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MMake MORE Money and help your clients
stay out of trouble
with the IRS!


See video for our updated toolkit!

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Done-for-you toolbox with Organizer, Templates, Cheat Sheets and more. 

The IRS is aggressively looking for taxpayers who don't report their foreign accounts, willfully or not.  They are also looking at tax professionals to see what guidance they provided to their clients.  

In our global world, you must properly interview ALL clients and document, document, document.  Gone are the days you can ask one question "Do you have a foreign bank account?" and be done.

You want to properly serve your clients, and of course, you want to protect yourself.  The penalties often start at $10,000/year, and can go upwards of hundreds of thousands of dollars -- just for missing a few forms!  Between limited IRS guidance, changes brought on by recent Tax Acts, and misinformation all over the internet, your head is swirling. 


The answer:

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A sample of what you'll find inside
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and much more...

Who is this for?

  • Tax Professionals - Enrolled Agents, CPAs, Attorneys, Tax Preparers -- anyone who touches a tax return!

  • Assistants and Interviewers in your office who talk to clients before they meet with a preparer.

What you can expect:

  • Get powerful tools to organize your intake, document your client interviews, and be able to properly report your clients' foreign financial accounts.

  • Learn how to get more done in less time.

  • Have ready answers for your clients' questions.

  • You will be able to increase your billing for this extra work -- you'll be making more money with the same clients! 


Plus, You'll Also Get All of This:

  • Done-for-you due diligence forms to document the exact questions you asked your clients, and their responses.  There's even a dedicated Organizer so you don't have to reinvent the wheel.

  • Worksheets and examples for Residency calculations and Foreign Gifts/Inheritances, etc.


  • Templates for Foreign Financial accounts (2020, 2021 and 2022).  You can give these to your client to complete, and this will save you hours of work.

  • Foreign Financial Account Organizer, Checklists, Cheat Sheets and more.

  • Resource Directory with Tools & Resources.

All of this content in the package has been created for the working tax professional in plain English and easy to understand.  

These are not videos - these are the actual forms you can use TODAY and every day in your tax office - whether you meet clients in person or remotely.  Save yourself days of work and billable hours - we've done it for you.  You just have to show up and use it!

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Regular Price $149

Save $20!

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Only $129
Instant Digital Download


Due to the digital nature of our products, we are unable to offer any returns or refunds.

If you have a problem, please send us an email at and you will get a response within 24 hours.  We are more than happy to assist you.

It's here! Our latest release!

Click on the image to learn more

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