NRI Tax services

U.S./India Tax Compliance

IRS reporting for Indian assets

FBAR • FATCA • PFIC

U.S. citizens, green card holders & visa holders (H-1B, L-1, F-1) — we make IRS compliance simple.

Transparent pricing thereafter | Plans start at $99

Why Tax planning matters for NRIs

Stay IRS-compliant while holding Indian assets

If you have NRE/NRO accounts, mutual funds, PPF, EPF, rental property, or LIC policies in India — the IRS requires disclosure, even when income is tax-free in India. We help you file FBAR, FATCA (Form 8938), and PFIC (Form 8621) accurately.

What's Included

Secure document upload
IRS-compliant form preparation (FinCEN 114, 8938, 8621)
Expert review & support (India-US treaty specialists)
Finalized IRS-ready forms
Free initial consultation to assess your exposure

Estimated Time

2–4 Weeks

Docs Needed

6+ Documents

IRS Compliance

FBAR, FATCA, PFIC

First Step

Free consult

Documents Checklist

NRE/NRO/FD Statements (interest counts even if accrued)
Demat or Investment Account Breakdown (stocks, mutual funds)
Mutual Fund Value (active or inactive — both required)
Rental Property Proof (income & expenses)
PPF/EPF Yearly Growth (PPF is taxable in U.S.)
LIC or Assurance Policies (Growth + premium receipts)
U.S. Tax Return (if available from prior year)

The PFIC trap most NRIs miss:

Most Indian mutual funds, ETFs, and ULIPs are treated as Passive Foreign Investment Companies (PFICs) by the IRS. Each fund generally requires a separate Form 8621. We handle the complex Mark-to-Market or excess distribution calculations so you stay compliant without overpaying. Book your free consultation to understand your PFIC exposure.

Service Highlights

Forms we prepar: FBAR (FinCEN 114), FATCA (Form 8938), PFIC (Form 8621)

Avoid penalties, double-taxation & costly misfiling. Start with a free consultation — no strings attached.

Free consult: Schedule a 30-min call. We'll analyze your Indian assets (NRE, PPF, mutual funds, etc.) and map out exactly which forms you need - no charge, no obligation.
Upload documents : Share your Indian account statements, Demat summaries, and prior U.S. tax return (if any) via our secure portal.
Preparation & review : Our India-US team prepares IRS-ready forms with treaty considerations and PFIC elections (Mark-to-Market).
File with confidence : You review, sign, and file. We’re available for IRS correspondence and future year planning.

⏱ Typical turnaround after engagement: 2–4 weeks | 📄 First consultation: free & confidential

Enquire About U.S./India Tax Compliance

Pricing

First consultation free — then choose the plan that fits

best for basic reporting

FBAR Only

$99.00

one-time

For foreign accounts under $50k total value, no PFIC/FATCA requirement.

includes FATCA

FBAR + FATCA

$199.00

For Demat accounts, foreign stocks, but no mutual funds (or de minimis PFIC).

full PFIC compliance

Full Compliance (incl. PFIC)

$399.00+

Mutual funds, ULIPs, multiple PFICs — complete IRS defense.

Every engagement starts with a free, no-pressure 30-min consultation to review your Indian assets and IRS exposure. Pricing confirmed only after you decide to move forward.

Common Questions

Frequently Asked Questions

Find answers to commonly asked questions about our services and how we can help you with your NRI financial needs.

Is the first consultation really free? Any hidden fees?

Yes, absolutely free. You’ll speak with a specialist who understands India-US tax rules. We’ll review your assets, explain FBAR/FATCA/PFIC requirements, and provide next steps. No billing unless you decide to engage us for filing.

I already pay tax in India. Do I still need to file in the U.S.?

Yes. The U.S. taxes worldwide income. You can claim Foreign Tax Credits (Form 1116) to avoid double taxation on the same income we explain this during the free consult.

My NRE account interest is tax-free in India. Is it taxable in the U.S.?

Yes. NRE interest is taxable by the IRS and must be reported on FBAR & FATCA. However, you might use treaty positions for certain relief; we guide you.

What exactly is PFIC and why does it matter?

Most Indian mutual funds, ETFs, and ULIPs are PFICs. IRS rules require Form 8621, and without proper elections, you could face harsh taxation + interest. We handle the complex filing and recommend strategies.

I haven't filed previous years. Can I just start now?

Quiet disclosure is risky. We help evaluate eligibility for Streamlined Domestic Offshore Procedures (SDOP) or delinquent submission procedures to minimize penalties discussed in your free consult.

Do I need to file PFIC for every mutual fund?

Generally, each fund requires a separate Form 8621. We help aggregate where possible and use Mark-to-Market election to simplify ongoing compliance. We’ll map this during your complimentary session.