Individual Tax Return
Thoughtful federal tax return preparation for individuals and families with clear guidance at every stage.
Learn moreProfessional tax support
FBAR Filing
Careful support for evaluating and reporting qualifying foreign financial accounts through FinCEN Form 114.
Who this is for
U.S. persons with a financial interest in or signature authority over foreign financial accounts who may meet the aggregate reporting threshold.
Understanding the service
Clear guidance starts with the right facts
FBAR is filed separately from the federal income tax return. We organize account details and review filing considerations based on your status and aggregate balances.
Foreign-account rules and relief procedures can be complex; eligibility and current requirements must be verified for your facts.
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
Institution name and foreign address
02
Account number and account type
03
Maximum value during the calendar year
04
Ownership and signature-authority details
Our process
A disciplined path from questions to completion
Each engagement is scoped to the facts and services agreed with you.
STEP 1
Inventory
List foreign accounts and your relationship to each.
STEP 2
Measure
Gather maximum annual values and currency information.
STEP 3
Evaluate
Review whether the reporting rules apply.
STEP 4
Report
Prepare and review the electronic FinCEN filing.
Multiple accounts organized in one inventory
Separate tax-return and FBAR obligations distinguished
Potential prior-year concerns identified for review
Common questions
Questions about fbar filing
Start a conversation
Bring us the facts. We’ll help organize the next step.
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