Tax & Advisory Service

FBAR & FATCA Compliance Services

Expert FBAR and FATCA filing assistance for U.S. taxpayers with foreign financial accounts. Stay compliant and avoid costly IRS penalties.

IRS Compliant Secure Document Upload Nationwide Service
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Overview

What it is

Preparation and filing of FBAR (FinCEN Form 114) and FATCA (Form 8938) reports for U.S. persons with foreign bank accounts, brokerage accounts, retirement plans, and other foreign financial assets.

Who needs it

U.S. citizens, green card holders, and resident aliens with foreign accounts exceeding the reporting thresholds — including expats, dual citizens, and immigrants.

Key benefits

  • Avoid penalties starting at $10,000 per unreported account
  • Streamlined Filing Procedures for past non-compliance
  • Coordinated FBAR + 8938 + 1040 filing in one engagement
  • Confidential, expert handling of sensitive offshore data

What's Included

Every engagement is fixed-fee. No surprises, no hourly billing.

  • FBAR (FinCEN 114) preparation and e-filing
  • Form 8938 (FATCA) preparation with your 1040
  • Foreign account valuation in USD using IRS-approved rates
  • PFIC analysis and Form 8621 filing if needed
  • Form 8865 (foreign partnerships) and 5471 (foreign corporations)
  • Streamlined Domestic & Foreign Offshore Procedures filing
  • Delinquent FBAR submission with reasonable-cause statement
  • Foreign earned income exclusion (Form 2555) coordination

Why Choose TaxBridge Advisory

10+ Years of Tax Experience

Led by a Senior Tax Analyst with deep IRS and multi-state expertise across individual, business, and international filings.

IRS-Compliant Processes

Every return follows current IRS procedures, security standards, and documentation requirements — no shortcuts.

Nationwide Service

Authorized to prepare and e-file federal and state returns for clients in all 50 U.S. states and abroad.

Secure Document Handling

Encrypted client portal for uploads, signatures, and delivery — your sensitive data is never sent through email.

Frequently Asked Questions

Any U.S. person whose foreign financial accounts had an aggregate value exceeding $10,000 at any point during the calendar year. This includes bank accounts, brokerage accounts, mutual funds, and certain pension plans.

Schedule a Free Consultation

Speak directly with a tax professional about your fbar & fatca compliance needs. Get a clear plan and fixed-fee quote before you commit to anything.

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