Foreign Asset Disclosure

If you have foreign accounts, assets, trusts, or gifts that were never reported, you are not alone — and you have options. The right approach can bring you into compliance and substantially reduce your exposure.

Who this is for

U.S. persons with previously undisclosed foreign accounts, foreign trusts, foreign entities, or unreported foreign gifts and inheritances.

What we handle

Assessment of past FBAR, FATCA, and Form 3520 filing gaps · IRS Streamlined Filing Compliance Procedures, where you qualify · Voluntary disclosure strategy and delinquent-filing remediation · Reasonable-cause positions for penalty relief · A forward-looking compliance structure so the gap doesn’t reopen

Why it matters

Unreported foreign holdings carry escalating penalties and, in some cases, criminal exposure — but coming forward proactively, through the right program, is treated very differently than being discovered.

How we help

We assess your situation confidentially, identify the disclosure path that fits, and handle the filings — all under attorney-client privilege, a protection an accountant alone cannot offer.