Foreign Tax Coordination
Review U.S. tax filing and reporting requirements for foreign income, accounts, and ownership interests.
Online service across all 50 states
What this service is
U.S. citizens, green card holders, and U.S. tax residents are taxed on worldwide income and must separately report foreign bank accounts, foreign companies, foreign trusts, and large gifts from abroad, and the penalties for missing these forms can exceed the tax itself. We gather information on your foreign income and assets, map which forms apply and when they are due, claim foreign tax credits to avoid double tax, and coordinate with international specialists and attorneys where treaty or legal questions come up.
Forms & documents involved
What we actually do
Inventory foreign income and assets
Collect details on foreign accounts, investments, companies, pensions, and property.
Map filing requirements
Determine which information returns apply and build a calendar of deadlines.
Prepare foreign reporting forms
Prepare FBAR, Form 8938, and forms for foreign corporations, partnerships, and trusts.
Claim foreign tax credits
Use Form 1116 or 1118 to offset U.S. tax with foreign tax already paid.
Prioritize catch-up and disclosure risk
Identify missed prior-year filings and coordinate the appropriate catch-up path.
Coordinate with international specialists
Write coordination memos for foreign accountants and attorneys on treaty or legal issues.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Covers up to 5 foreign accounts; $25 per additional account.
- Up to 5 accountsBank and brokerage accounts$140 per year
- 6–15 accountsIncludes joint and signature-authority accounts$260 per year
- 16+ accountsOr business accounts across several countries$420 per year
Added to your individual return when reporting thresholds are met.
- Accounts onlyBank and brokerage accounts$180
- With other assetsForeign pensions, insurance or entity interests$360
Foreign corporation or partnership ownership reporting.
- Dormant or smallLittle activity, one category of filer$780 per entity
- Operating companyFull financials, Subpart F and GILTI$1,480 per entity
- ComplexSeveral categories, E&P history or transfersFrom $2,480 per entity
Priced per trust, per year.
- Gift or inheritanceForm 3520 reporting a foreign gift$580
- Grantor trustForm 3520 and 3520-A$1,180
- DistributionsThrowback calculations or non-grantor trustFrom $1,880
One-time review to identify which forms and disclosures apply to you.
- IndividualOne household, up to 2 countries$460
- Family or ownerEntities or 3+ countries$880
What You Get
Information gathering framework for foreign income and accounts
Build an inventory of accounts, entities, ownership, income, foreign taxes, and residency facts before deciding which filings may apply.
Filing requirement mapping and timeline coordination
Distinguish income tax returns from separate information reports and identify the records and dates relevant to each agreed filing.
Coordination memos for legal and international specialists
Document open questions and the information needed from foreign advisers, legal counsel, or international tax specialists.
Risk prioritization for documentation and disclosures
Address missing ownership, account value, transaction, and prior-filing information early; historical noncompliance requires its own assessment.
Integration with business tax work when relevant
Connect foreign business interests and transactions with U.S. entity and owner reporting so information is not reviewed in isolation.
- Compliance roadmap and form checklist
- Quarterly update schedule when engaged ongoing
- Coordination notes for specialist handoffs
When this service may fit
- You are unsure which international forms or disclosures apply to your situation
- Foreign income, accounts, or residency facts are starting to affect filing quality
- You need a clearer map between domestic CPA work and international specialists
- International complexity is now influencing personal or business tax planning
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Fact pattern discovery
Map residency facts, foreign income, accounts, entities, ownership, and earlier U.S. and overseas filings.
Requirement mapping
Identify the U.S. reporting questions and request the statements, valuations, and foreign tax records needed for review.
Execution plan with advisor coordination
Coordinate information with foreign advisers and prepare the specifically agreed U.S. compliance or planning work.
Filing cycle support
Deliver a reporting calendar and explain unresolved items, currency records, and information needed for subsequent years.
Your Role
Disclose foreign assets and interests comprehensively, provide statements and ownership documents, and authorize coordination with relevant foreign advisers.
Service Scope
Foreign local-law returns and legal advice require qualified local providers. Delinquent reporting, disclosure programs, and complex treaty positions need a separate assessment.
Start Foreign Tax Coordination online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
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