Information Return Service

Due to high industry fees for these forms, we have requests from clients who want US international reporting forms completed and delivered as standalone filings without the need to engage for a full tax return, perhaps so they can supply these to another provider or file the returns themselves. These typically include:

Form 8621 (PFIC reporting), Form 5471 (foreign company ownership reporting), and the FBAR / Form 8938 (foreign account reporting).

Because these forms operate somewhat independently from the core US return, they can be prepared on a fixed-fee basis once the relevant investment or company data are provided. The finished documents are then supplied ready for inclusion with a self-prepared or professionally prepared return. This approach gives taxpayers who already manage their own filings an efficient, compliant way to meet complex cross-border reporting obligations without commissioning a full US return engagement.

To begin, please complete the short form below for the category that applies to you. We will review your submission, confirm scope and fee, and provide secure next-step instructions.