US Expat Tax Intake, Document Collection & FBAR Screening in the Philippines

Important Note: We provide in-person intake, document collection, and screening support only in the Philippines. The actual preparation, review, and signing of your US tax return and FBAR is performed by our partnered licensed US CPA firm in the United States. We do not prepare Philippine taxes or act as a Philippine tax preparer.

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I am Monte Fisher, CPA, and I have partnered with one of the top US CPA firms. What makes this partnership different is offering an in-person intake, screening, education, and document organization in the Philippines (Angeles City & Makati offices). I help you gather records, use our analytics to explain your options clearly and in person, in order to file your returns and FBAR. This way, you get trusted face-to-face support without remote hassle, with the latest tax software from one of the top CPA firms. This includes maximizing your potential deductions and minimizing your audit risk, all done by US-licensed professionals. You stay in control of every decision.

This optional segregated process (PH intake/screening by me + US CPA prep/sign-off) ensures faster, error-free processing, full transparency, and clear options laid out so you make informed decisions. You can always skip this step and file with our trusted CPA directly

Financial stress including tax confusion and backlogged filings is a major contributor to veteran suicide risk (17+ per day). Many overseas vets delay filing due to fear or conflicting advice. I start with a calm, no-pressure conversation to clarify what applies to you, empowering you to choose the right path for your family.

Core Tax & FBAR Services

• US expat tax returns
  Preparation of Form 1040 including foreign income exclusions, credits, and offshore reporting requirements.
• FBAR (FinCEN Form 114)
  Help gathering foreign bank and account records, explaining filing rules, and organizing documentation for submission.
• Catch-up filings for non-filers
  Support through Streamlined Filing Compliance Procedures and late return preparation to reduce penalties.
• Foreign Earned Income Exclusion & Foreign Tax Credit
  Guidance on eligibility and claiming to minimize U.S. tax liability.

In-Person & Low-Tech Support

• In-person intake process
  Physical offices in Angeles City and Makati walk in, drop off documents, discuss face-to-face.
• Low-tech friendly
  Designed for veterans who prefer avoiding complicated online portals or video calls.
• Who performs the filing?
  Partnered with licensed U.S. CPAs for preparation, review, e-filing, and sign-off.

Scope, Cost & Questions

• Scope
  Strictly U.S. federal tax and FBAR compliance - no Philippine local tax services.
• Cost
  Flat fee (negotiable) no percentages of refunds, no upsells, no hidden charges.
• Still have questions?
  Message @VCAnalyticsCPA on X or email vcanalytics@pm.me for quick answers.

Frequently Asked Questions

• Do I have to file US taxes if I live in the Philippines?
  It depends on your income, filing status, and foreign accounts. Many expats qualify for exclusions, but FBAR reporting is separate and required if foreign accounts exceed $10,000.
• What if I haven't filed for several years?
  We screen your situation first. The Streamlined Filing Compliance Procedures often allow catch-up filing with reduced or no penalties for non-willful cases.
• Who actually prepares and signs my tax return?
  My US CPA partner prepares and electronically signs the returns and FBAR. I handle intake, document collection, and screening only.
• Is this reputable and trustworthy?
  Yes. I am an active Texas CPA. All final tax work is done by licensed US CPAs. Transparency is our priority.
• Still have questions?
  Come in for a no-pressure face-to-face conversation. We'll review your situation together and empower you to make the best decision.