What We Handle
FBAR & FATCA Services
Every filing, every form, handled by specialist CPAs.
FinCEN Form 114 prepared and e-filed for the current tax year. Includes all qualifying foreign accounts (checking, savings, investment, retirement) at any foreign financial institution.
Streamlined Offshore Procedures
Full preparation and filing for the IRS Streamlined Filing Compliance Procedures. Six years of FBAR catch-up, three years of amended returns, non-willful certification. Penalties typically reduced to zero.
Form 8938 (Statement of Specified Foreign Financial Assets) attached to your Form 1040. Thresholds from $50,000 to $600,000 depending on filing status and residency.
Delinquent FBAR Submission
For non-willful filers who have not previously filed FBARs. Submitted under the Delinquent Submission Procedures. Most clients face no penalties.
Penalty abatement requests, reasonable cause letters, and appeals for FBAR and FATCA penalties.
Coordinated International Reporting
FBAR, Form 8938, Form 3520 (foreign trusts), Form 8621 (PFICs), and Schedule B prepared together with cross-form reconciliation.