All Hands on Deck for Offshore Voluntary Disclosures

Through extensive experience Freeman Tax Law has created a multi-disciplinary approach for handling offshore voluntary disclosures yielding effective and efficient results for clients

Jeffrey S. Freeman, J.D., LL.M

shutterstock_88905133Filing Offshore Voluntary Disclosures with the Internal Revenue Service requires expert legal and financial skills. Many law firms rely on outside accounting firms to provide assistance when needed on disclosures. Freeman Tax Law is taking a unique approach and bringing accountants and attorneys to the table together.

Your Multi-Disciplinary Team

Drawing on each other’s strengths, Freeman Tax has brought accountants in house to work with attorneys on Offshore Voluntary Disclosures. Working together on one team Allows for an efficient flow of information and project communication with the client.

The accountants on the team work preparing the FBAR form and also provide assistance preparing the tax returns. When dealing with both international, foreign and domestic tax issues the corresponding tax returns are very complex. Accuracy on FBAR forms are extremely crucial. By bringing accountants in house Freeman Tax is able to have highly trained and experienced professionals consistently working on their clients tax returns.

Attorneys work with clients to prepare the offshore voluntary disclosure letter and accompanying documents to be sent to the IRS. Team attorneys also provide representation before the IRS and the criminal investigation agent that is handing the case for the government.

Project Approach

Using a systematized, project-based approach we are able to more effectively and smoothly help the client through the process. The first onboarding call or meeting allows the client to meet the team and learn what information the team needs from the client to conduct our work and prepare the documents necessary to file the offshore voluntary disclosure. A unique client tool kit provides the customer samples of letters and information needed to obtain from their financial institution. The tool kit allows the client to prevent the information in an organized manner, which is efficient and keeps the project cost to a minimum.

After we obtain all the needed information we circle back with the client for a second conference call to share our analysis and recommendations. The client is presented with a work plan identifying all action items and steps required to complete the project. Every tax return requiring preparation is outlined along with all documentation required to ensure no detail is forgotten and all are completed on time.

Proven Success

Our offshore multidisciplinary project approach works and our hundreds of clients can attest to its success in getting them through these foreign disclosures. Due to the time sensitive nature and complexity of information involving the client enables us to do our job.

At Freeman Tax Law we have a proven successful approach to filing your offshore voluntary disclosures. Contact us today to begin your path to tax compliance.

About Freeman Tax Law

Freeman Tax Law (FTL) is a boutique law firm consisting of a multi-disciplinary team of tax professionals including tax attorneys, CPAs and a professional staff that have vast experience with foreign tax compliance and regulatory matters for financial institutions. FTL consults with both FFIs and USFIs with regard to Foreign Account Tax Compliance Act (FATCA) and related regulatory matters and assists them developing procedures on how to comply with these laws. FTL provides a multidisciplinary approach for filing offshore voluntary disclosures. Working to help clients prevent future tax headaches we offer a complete wealth management and estate planning team. As an experienced firm with wide reach, Freeman Tax Law provides immediate assistance to our clients planning for and resolving all tax related challenges.

Freeman Tax Law

(855) 935-5945

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