Both Obligations Covered
FBAR to FinCEN and FATCA reporting to the IRS, handled together.
Foreign accounts and assets reported accurately — keeping you on the right side of FinCEN and the IRS, where the penalties are steep.
If your foreign financial accounts exceed the reporting threshold, an FBAR is required — and FATCA may require reporting your foreign assets on top of it. These are separate obligations with separate rules.
We determine exactly what you're required to file, prepare it correctly, and keep the reporting consistent with your tax return so nothing contradicts anything else.
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, handled together.
We determine precisely what you are and aren't required to file.
Accurate, timely filing avoids penalties that can be severe.
Behind on FBARs? Streamlined procedures may bring you current.
Your foreign reporting and tax return tell the same story.
Sensitive offshore matters handled with complete 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.
Generally, any US person whose foreign financial accounts exceed $10,000 in aggregate at any point during the year — even for a single day, and even if the accounts produced no income.
FBAR is filed with FinCEN and reports foreign accounts. FATCA (Form 8938) is filed with your tax return and reports foreign assets. Thresholds differ, and many people must file both.
Streamlined and delinquent filing procedures exist for exactly this. Coming forward voluntarily is almost always far better than being found — we'll assess your options.
They can be. Non-willful failures carry meaningful penalties, and willful violations far more. This is one area where getting it right genuinely matters.
Living abroad doesn't end your US filing obligation. We keep you compliant and make sure you aren't taxed twice on the same income.
Learn moreFederal and state Form 1040 returns prepared with precision — so you claim every credit you're owed and file with total peace of mind.
Learn moreSit down with an experienced advisor and get straight answers about your situation — before a decision costs you money.
Learn moreBook a free consultation and see how much easier working with the right advisors can be.