Skip to main content
FBAR HQ home

Focused FBAR consultation

Thirty minutes to clarify the next FBAR step.

Use the consultation when your situation is late, amended, unusually broad, or simply uncertain. The goal is a clear practical direction—not a rushed filing decision.

Focused session

$100

30 minutes · separate service

When it fits

Start here when a price tier cannot answer the real question.

Preparation fees assume a straightforward, in-scope filing. A consultation creates room to identify the issue before anyone proposes preparation work.

1

You missed a prior-year FBAR or may need to amend one

2

You are unsure whether an account or signature-authority arrangement is reportable

3

Your facts involve an entity, more than 25 accounts, or another scope question

4

You want a focused discussion before choosing a next step

What to expect

A contained conversation with a practical output.

Before the call

You receive instructions for sharing only the context needed for the conversation. Do not use the public inquiry for records or identifiers.

During 30 minutes

Discuss the facts that create uncertainty, the relevant official guidance, and what additional professional support may be appropriate.

After the call

Leave with a clearer next step. If preparation appears suitable, any work beyond the consultation receives a separate scope and price.

The consultation fee stands on its own.

The $100 consultation is not a deposit and is not credited toward later preparation. It covers the reserved 30 minutes session. It does not include a filing, a written legal opinion, research beyond the agreed conversation, or ongoing representation.

Compare all prices

Important engagement boundaries

  • Legal advice, penalty defense, or willfulness determinations
  • Audit, examination, or agency representation
  • Federal or state income-tax returns, including Form 8938 preparation
  • Foreign-country tax or reporting advice

Written by Chip MorenoReviewed September 5, 2026. This page offers general information, not legal or tax advice.

Late or amended filings deserve context

The IRS says a late FBAR can present compliance consequences and directs affected filers to the applicable filing instructions. The right path can depend on contacts from an agency, investigations, the years involved, and other facts. FBAR HQ does not decide willfulness, defend penalties, or represent clients in an examination.

If the situation needs legal analysis, penalty defense, or representation, the appropriate next step may be an attorney or another qualified professional rather than FBAR preparation.

Ready when you are

Bring the question—not the account data.

Send a short, non-sensitive description. Chip will reply within one business day about fit and the next step.

Request a consultation