Expat & International Tax
Most tax preparers see a client with a foreign bank account and get nervous. Bill doesn't. For over 16 years, Bill Egan has worked in the areas of tax law that trip up generalist preparers — foreign account reporting, PFIC rules, foreign tax credits, and multi-year amendments for clients who discover their prior returns were filed incorrectly.
Egan Tax is based in the Minneapolis–Twin Cities area and works remotely with clients throughout the United States and Americans living abroad. The firm’s primary focus is U.S. expat and international tax, with direct guidance from Bill Egan.
International Tax Expertise
FBAR & FinCEN Form 114
Foreign bank account reporting for U.S. taxpayers with overseas financial accounts.
PFIC & Form 8621
Reporting for foreign mutual funds, pooled investments, and other PFIC holdings.
Foreign Corporations & Form 5471
U.S. reporting requirements for ownership or control of foreign corporations.
Foreign Gifts & Trusts — Form 3520
Reporting for certain foreign gifts, inheritances, and foreign trust transactions.
Streamlined Filing Compliance Procedures
Catch-up filing options for eligible taxpayers with non-willful offshore compliance failures.
Form 8938 & Foreign Financial Assets
Reporting for specified foreign financial assets when applicable filing thresholds are exceeded.
Who We Help
US citizens living abroad
Green card holders with foreign financial accounts
Dual citizens who’ve never filed a US return before
Clients behind on FBAR or other foreign reporting requirements
Anyone with a foreign mutual fund, TFSA, RRSP, or foreign pension
Country Guides
Looking for guidance based on where you live? Explore our country-specific US expat tax guides.
Services
FBAR & Foreign Account Reporting → — Foreign Bank Account Reports and Form 8938 (FATCA)
PFIC Reporting → — Form 8621 for foreign mutual funds, TFSAs, and pooled investments
Streamlined Filing → — Catch-up filing for clients behind on US returns
Foreign Earned Income Exclusion (Form 2555) and Foreign Tax Credit (Form 1116) analysis
Form 5471, 5472, and 3520 for foreign corporations, entities, and trusts
What to Expect
A quick intake conversation to understand your situation and identify which forms apply
A fixed quote before any work begins — no hourly billing, no surprises
Preparation and review by Bill Egan on every return
E-signature and e-file once you’ve reviewed and approved everything
A Note on Timing
Unlike domestic tax prep, expat and international tax work runs year-round due to foreign filing deadlines, extensions, and catch-up filings — this is Egan Tax’s core specialty and primary focus throughout the year.
Frequently Asked Questions
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Yes. Egan Tax is based in Minnesota but works remotely with U.S. taxpayers across the country and Americans living abroad.
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Yes. Foreign accounts and investments can create U.S. reporting requirements such as FBAR, Form 8938, PFIC/Form 8621, and other international filings depending on the circumstances.
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The right correction depends on which forms or returns were missed, whether related income was properly reported, and the taxpayer’s filing history. Egan Tax can review the broader situation before determining the appropriate next step.
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Yes. Egan Tax assists with foreign account reporting and for more detail, see our dedicated FBAR Filing & FinCEN Form 114 page..
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Yes. Egan Tax is a solo practice, so clients work directly with Bill rather than being passed between multiple preparers or departments.