Trusted US Expat Tax and FBAR Intake & Screening in the Philippines
In-person tax and FBAR support for American veterans and expats abroad.
Saving Veterans One Claim at a Time Through Advocacy, Education, and Exposing Fraud, Waste, and Abuse.
Sponsored by VCAnalytics.ai Veterans Claims Analytics
I am Monte Fisher, CPA (active Texas license). What makes us different is that my role is to offer 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, in order to forward a complete, organized package to my licensed US CPA partner in Texas. He prepares, reviews,
and signs the actual returns and FBAR. This way, you get trusted face-to-face support without remote hassle, and the final work is done by a US-licensed professional. 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 alwyas 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
VCAnalytics.ai bundled insights Free VA claims data overview added to every service package. See our claims analytics here.
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 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.