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Foreign account reporting

FBAR & FATCA, handled.

If your foreign accounts crossed the thresholds, the US wants to know — on two different forms, with steep penalties for getting it wrong. We file both correctly so you can stop worrying about them.

§ The two filings

FBAR and FATCA — they're different.

FBAR · FinCEN 114

Required if your foreign accounts totaled over $10,000 at any point in the year. Filed with FinCEN, separately from your tax return.

FATCA · Form 8938

Required above higher thresholds that depend on filing status and where you live. Filed with your 1040. Many expats need both.

§ What counts

More than just bank accounts.

Checking and savings, yes — but also foreign pensions, brokerage accounts, certain insurance, and accounts you only have signature authority over. We inventory everything so nothing gets missed, then file on time.