. These are two separate obligations with separate rules.
We work out exactly what you must file, prepare it correctly, and keep the reporting consistent with your tax return so nothing conflicts.
Every engagement is backed by our accuracy commitment and handled with strict confidentiality.
Real advantages that add up to less stress, more savings, and total confidence.
FBAR to FinCEN and FATCA reporting to the IRS, done together.
We pin down exactly what you do and don't have to file.
Accurate, on-time filing avoids penalties that can be severe.
Behind on FBARs? Streamlined procedures may get you current.
Your foreign reporting and your tax return tell one consistent story.
Sensitive offshore matters handled with full discretion.
If any of these sound familiar, we should talk. A free consultation is the fastest way to find out how we can help.
Our process keeps everything simple, transparent, and on schedule.
We start with a no-cost call to understand your situation, goals, and deadlines.
Share your paperwork through our encrypted portal — we send a tailored checklist.
Our advisors do the work and run a multi-point accuracy review.
You review and approve before anything is submitted.
We file, confirm acceptance, and stay available all year.
In general, any US person whose foreign financial accounts total more than $10,000 at any point during the year — even for a single day, and even if the accounts earned nothing.
The FBAR goes to FinCEN and covers foreign accounts. FATCA (Form 8938) is filed with your tax return and covers foreign assets. The thresholds differ, and many people have to file both.
Streamlined and delinquent filing procedures exist for exactly this situation. Coming forward on your own is almost always much better than being discovered — we'll review your options.
They can be. Non-willful failures carry significant penalties, and willful violations carry far more. This is one area where getting it right really matters.
Living overseas doesn't end your US filing duty. We keep you compliant and make sure the same income isn't taxed twice.
Learn moreFederal and state Form 1040 returns prepared with care — so you claim every credit you're due and file with complete peace of mind.
Learn moreTalk with an experienced advisor and get straight answers about your situation — before a decision ends up costing you.
Learn moreBook a free consultation and see how much easier working with the right advisors can be.