Form 8621/PFIC Tax & Reporting Specialists

Form 8621/PFIC Passive Foreign Investment Reporting

U.S. Persons with Investments in Passive Foreign Investment (PFIC) Companies, including mutual funds may have to file Form 8621. 

Form 8621 Reporting May include Mutual Funds

PFIC Tax and Reporting can be very complicated, due to complex issues such as excess distributions and mutual fund disclosures.

Global Representation in Offshore Disclosure Cases

We represent clients nationwide and worldwide in over 80+ countries. Featured in Forbes and The Washington Post.

Flat-Fee, Full-Service: Tax, Legal & Post-Submission

Our Team developed an innovative Flat-Fee, Full-Service model for tax & legal representation, including post-submission.

    Schedule a Confidential Reduced-Fee Initial Consultation with a Board-Certified Tax Attorney Specialist

    Address

    930 Roosevelt Avenue, Suite 321, Irvine, CA 92620

    Font Resize