── Solutions / Tax & Compliance
Foreign-asset filings, organized by an agent. Reviewed by your CPA.
US persons with foreign financial accounts face FBAR and Form 8938 reporting every year — high-stakes forms most preparers find tedious and most filers find opaque. deciqAI turns last year's return and this year's statements into a checklist, anomaly report, and prefill draft you can act on.
How it works
Bring last year + this year
Upload last year's return (including FBAR/8938 if you filed them) and this year's bank or brokerage statements. The agent reads them and builds your personal account inventory.
See what's missing — and what changed
You get a personalized document checklist, filing-trigger flags for FBAR and Form 8938, and cross-year anomalies: an account you reported last year that's missing this year, a balance that jumped, a new account that creates a new obligation.
Draft, then hand off
Field-level prefill drafts for your self-filing — every value traced to a source document, every unconfirmed field flagged. Share the workspace with your CPA or EA for the final professional review and signature.
Who it's for
Green card & visa holders
Foreign bank accounts, brokerage accounts, retirement accounts, or family assets abroad — organized into one filing package instead of a March panic.
SMB founders with cross-border footprints
Entity interests and accounts in more than one country. The agent keeps the reporting inventory current year-round, not just at deadline time.
CPAs & EAs
Your clients arrive with organized, pre-classified documents and a machine-built checklist of what's still missing. You do the professional judgment — not the data entry chase.
What this is — and isn't
This is self-preparation software assistance. deciqAI organizes documents, checks completeness, and drafts form fields with every value traced to a source you provided. It does not give tax advice, does not decide filing positions, and does not prepare, sign, or file returns on your behalf. Judgment calls — PFIC treatment, foreign gifts, entity ownership — are flagged for you and your licensed professional, never answered by the software.
Questions about your specific situation belong with a licensed CPA, EA, or tax attorney.
For CPAs & EAs: a cleaner intake lane
Clients using deciqAI arrive with pre-classified documents, a completed checklist, and handoff notes listing exactly which judgment calls need you. If you serve clients with foreign assets and want an intake lane like this under your own brand, talk to us.
Stop dreading the foreign-asset season.
Upload last year's return and this year's statements — see your checklist in minutes.
Start free