What the engagement can cover
- Federal individual income tax return preparation for the agreed tax year.
- Form 8938 fact gathering, classification, valuation support, and preparation.
- Coordination between disclosed foreign assets and the income reported elsewhere on the return.
- A review of foreign accounts, securities, pensions, entity interests, trusts, and contracts relevant to the agreed scope.
- Identification of adjacent international reporting questions that require separate confirmation or scope.
What happens before documents move
The first inquiry is deliberately light. You describe the countries, asset types, tax years, and any deadline or notice—without sending taxpayer identification numbers, account numbers, returns, or financial statements.
If the matter appears to fit, the next step is an engagement and a secure, situation-specific document request. The public inquiry form is never the place for tax records.
Clear scope protects the filing
FATCA, FBAR, foreign-trust reporting, and foreign-entity information returns are separate regimes even when the same facts touch more than one of them. The agreed engagement identifies which forms are included and which questions need additional work or another qualified adviser.
No filing result, penalty outcome, or eligibility for a correction procedure is promised. Those conclusions depend on the facts and applicable rules.