STEP ONE GET STARTED Nothing but blue skies… Want to speak with a CPA and get a quote? Submit this form and we will reach out within 24 hours to schedule your consult. Name * First Name Last Name Email * Phone Number How can we help? * (Choose all that apply) US Federal Tax return FBAR/FinCen 114 Reporting Consultation/Advisory Services OTHER - Describe below please Describe OTHER requests Are you a US citizen or Green Card holder? * (choose one) US Citizen Green Card Holder None of the above What is your current country of residence? * (please select for the drop down menu below) United States Afghanistan Albania Algeria American Samoa (US territory) Andorra Angola Antigua & Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bhutan Bolivia Bosnia Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Central African Republic Chad Chile China Colombia Comoros Congo Congo {Democratic Rep} Costa Rica Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Fiji Finland France Gabon Gambia Georgia Germany Ghana Greece Grenada Guam (US territory) Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hungary Iceland India Indonesia Iran Iraq Ireland {Republic} Israel Italy Ivory Coast Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea North Korea South Kosovo Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar Namibia Nauru Nepal Netherlands New Zealand Nicaragua Niger Nigeria Northern Mariana Islands (US territory) Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Puerto Rico (US territory) Qatar Romania Russian Federation Rwanda St Kitts & Nevis St Lucia Saint Vincent & the Grenadines Samoa San Marino Sao Tome & Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Sudan Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad & Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States US Virgin Islands (US territory) Uruguay Uzbekistan Vanuatu Vatican City Venezuela Vietnam Yemen Zambia Zimbabwe What date did you move to your current country of residence from the US? (approximate if exact date not known) Your employment * (Pick category which best describes you) Employed full time by US firm w/ foreign posting Employed full time by Foreign firm w/ foreign posting Contracting full time by US firm w/ foreign posting Contracting full time by Foreign firm w/foreign posting Self-employed - full time overseas in one country Self-employed - full time overseas in multiple countries Is your country of residence the same country you work and earn income? * (income from employment, self-employment, contract work) Yes No (if no, please note the country where you work below) Posting country(ies) * Are you required to file return(s) in my posting country(ies)? Yes No I don't know Have you filed foreign income tax returns in your country of residence? * Yes No Are you paying into a government Social and or Health plan in the country you reside and work? * Yes No Not sure Estimate the number of days you spent in the US during the past year. * Less than 35 days More than 35 days Not sure What is the tax year for which you last filed a US tax return? * 2020 2019 2018 Before 2018 Which US state were you a resident of prior to moving overseas? * Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington Washington, District of Colombia West Virginia Wisconsin Wyoming Are you married? * Yes No Do you have children or other dependents? * Yes No Do your spouse or children live with you in your foreign country of residence? * Yes No Not applicable Do you own a home in the US? * Yes No Select all types of income you received in the most recent tax year to be filed (includes US and foreign sourced income) * (select all that apply) Employed Self-Employed Investment income (interest, dividends, gains/losses from stocks) Rental income Royalty income Income from Partnership, LLC, S-Corp (Form K-1) Estates or Trusts Other FOREIGN ASSET Reporting Did the aggregate value of your Foreign financial assets exceed $ 10,000 at any point during the year? (common foreign financial assets include foreign bank accounts, stock or securities, foreign mutual funds, life insurance or annuity contracts with cash values). If yes, you will need to file FBAR reports. * Yes No Not sure Have you filed FBAR / FinCEN 114 reports? * Yes No What was the last year you filed FBAR / FinCEN 114? * 2020 2019 2018 before 2018 I've never filed a FBAR Did you have any specified Foreign assets that exceeded the following thresholds? Single filing: $ 200,000 on the last day of the year or $300,000 at any point during the year OR Married filing jointly: $ 400,000 on the last day of the year or $ 600,000 at any time during the tax year. (common specified FOREIGN financial assets include, bank accounts, brokerage accounts, stocks or securities, bonds held in a foreign corporation, foreign retirement plan / deferred compensation plan, insurance with cash value, annuities, foreign estates) * (to determine if you are subject to FATCA reporting Form 8938) Yes No Not sure Do you have ownership in a foreign company? * Yes No Do you own foreign mutual funds? * Yes No Do you have transactions with a foreign trust OR do you own a foreign trust? * Yes No Is there anything you would like your tax accountant to know prior to the call? Thank you for your interest in global.cpa A tax specialist will contact you within twenty-four hours.CLICK BELOW TO CONTINUE What happens next?
