FATCA services

Focused preparation for current, complex, and prior-year FATCA work.

The service line is intentionally narrow. Each engagement begins with the tax years, filing status, residence, asset ownership, and reporting questions that define the work.

Last reviewed September 5, 2026

Choose the closest starting point

FATCA tax preparation when the federal return and foreign-asset reporting need to be coordinated.
Form 8938 preparation when the core question is the specified foreign financial asset statement.
Late or prior-year review when a form, asset, or related income item may have been missed.

A public page cannot determine the filing conclusion. The engagement scope is confirmed only after the facts are reviewed.

Separate regimes stay separate

FBAR, foreign-trust forms, and foreign-entity information returns can overlap with Form 8938 facts but remain distinct filings. The written engagement identifies what is and is not included.

Primary sources

IRS — FATCA information for individuals

Continue your review

FATCA tax preparation

Coordinate the form with the federal return.

Form 8938 preparation

Focus on the specified foreign financial asset statement.

Late filing review

Review missed or inaccurate prior years.