Forms and Information
Below are a few of our 2018 information forms. Click on the image to view the intended document.
Foreign Tax Compliance Form
The US Treasury Department and the Internal Revenue Service have comprehensive regulations concerning the reporting of Taxpayers’ ownership of Foreign financial or investment accounts. Included within these regulations are severe penalties for not reporting the income from and/or ownership of these Foreign accounts. In order to complete your Federal Tax Return, we are requiring every Taxpayer ( & spouse if appropriate) to sign the attached Foreign Account Tax Compliance certification and return it to our office. If you do not have any Foreign financial accounts or investments, then please check the “I do NOT have the above described foreign accounts” line, sign the certification (both taxpayer & spouse) and return it to our office via fax 412-343-8814, scan & email to or through the US Postal Service. If you do have any Foreign Financial accounts or investments, then please check the “I do have the above described foreign accounts …” line, sign the certification (both taxpayer & spouse) and return it to our office via fax 412-343-8814, email to or through the US Postal Service. We will inform you of the specific information you will need to provide to us when we prepare your tax return. If you are unsure whether any of your investments would be classified as Foreign Financial accounts or investments, please call our office for assistance. Please return this certification as soon as possible.