Two useful starting points
- U.S. taxpayers abroad who need local accounts, pensions, investments, and residence facts translated into a U.S. return context.
- Foreign asset holders who need to classify accounts, securities, entity interests, trusts, pensions, or contracts for the agreed filing scope.
Prior years belong in the same conversation
If earlier returns omitted an asset, form, or related income item, identify the years before sending records. A correction path should be selected only after the relevant facts and any government contact are reviewed.