Services

FBAR (FinCEN 114) – Foreign Bank and Financial Account Reporting

Form 8938 – Statement of Specified Foreign Financial Assets

Form 5471 – Information Return of U.S. Persons With Respect to Certain Foreign Corporations

Form 5472 – Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business

Form 8865 – Return of U.S. Persons With Respect to Certain Foreign Partnerships: Used by US persons to report interests, acquisitions, dispositions, and transfers of property to foreign partnerships.

Form 8858 – Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs): Used by US persons that directly or indirectly own a foreign disregarded entity or operate a foreign branch.

Form 926 – Return by a U.S. Transferor of Property to a Foreign Corporation

Form 3520 – Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts

Form 3520-A – Annual Information Return of Foreign Trust With a U.S. Owner

Form 8992 – U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI): Used by US shareholders of Controlled Foreign Corporations (CFCs) to calculate their GILTI inclusion and related tax liabilities.

Form 8993 – Section 250 Deduction for Foreign-Derived Intangible Income (FDII) and Global Intangible Low-Taxed Income (GILTI): Used by domestic corporations to calculate deductions allowed under Section 250 for FDII and GILTI.

Form 8621 – Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC) or Qualified Electing Fund: Filed by US persons who are direct or indirect shareholders of a PFIC. 

Form 5713 – International Boycott Report: Filed by persons having operations in or related to a boycotting country to report participation in or cooperation with an international boycott.

Form 2555 – Foreign Earned Income Exclusion

Form 8854 – Initial and Annual Expatriation Statement: Filed by individuals who have expatriated or terminated their long-term US residency status to determine if they are subject to the exit tax under Section 877A.

Form 1040-NR 

Form 1120-F – U.S. Income Tax Return of a Foreign Corporation

Forms 8804 / 8805 – Annual Return/Foreign Partner's Information Statement of Section 1446 Withholding Tax

Form 1042 – Annual Withholding Tax Return for U.S. Source Income of Foreign Persons.

Form 1042-S – Foreign Person's U.S. Source Income Subject to Withholding.

Form 8288 / 8288-A – U.S. Withholding Tax Return/Statement of Withholding on Dispositions by Foreign Persons of U.S. Real Property Interests: Used to report and transmit tax withheld under FIRPTA regulations upon the sale of US real estate by a foreign person.

Form 8833 – Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b): Filed by taxpayers to disclose that they are claiming treaty benefits that override or modify the application of US tax laws.

Form 1116 – Foreign Tax Credit (Individual, Estate, or Trust)

Form 1118 – Foreign Tax Credit (Corporations)

Form W-8BEN / W-8BEN-E / W-8ECI / W-8IMY / W-9