International tax services
Foreign accounts, investments, and real estate
Review the U.S. tax implications of bank accounts, investments, pensions, real estate, and business interests held outside the United States.
Who this is for
Expats living in the U.S. with assets overseas, Americans abroad, and individuals preparing to become U.S. tax residents.
What we can address
- FBAR and Form 8938 reporting reviews
- Foreign bank, brokerage, and retirement account considerations
- Foreign investment and PFIC reporting questions
- Foreign business ownership, real estate, and associated U.S. tax reporting
- Review of reporting gaps and the appropriate next steps
Questions to consider
Are FBAR and Form 8938 the same filing?
They are separate reporting requirements with different rules. Your facts determine whether one, both, or neither applies.
Can you review property I still own overseas?
Yes. We can review the U.S. tax treatment of rental income, ownership arrangements, and a proposed sale, alongside the related foreign-country questions. Scope is agreed before work begins.
What if reporting was missed in an earlier year?
The appropriate response depends on the facts and filing history. Begin with a review before submitting corrective filings or choosing a compliance procedure.
Related reading
Explore the issues in more detail.
Tell me about the decision ahead.
A discovery call gives us a starting point for your tax preparation, planning, or advisory engagement.
Schedule a discovery callComplimentary 15-minute introduction | Continue to Proton Calendar