Our Services and Fees

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For Americans living abroad - covers your U.S. return, foreign income exclusions or credits, and overseas account reporting.

✔ Basics: Federal return, deductions, interest/dividends, one small business, capital gain or loss transactions

✔ Expat Must-Haves: Foreign income Exclusion (2555) & Foreign Tax Credit (1116), One FBAR, Form 8938 (if applicable)

✔ Extras: Extension to October 15, tax estimates, e-filing

For foreigners with U.S. income - handles your U.S. tax duties and treaty perks, plus a state return if needed.

✔ Basics: Nonresident return (1040-NR), deductions

✔ Nonresident Needs: Treaty claims or visa exemptions (8833, 8840, 8843)

✔ Extras: One State return, extension to October 15, e-filing

For U.S. residents with foreign ties - your standard return plus credits or small business income.

✔ Basics: Federal return, deductions, interest/dividends, one small business, capital gain or loss transactions

✔ Domestic Perks: Credits calculated, one state return, one FBAR, Form 8938 (if applicable)

✔ Extras: Extension to October 15, tax estimates, e-filing

For foreign-owned U.S. LLCs - keeps your IRS filings compliant without penalties.

✔ Basics: Business return and ownership reporting (1120-DE, 5472)

✔ Extras: fax submission on your behalf, extension to avoid late fees

For catching up penalty-free - fixes past U.S. returns and overseas account reports.

Package Includes:

✔ 3 Years of Tax Returns (1040)
✔ 6 Years of FBARs (Foreign Bank Account Reports)
✔ Review of Reasonable Cause Statement

For ex-U.S. citizens - closes out past tax obligations after renouncing citizenship.

Package Includes:

✔ 6 Years of Tax Returns
✔ 6 Years of FBARs (Foreign Bank Account Reports)
✔ Form 8854 (Expatriation Statement)

• More small business or rentals: $100 each
• Extra state returns: $150
• ITIN application: $250
• Gift tax: $500
• Fixing old returns: Form $350

• Foreign investments (PFIC - 8621): $75
• Extra FBAR (114): $100

•  Form 3520 & 3520-A (Foreign Trusts): $750
• Form 3520 (Reporting gifts from Non U.S. persons): $250
• Form 5471 (Foreign Corporations): $600 
• Form 5472 (Foreign-Owned U.S. LLC): $500
• Form 8858 (Foreign Disregarded Entity): $300
• Form 8865 (Foreign Partnership): $550