Cross-Border Tax Compliance
The U.S. taxes its persons on worldwide income and demands disclosure of foreign accounts, assets, trusts, and gifts. The penalties for getting it wrong are among the steepest in the tax code — and many apply even when no tax is owed.
Who this is for
U.S. citizens and residents with foreign bank or brokerage accounts, foreign businesses, foreign trusts, or who have received foreign gifts or inheritances.
What we handle
FBAR (FinCEN Form 114) reporting for foreign financial accounts · FATCA reporting (Form 8938) for specified foreign assets · Form 3520 / 3520-A for foreign trusts and large foreign gifts · Reporting for interests in foreign corporations, partnerships, and entities · Integration of these positions into your broader estate plan
Why it matters
Several of these penalties are assessed per form, per year — and a number of them begin in the tens of thousands of dollars regardless of whether any tax was due.
How we help
We identify every reporting obligation that applies to you, bring you into compliance correctly, and build those positions into your plan so they stay clean year after year.