Engagement Options
Form 5471 Review Services
International information reporting is complex and high-stakes. You already know the penalties and everything. Our review services focus on identifying issues before filing so you can address them proactively.
Final pricing depends on the number of forms, entities, and tax years involved. Scope is confirmed before work begins.
Basic Review
Best for
Single form with straightforward facts.
Includes
- Completeness check for required schedules
- Identification of obvious errors and omissions
- Internal consistency scan
- Summary of key findings
Deliverable
Brief written findings with a list of issues to address.
Intermediate Review
Best for
More complex filings or multiple international forms.
Includes
- Everything in Basic Review
- Deeper schedule-by-schedule consistency review
- Category and ownership issue review
- Identification of common technical problem areas
Deliverable
Written findings with prioritized recommendations.
Advanced Review
Best for
Higher-risk filings, complex ownership structures, or multiple years.
Includes
- Everything in Intermediate Review
- Technical issue review (as applicable), including:
- Category determinations
- CFC considerations
- GILTI / Subpart F indicators
- One follow-up Q&A round (written or call)
Deliverable
Detailed memo-style findings.
Advanced Plus Review
Best for
Highly complex or urgent filings.
Includes
- Everything in Advanced Review
- Expedited turnaround (when available)
- Extended reviewer support
Deliverable
Detailed written findings plus follow-up support.
Not Sure Which Review You Need?
We're Happy to Help
Tell us about your situation and we'll recommend the right scope of review.
Contact Us