Look beyond the income on your return.
Foreign accounts and assets can involve reporting questions separate from the income they produce. Begin with an inventory of your accounts, ownership and records so the applicable reporting work can be assessed.
How we can help
- Account and asset inventory review
- Assessment of the agreed reporting assignment
- Preparation support for applicable reports
- Coordination with the related return work
Before you begin
FBAR and Form 8938 are different requirements; one does not replace the other. Their coverage and thresholds differ. See the IRS comparison.
Discuss your assignment
Tell us about the relevant year, business stage and any approaching deadline. We will define the records, responsibilities and fee for the agreed work.