Skip to main content

International Tax

Money crosses borders. Your U.S. filings need to keep up.

A gift from your parents. A bank account you never closed back home. A company you own overseas. The U.S. may need to hear about all of it, even when no tax is due. We work out exactly what applies to you and prepare it. Missed some years? We start with your facts before recommending a way to catch up.

Who We Help

Sound like you?

Start with what you have (accounts, gifts, companies). You don't need to know form numbers.

  • U.S. persons who received large gifts or transfers from abroad
  • Taxpayers with foreign bank, brokerage, pension, or other financial accounts
  • Owners of foreign corporations or foreign-owned U.S. entities
  • Taxpayers correcting missed foreign income or information returns

Gifts & Accounts

Foreign gifts, trusts, accounts and assets

We trace the facts and check the thresholds before anything gets filed.

  • Form 3520 foreign gift reporting, including late-filing case review
  • Coordination of Form 3520-A where foreign-trust reporting is required
  • FBAR / FinCEN Form 114 for foreign financial accounts
  • FATCA / Form 8938 for specified foreign financial assets

Foreign Entities

Foreign companies and ownership

Who owns what, what moved between you and the company, and how each entity is classified decide which forms you need.

  • Form 5471 for qualifying ownership or involvement in foreign corporations
  • Form 5472 and related pro forma Form 1120 filings for certain foreign-owned U.S. entities
  • Coordination of foreign-entity information with individual or business returns
  • Case-by-case review of other international information returns

Missed Filings

Missed a foreign filing? Don't guess your way out.

Before recommending anything, we look at where you lived, what you filed, why it was missed, which years are involved and whether the IRS has contacted you. Then we tell you which correction paths may fit.

  • Streamlined Domestic Offshore Procedures and Form 14654 support
  • Streamlined Foreign Offshore Procedures and Form 14653 support
  • Amended or delinquent returns and FBAR coordination
  • Penalty-base calculations and supporting narrative preparation within the agreed scope

Quoting

Know the price before we start

Start with a fee estimate based on your situation. Your written engagement confirms the services, tax years and fees included.

International work is priced by form, tax year, number of accounts or entities, record condition and the correction procedure. We can't promise penalty relief or how the IRS will respond. Your engagement spells out exactly what we'll prepare.

What happens after you contact us
Tell us what's overseas.

Gifts, accounts, funds or companies, and the years involved.

We review your filing history.

We flag the records and eligibility questions before choosing a path.

Agree on forms and years.

Your quote lists every filing and supporting item included.

Review and submit.

Send supporting records, review the forms and statements, then sign and submit.

Next Step

Which overseas filings are on your mind?

A few sentences is enough. Mention the tax years and any deadline you know about. Save sensitive documents for your secure portal.

Ask about my situation