Own something abroad?
Report it right.

Form 5471

Foreign corporations.

Required for certain U.S. officers, directors and shareholders of foreign corporations. It reports ownership, financial statements, related-party transactions and earnings.

From $1,999

What makes it complex

• Working out which of the five filer categories apply to you
• Computing earnings and profits under U.S. tax rules
• Translating financial statements kept in a foreign currency
• Tracking previously taxed earnings from year to year

Where CPA judgment helps

• Spotting Subpart F and other income inclusions before they surprise you
• Evaluating the high-tax exception and the Section 962 election
• Reviewing related-party transactions reported on Schedule M
• Weighing entity classification (check-the-box) elections

Form 8865

Foreign partnerships.

Required for U.S. persons with certain interests in foreign partnerships, including controlling and significant minority interests, and for certain contributions of property.

From $1,999

What makes it complex

• Four filer categories, each with its own required schedules
• Restating foreign partnership results under U.S. tax principles
• Reporting contributions of property on Schedule O
• Coordinating with Schedules K-2 and K-3

Where CPA judgment helps

• Confirming how the foreign entity is classified for U.S. tax purposes
• Tracking your filer category as ownership changes
• Reporting transfers properly to avoid separate penalties
• Aligning the partnership's results with your own return

Form 8858

Foreign disregarded entities and branches.

Required for U.S. persons that own a foreign disregarded entity or operate a foreign branch. Its income flows straight onto the owner's return.

From $1,999

What makes it complex

• Identifying the tax owner when ownership runs through other entities
• Foreign currency gain and loss under Section 987
• Reporting transactions with related parties on Schedule M
• Tracking branch income for foreign tax credit purposes

Where CPA judgment helps

• Evaluating whether disregarded treatment is still the right choice
• Applying the currency rules consistently year to year
• Coordinating with Forms 5471 and 8865 in multi-tier structures
• Planning around foreign tax credits

Summary presentation

What was reported, and what it means for you.

Prior-year comparison

What changed from last year, and why.

Walkthrough video

For more complex structures, a recorded walkthrough you can watch anytime.

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