Resources
A centralized library of client tools, organizers, checklists, and essential documents designed to support accurate tax preparation and cross‑border compliance
List of Services
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Individual Tax Organizer
A comprehensive, professional organizer designed for U.S.–Korea cross‑border taxpayers, high‑income individuals, and clients with complex investments.
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Business Tax Organizer
The Hanmi CPA Business Tax Organizers are professional documents designed to accurately and systematically collect all tax and accounting information required for S‑Corporations, Partnerships, and C‑Corporations.
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FBAR Checklist (FinCEN Form 114)
Identify all foreign financial accounts that must be reported to FinCEN when the aggregate maximum balance exceeds $10,000 at any time during the year.
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FATCA Checklist (Form 8938 — Specified Foreign Financial Assets)
Identify all specified foreign financial assets that must be reported to the IRS on Form 8938 when the taxpayer meets the filing thresholds.
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PFIC Checklist
To determine whether a foreign fund qualifies as a PFIC, to select the appropriate PFIC taxation method (QEF / MTM / Default), and to confirm whether Form 8621 must be filed.
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IRS Forms & Useful LinksList Item 1
A curated collection of key IRS forms, publications, and official resources to help you access accurate filing information and stay compliant with federal tax requirements.