FATCA-focused • Secure inquiry • Clear engagement scope
FFATCA HQ

FATCA-focused tax preparation

Foreign assets.Clear filing work.

Focused FATCA preparation for U.S. taxpayers with foreign financial assets—built around careful intake, coordinated federal filing, and a clear next step for complex or late situations.

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Focused intake Secure next steps No-obligation inquiry

Narrow by design. The work centers on FATCA and the federal return it belongs with.

Facts before answers. Asset type, ownership, residence, and filing status all matter.

Clarity before documents. Start with a concise inquiry, not sensitive records.

Focused services

FATCA work, without the generalist detour.

Each engagement begins by defining the tax years, foreign assets, and federal filing context involved. That scope keeps the work useful and the next step clear.

01

Current-year filing

Form 8938 preparation

A focused review of specified foreign financial assets, filing context, and the information needed to prepare Form 8938 with your federal return.

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02

Coordinated preparation

FATCA tax preparation

Federal return preparation organized around foreign accounts, investments, pensions, and entity interests that may affect FATCA reporting.

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03

Prior-year review

Late or missed filings

A fact-first review of prior years and missing information before deciding what correction or filing work may be appropriate.

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How it works

From uncertainty to an organized filing plan.

No diagnostic quiz can replace the facts. The process is designed to surface those facts efficiently.

  1. 01

    Tell us what changed

    Share the countries, tax years, and foreign assets involved—without sending account numbers or documents.

  2. 02

    Confirm fit and scope

    We review the situation, identify the preparation scope, and explain the next secure step.

  3. 03

    Organize the record

    You receive a focused information request designed around the assets and years in scope.

  4. 04

    Prepare with context

    The FATCA work is coordinated with the federal return and delivered within the agreed engagement.

A necessary distinction

FATCA and FBAR can overlap. They are not the same filing.

Form 8938 is generally attached to the federal income tax return. The FBAR is filed separately with FinCEN. Different definitions and thresholds can mean a taxpayer needs one, both, or neither.

Compare Form 8938 and FBAR

Form 8938

Tax-return attachment

Filed with the IRS as part of an annual federal return when the applicable person, asset, and value conditions are met.

FinCEN Form 114

Separate electronic report

Filed with FinCEN under a separate framework for qualifying foreign financial accounts and signature authority.

Who we help

Different lives abroad. One disciplined intake.

U.S. taxpayers abroad

Citizens and resident taxpayers navigating local accounts, pensions, investments, and U.S. filing obligations.

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Foreign asset holders

Taxpayers with foreign accounts, securities, entities, trusts, pensions, or financial contracts.

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Prior-year filers

People who discovered a missed form, incomplete asset record, or foreign income question after filing.

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Frequently asked

The questions that change the filing path.

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Do I need Form 8938 if I already filed an FBAR?

Possibly. The reports are separate and use different definitions, thresholds, and filing destinations.

Are thresholds higher if I live abroad?

They can be, but only when the living-abroad conditions in the Form 8938 instructions are met.

What if I missed a prior-year filing?

The facts should be reviewed before selecting an amended-return or other compliance procedure.

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Describe the facts. Keep the records secure.

The public form is only for a short overview. Do not include taxpayer IDs, account numbers, returns, statements, passwords, or identity documents.

Submitting an inquiry does not create a client relationship or guarantee that a particular filing, procedure, or outcome is available.

Keep sensitive records out of this form. Do not include Social Security or taxpayer ID numbers, account numbers, passwords, tax returns, statements, or identity documents.

Required fields are marked with an asterisk.

Start with the facts

Tell us what your foreign financial picture looks like.

A short, non-sensitive inquiry is enough to begin. Please do not include Social Security numbers, account numbers, passwords, or tax documents.

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