Nonresident Tax Return
Focused return preparation for nonresident taxpayers navigating U.S.-source income and residency questions.
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FATCA Compliance
Coordinated review of specified foreign financial assets and potential Form 8938 reporting with your tax return.
Who this is for
Specified individuals and, in some cases, domestic entities whose foreign financial assets may exceed the reporting threshold for their filing status and residency.
Understanding the service
Clear guidance starts with the right facts
We review foreign asset categories, ownership, values, and income reporting to determine which items may be relevant to Form 8938.
FATCA thresholds and exceptions vary. Current rules should be confirmed for filing status, residence, and asset type.
Review before relying. Tax law, thresholds, forms, and deadlines can change. Confirm current requirements and how they apply to your specific facts before filing.
What to prepare
Information that helps us begin
The exact request depends on your circumstances. These categories provide a practical starting point.
01
Year-end and maximum asset values
02
Foreign account and entity statements
03
Income generated by foreign assets
04
Prior Forms 8938, FBARs, and related schedules
Our process
A disciplined path from questions to completion
Each engagement is scoped to the facts and services agreed with you.
STEP 1
Map
Create a complete foreign-asset inventory.
STEP 2
Reconcile
Match asset income to tax-return records.
STEP 3
Assess
Review thresholds and disclosure categories.
STEP 4
Coordinate
Prepare applicable disclosures with the return.
Foreign assets and related income reviewed together
Potential overlap with FBAR identified
Consistent reporting across relevant forms
Common questions
Questions about fatca compliance
Start a conversation
Bring us the facts. We’ll help organize the next step.
Share a brief overview without including Social Security numbers, account numbers, or other sensitive records in email.
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