Expat & International Tax

Most CPAs see a client with a foreign bank account and get nervous. We don’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.

FBAR

FinCEN Form 114 — Foreign account reporting

Form 8621

PFIC reporting for foreign mutual funds & investments

Form 5471

US ownership of foreign corporations

Form 3520

Foreign gifts, inheritances & trusts

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

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

  1. A quick intake conversation to understand your situation and identify which forms apply

  2. A fixed quote before any work begins — no hourly billing, no surprises

  3. Preparation and review with direct CPA oversight on every return

  4. 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.

Schedule a Consultation →