We believe in transparent, value-based pricing that reflects the complexity and expertise required for accurate international and U.S. tax compliance. Below is a schedule of our fees for common services. As each taxpayer's situation is unique, these prices are estimates. A final, fixed-fee quote will be provided after an initial consultation.
Individual & Expat Tax Services
| Service |
Fee (Starting From) |
| Form 1040 - U.S. Individual Tax Return (Expat)For U.S. citizens or residents abroad. Includes Form 2555 (FEIE) and/or Form 1116 (FTC). Schedule E and Schedule C |
$500 |
| Form 1040-NR - U.S. Nonresident Alien Tax ReturnFor non-U.S. persons with U.S. source income. Schedule E and Schedule C |
$500 |
| State Tax ReturnRequired for individuals with ongoing filing obligations in a specific U.S. state. |
$150 |
| Form 1040-X - Amended U.S. Individual Tax ReturnTo correct a previously filed tax return. Price varies with complexity. |
$550 |
| Schedule C - Profit or Loss from BusinessFor sole proprietors and single-member LLCs. |
$150 |
| Schedule E - Supplemental Income and LossFor rental real estate, royalties, partnerships, S corporations, estates, and trusts. |
$150 |
International Information Reporting
| Service |
Fee (Starting From) |
| FinCEN Form 114 (FBAR)Report of Foreign Bank and Financial Accounts. (Up to 5 accounts) |
$100 |
| Form 8938 (FATCA)Statement of Specified Foreign Financial Assets. (Up to 5 assets) |
$120 |
| Form 8621 (PFIC)Return by a Shareholder of a Passive Foreign Investment Company. (Per fund/holding) |
$250 |
| Form 8833 - Treaty-Based Return Position DisclosureTo claim benefits or exemptions under a U.S. tax treaty. |
$300 |
| Form 3520 - Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign GiftsFor reporting foreign gifts, inheritances, or trusts. Price varies with complexity. |
$325 |
Advanced Corporate & Foreign Entity Reporting
| Service |
Fee (Starting From) |
| Form 5471 - Information Return of U.S. Persons With Respect To Certain Foreign CorporationsHighly complex reporting for owners of foreign corporations. |
$650 |
| Form 8865 - Return of U.S. Persons With Respect To Certain Foreign PartnershipsFor U.S. partners in foreign partnerships. |
$650 |
| Form 8858 - Information Return of U.S. Persons With Respect To Foreign Disregarded Entities (FDEs)For owners of foreign single-member LLCs or similar entities. |
$500 |
| Form 5472 - Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or BusinessReports transactions between a U.S. corporation and its foreign owners. |
$450 |
U.S. Business & Corporate Tax Services
| Service |
Fee (Starting From) |
| Form 1065 - U.S. Return of Partnership IncomeFor domestic partnerships. |
$800 |
| Form 1120-S - U.S. Income Tax Return for an S CorporationFor corporations that have elected S Corp status. |
$800 |
| Form 1120 - U.S. Corporation Income Tax ReturnFor domestic C corporations. |
$1200 |
| Form 1120-F - U.S. Income Tax Return of a Foreign CorporationFor foreign corporations with U.S. business activities. |
$2,500 |
| Forms 8804 - Annual Return for Partnership Withholding TaxFor partnerships with foreign partners. |
$400 |
| Forms 8805 - Foreign Partner's Information Statement Withholding TaxFor each foreign partner. |
$250 |
| Forms 8813 - Partnership Withholding Tax Voucher For each foreign partner quarterly payment.. |
$150 |
Estate & Gift Tax Services
| Service |
Fee (Starting From) |
| Form 709 - United States Gift and Generation-Skipping Transfer Tax ReturnFor reporting large gifts and generation-skipping transfers. |
$400 |
| Form 706-NA - United States Estate and Generation-Skipping Transfer Tax Return for Nonresident AliensFor estates of non-U.S. citizens/nonresidents with U.S. assets. |
$1,500 |
Consulting & Additional Services
| Service |
Fee |
| Form W-7 - ITIN ApplicationApplication for an IRS Individual Taxpayer Identification Number. |
$250 |
| CPA Tax Planning & ConsultationStrategic advice on entity structuring, expatriation, tax treaties, and cross-border transactions. |
$350 per hour |
| Tax ResearchIn-depth research on complex tax matters with a formal written memorandum. |
Billed hourly |
| IRS RepresentationRepresentation before the IRS for audits, notices, and compliance matters. Requires a Power of Attorney. |
Billed hourly |
Disclaimer: The fees listed above are estimates for standard situations and are subject to change. Additional fees may apply for returns with high complexity, multiple states, extensive bookkeeping, or additional schedules and forms.
