I do lots of FBARs, but 95% of my clients are expats abroad or foreign nationals in the US. And most of my clients have the Form 8938 filing requirement so I have all the information already. I give them the option of self-preparing or preparing them for them for a fee. Other software providers allow you to prepare the forms within their software (Drake and CCH Axcess). Sadly ATX does not. But I just use the PDF from the BSA website and submit them directly after getting the 114a signed.
FBARs: Prepare them or Refuse them?
in General Chat
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I do lots of FBARs, but 95% of my clients are expats abroad or foreign nationals in the US. And most of my clients have the Form 8938 filing requirement so I have all the information already. I give them the option of self-preparing or preparing them for them for a fee. Other software providers allow you to prepare the forms within their software (Drake and CCH Axcess). Sadly ATX does not. But I just use the PDF from the BSA website and submit them directly after getting the 114a signed.