International reporting

Foreign Asset Reporting — Form 8938 / FATCA

Understand how foreign financial assets fit into your U.S. tax reporting. We assist with reviewing potential Form 8938 requirements and preparing the form when applicable.

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Who this helps

Taxpayers with specified foreign financial assets who need to evaluate Form 8938 reporting in connection with their tax return.

How we can help

Review the types of foreign financial assets held
Consider filing status, residence, and applicable reporting thresholds
Prepare Form 8938 and coordinate with the related tax return
Review overlap with FBAR and identify other reporting questions

Form 8938 and the FBAR have separate rules. Depending on your circumstances, one or both may apply. This service focuses on taxpayer asset reporting, not financial-institution FATCA registration.

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Let’s discuss your next step.

Request an appointment or call (602) 249-9160 to discuss your needs, service scope, and availability.