Exit Valuation, Simplified
Document your assets' fair market value for IRS Form 8854 with professional-grade tools designed for U.S. expatriation compliance.
Part of the Xcape Expatriation SuiteTotal Asset Value
Example$2,847,320
Built to Align With
IRS Form 8854
Section C reporting
AICPA SSVS No. 1
Valuation methodology
ECB Reference Rates
Daily FX data
Treas. Reg. §1.877A
Mark-to-market basis
Everything You Need
Comprehensive tools to manage the entire valuation process from assessment to IRS filing.
Accurate Valuations
Professional-grade asset valuation tools with automatic FX rate integration
IRS Compliant
Built specifically for Form 8854 expatriation compliance requirements
Expert Integration
Seamless workflow for managing independent appraisals and expert reviews
Save Time
Streamline your exit valuation process with automated calculations and reporting
How It Works
Four simple steps to complete your exit valuation documentation
Enter Assets
Add your assets and their fair market values with multi-currency support
Review Flags
System identifies hard-to-value assets requiring expert appraisal
Upload Docs
Attach supporting documentation and evidence for each valuation
Generate Reports
Create comprehensive Section C reports ready for IRS filing
Filing-ready reports, every time
Each valuation flows directly into a Section C asset summary aligned with Form 8854 instructions — itemized FMV in USD, basis, gain/loss, and supporting evidence references. Export to PDF for your attorney or attach to your return as-is.
- Per-asset FMV, basis, and built-in gain
- Auto-converted to USD with date-stamped FX rates
- Evidence and methodology references for every line
- Reviewed-by-expert flag for hard-to-value assets
Form 8854 — Section C
Asset Summary Report
| Asset | FMV (USD) | Basis |
|---|---|---|
| Acme Holdings Pty Ltd | $1,240,000 | $420,000 |
| Brokerage — IBKR | $892,400 | $601,200 |
| London Flat (W1) | $714,920 | $540,000 |
| Total | $2,847,320 | $1,561,200 |
Trusted by Expatriating Professionals
Tax attorneys, CPAs, and expatriating taxpayers use Xcape Valuate to document Form 8854 valuations.
Cut a 12-hour spreadsheet exercise down to an afternoon. The FX dating and audit trail are exactly what my reviewers ask for.
Marina K.
CPA · International Tax · New York, NY
I needed Section C output that matches the IRS instructions verbatim. The export was filing-ready — no reformatting in Word.
David R.
Expatriating Client · San Francisco, CA
The hard-to-value asset flag caught two private holdings I would have under-documented. Worth the subscription on its own.
A. Thornton
Tax Attorney · London, UK
Simple Pricing
One plan, everything included. No hidden fees.
Xcape Valuate
- Professional asset valuation tools
- Automatic FX rate integration
- IRS Form 8854 compliance
- Expert review integration
- Document management
- Multi-asset class support
Billed monthly. Cancel anytime to stop future charges.
Subscription fees are non-refundable except where required by law. See payment terms.
Our Expatriation Suite
Explore our tools designed for every stage of U.S. expatriation
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AES-256 at rest
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Daily backups
Point-in-time recovery
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