Received a foreign gift and missed Form 3520? What to understand before filing late
See when Form 3520 is required, how a late filing works, and which facts a reasonable-cause statement should explain.
Read articleFFT Tax · Foundation Finance & Tax
Taxes for lives that don't fit on one form.
Overseas gifts. RSUs. A rental back home. A new LLC. A letter from the IRS. Foundation Finance & Tax is an Irvine-based team of Enrolled Agents serving individuals, families and businesses across the U.S. and abroad, in English or 中文. You'll know the scope and fee before we start, and Jasper Zhao, EA, reviews every return before you sign.
Jasper Zhao, EAEnrolled Agent · Certifying Acceptance AgentMeet our team →
Licensed by the IRSEnrolled Agents can represent you on any tax matter, before any IRS office.
English or 中文Explain things in whichever language is easier for you.
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Our Services
What we help with
Personal and business returns, overseas reporting, IRS letters and ITINs.
Personal taxes
New job, new state, stock comp, a rental, a visa change. We look at your whole year, not just your W-2.
- Forms 1040 and 1040-NR
- Students, scholars, and visa transitions
- Investments, rentals, and prior-year corrections
Small business
Books, payroll and the return, set up right from day one and closed out cleanly if you're winding down.
- Schedule C, 1065, 1120-S, and 1120
- QuickBooks, payroll, 1099s, and W-2s
- Business tax elections and final returns when closing a business
International & foreign reporting
Money from family overseas, a bank account back home, a company abroad. We work out exactly which U.S. forms apply, and help you catch up on years you missed.
- Form 3520
- FBAR and Form 8938
- Forms 5471/5472 and IRS streamlined procedures for eligible missed filings (SDOP/SFOP)
Got a letter from the IRS?
Don't panic, and don't ignore it. Send it over. We'll tell you what it means and when it's due, and we'll draft the response.
- IRS, FTB, and EDD letters
- Refund and identity-verification issues
- Amended returns if included in your written agreement
ITIN applications
Get your W-7 right the first time, with ID-document review from a Certifying Acceptance Agent. Check with us before you mail any originals.
- New applications and renewals
- Identification-document review
- Tax-return preparation when included in your ITIN service
How it works
Five steps, no surprises.
Your engagement letter spells out the work and fee. Your portal keeps everything else in one place.
Tell us what happened.
You don't need to know form names.
Get a written scope and fee.
You'll know the cost before you commit.
Upload securely.
Everything goes through your portal, not email.
Review it with us.
We walk you through the key numbers before you sign.
Keep it all.
Your finished documents stay in your portal for next year.
Client feedback
What clients tell us
Care and efficiency
Once again, I really appreciate your efficiency and attention to detail!
Following through
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Tax Knowledge
Straight answers to tricky tax questions
Plain-English guides to estimated tax, overseas gifts, foreign accounts and missed filings.
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