FBAR / FinCEN 114 questions
Canadian accounts may create U.S. reporting questions that need confirmed facts.
U.S. tax and FinCEN questions need careful triage.
For U.S. citizens in Canada, green-card holders, Canadian residents with U.S. reporting questions, and households unsure whether FBAR/FinCEN 114, U.S. filing, or specialist referral is needed. Stiller Financial may help organize facts and scope, but complex U.S. tax, treaty, legal, estate, or business issues may require a U.S. CPA, EA, tax lawyer, or cross-border specialist.
Where cross-border tax questions can become risky.
Scope matters. Some questions can be organized for filing support; others should be referred to a U.S. CPA, EA, tax lawyer, or cross-border specialist.
U.S. citizens in Canada
Citizenship, residency, account ownership, and filing history can affect scope.
Green-card holders
Status, residency, and filing obligations may need professional review.
Referral boundaries
Treaty, legal, estate, business, or complex cross-border matters may require specialist help.
Not sure where to start? Send us a quick note.
Send your name, email, and a short note. The office can route the next step without asking you to send sensitive documents through the website.
Start with scope, facts, and referral boundaries.
The first step is to clarify what facts are known, what documents exist, and whether the matter fits support or needs referral.
Straightforward filing support
Confirm facts, records, filing years, and scope.
FBAR / FinCEN fact gathering and triage
Confirm account facts, thresholds, ownership, and reporting path before referral or preparation.
Refer or coordinate
Citizenship, residency, treaty, legal, estate, business, or unresolved tax matters may need a U.S. CPA, EA, tax lawyer, or specialist.
What Stiller Financial does differently.
The conversation is deliberately cautious: organize the facts, identify scope, then decide whether support, coordination, or referral is appropriate.
- 01
Confirm the facts
Citizenship, residency, account ownership, filing years, and document availability.
- 02
Classify the question
Filing support, FinCEN scope review, cross-border planning, legal/treaty issue, or referral.
- 03
Choose the safe route
Use secure document handling and professional referral where the question is outside scope.
Helpful preparation resources
Prepare citizenship, residency, account, filing, and document questions before scope is confirmed.
View worksheet
Confirm what belongs in planning, filing support, secure upload, or referral.
Review route
Use a short note or call to confirm whether the question fits support or referral.
Start safelyNot sure where to start? Send us a quick note.
Send your name, email, and a short note. The office can route the next step without asking you to send sensitive documents through the website.