FBAR & FATCA Compliance

Expert guidance for foreign account reporting and compliance

Form 114 Experts
150+ Countries
Penalty Protection
Streamlined Filing

FBAR Filing

Report of Foreign Bank and Financial Accounts (FinCEN 114)

FATCA Reporting

Foreign Account Tax Compliance Act (Form 8938)

Penalty Avoidance

Avoid severe civil and criminal penalties

Streamlined Procedure

Catch up on missed filings with reduced penalties

Best For: Expats, Foreign account holders
Deadline: April 15 (Automatic extension to Oct 15)
Threshold: $10,000 aggregate balance

How FBAR Filing Works

Simple steps to ensure compliance and avoid penalties

1

Determine Eligibility

We assess if you meet the $10,000 filing threshold

30 minutes
2

Gather Documents

Collect account statements and foreign asset information

1-2 days
3

Calculate Maximums

We determine the highest balance in each account during the year

2-4 hours
4

File FBAR

Submit FinCEN Form 114 electronically to the Treasury

Same day
5

Confirmation

Receive BSA E-Filing confirmation for your records

Compliant

FBAR Filing Requirement

If an American has more than $10,000 in aggregate bank accounts outside of the country at any point in the year, they are required to file the Foreign Bank Account Report (FBAR).

Although FBAR has been in effect since 1970, its enforcement has stepped up recently as the US has focused more on recovering taxes from the money and investments of US citizens abroad.

Required Information for FBAR

The following information regarding the declared accounts must be kept for six years after the FBAR (Form 114) is filed online:

Account Numbers

A complete list of all foreign account numbers

Account Holder Name

The name listed on every account

Institution Details

Name and location of the foreign institution(s)

Maximum Balance

Highest balance in each account for the tax year

FBAR vs FATCA - What's the Difference?

FBAR (FinCEN Form 114): Filed with the Treasury Department's Financial Crimes Enforcement Network. Required if aggregate foreign accounts exceed $10,000 at any time during the year.

FATCA (Form 8938): Filed with your federal tax return to the IRS. Required for higher thresholds (varies by filing status and residence). Includes additional foreign assets beyond just bank accounts.

Penalties for Non-Compliance

The penalties for failing to file FBAR can be severe:

Non-Willful Violation

Up to $10,000 per violation for unintentional failure to file

Willful Violation

Greater of $100,000 or 50% of account balance per violation

Criminal Penalties

Up to $250,000 fine and/or 5 years imprisonment for willful violations

Our Protection

We ensure accurate filing to avoid all penalties

Streamlined Filing Compliance Procedure

If you haven't filed FBARs because you didn't know you had to, we can help you use the Streamlined Procedure to catch up with reduced penalties.

Don't Panic - We Can Help

Come to United Taxes if you haven't filed because you didn't know you had to. We have a team of specialists in FBAR filing and Streamlined Procedures. As a leading provider of tax services, United Taxes has clients in more than 150 nations.

Frequently Asked Questions

Common questions about FBAR and FATCA compliance

Who needs to file an FBAR?

Any U.S. person (citizen, resident, or entity) with a financial interest in or signature authority over one or more foreign financial accounts with an aggregate value exceeding $10,000 at any time during the calendar year must file an FBAR.

What's the difference between FBAR and FATCA?

FBAR (FinCEN Form 114) is filed separately with the Treasury Department and has a $10,000 threshold. FATCA (Form 8938) is filed with your tax return to the IRS and has higher thresholds that vary by filing status. FATCA also covers additional foreign assets beyond bank accounts.

What happens if I didn't know I needed to file?

The IRS offers Streamlined Filing Compliance Procedures for taxpayers who were non-willful in their failure to report. This program allows you to catch up on filings with reduced or eliminated penalties. We specialize in helping clients navigate this process.

What types of accounts need to be reported?

FBAR reporting includes bank accounts, securities accounts, mutual funds, and other financial accounts held outside the U.S. This includes accounts over which you have signature authority even if you have no financial interest in them.

When is the FBAR due?

The FBAR is due April 15th each year, but an automatic extension is granted to October 15th. Unlike tax returns, this extension is automatic - you don't need to file any additional forms to receive it.

Don't Risk FBAR Penalties

Get compliant today with expert FBAR and FATCA filing assistance.

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