Clear, Flat-Fee Pricing You Can Trust
No surprises. No hourly rates. Just expert tax services starting at $550.
Expat Package — Starting at $550
| Form Schedule | Description | Included |
|---|---|---|
| FinCEN Form 114 (FBAR) | Reporting of unlimited foreign bank and financial accounts | Unlimited Accounts |
| Form 1040-ES | Estimated Tax Calculation and Payment Vouchers (if applicable) | |
| Form 1040 | U.S. Individual Income Tax Return | |
| Schedule 1 | Additional Income and Adjustments to Income | |
| Schedule 2 | Additional Taxes | |
| Schedule 3 | Additional Credits and Payments | |
| Schedule A | Itemized Deductions | |
| Schedule B | Interest and Ordinary Dividends | |
| Schedule C | Profit or Loss from Business (self-employment or single-member LLC) | First business included (each additional business at extra cost) |
| Schedule D | Capital Gains and Losses | Unlimited Transactions |
| Form 8949 | Sales and Other Dispositions of Capital Assets | |
| Schedule E | Supplemental Income and Loss (Rentals, Royalties, etc.) | Up to 2 rental properties or K-1s included (additional at extra cost) |
| Form 1116 | Foreign Tax Credit | |
| Form 2441 | Child and Dependent Care Expenses (if applicable) | |
| Form 2555 | Foreign Earned Income Exclusion | |
| Form 5695 | Residential Energy Credits (if applicable) | |
| Form 6251 | Alternative Minimum Tax – Individuals (if applicable) | |
| Form 8582 | Passive Activity Loss Limitations | |
| Schedule 8812 | Credits for Qualifying Children and Other Dependents | |
| Form 8995-A | Qualified Business Income Deduction (if applicable) | |
| Form 8960 | Net Investment Income Tax (if applicable) | |
| Form 8938 | Reporting of unlimited specified foreign financial accounts | Unlimited Accounts |
| Federal Extension | Automatic extension filing to October 15 | |
| E-Filing | Secure electronic filing of your tax returns | |
Add-ons
| Form Schedule | Description | Included |
|---|---|---|
| Schedule C | Additional Profit or Loss from Business (self-employment or single-member LLC) | $100 |
| Schedule E | Additional properties/K-1s | $100 |
| State Income Tax Return | Extra state income tax return | $150 |
| Form 8621 | Information Return by a Shareholder of a Passive Foreign Investment Company | $75 |
| Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | $200 |
| Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner | $300 |
| Form 5471 | Information Return of U.S. Persons With Respect To Certain Foreign Corporations | $500 |
| Form 8858 | Information Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches | $300 |
| Form 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships | $500 |
| Form 709 | U.S. Gift Tax Return | $300 |
| Form W-7 | Application for IRS Individual Taxpayer Identification Number | $200 |
| Form 1040-X | Amended U.S. Individual Income Tax Return | Request Custom Quote |
Nonresidents Package — Starting at $550
| Form Schedule | Description | Included |
|---|---|---|
| Form 1040-NR | U.S. Nonresident Alien Income Tax Return | |
| Schedule NEC | Tax on Income Not Effectively Connected With a U.S. Trade or Business | |
| Schedule OI | Other Information | |
| Schedule 1 | Additional Income and Adjustments to Income | |
| Schedule A | Itemized Deductions | |
| Schedule E | Supplemental Income and Loss (Rentals, Royalties, Partnerships, S-corps, Estates, Trusts, etc.) | Up to 2 rental properties or K-1s included (additional properties/K-1s at extra cost) |
| Form 8582 | Passive Activity Loss Limitations | |
| Form 8833 | Treaty-Based Return Position Disclosure | |
| Form 8840 | Closer Connection Exception Statement for Aliens | |
| Form 8843 | Statement for Exempt Individuals (F, J, M, Q visas) | |
| Federal Extension | Automatic extension filing to October 15 | |
| State Income Tax Return | State and local income tax return | One state tax return included (additional states at extra cost) |
| E-Filing | Secure electronic filing of your tax returns (if qualified) | |
Add-ons
| Form Schedule | Description | Included |
|---|---|---|
| Schedule C | Additional Profit or Loss from Business (self-employment or single-member LLC) | $100 |
| Schedule E | Additional properties/K-1s | $100 |
| State Income Tax Return | Extra state income tax return | $150 |
| Form W-7 | Application for IRS Individual Taxpayer Identification Number | $200 |
Domestic Package — Starting at $550
| Form Schedule | Description | Included |
|---|---|---|
| FinCEN Form 114 (FBAR) | Reporting of unlimited foreign bank and financial accounts | Unlimited Accounts |
| Form 1040-ES | Estimated Tax Calculation and Payment Vouchers (if applicable) | |
| Form 1040 | U.S. Individual Income Tax Return | |
| Schedule 1 | Additional Income and Adjustments to Income | |
| Schedule 2 | Additional Taxes | |
| Schedule 3 | Additional Credits and Payments | |
| Schedule A | Itemized Deductions | |
| Schedule B | Interest and Ordinary Dividends | |
| Schedule C | Profit or Loss from Business (self-employment or single-member LLC) | First business included (each additional business at extra cost) |
| Schedule D | Capital Gains and Losses | Unlimited Transactions |
| Form 8949 | Sales and Other Dispositions of Capital Assets | |
| Schedule E | Supplemental Income and Loss (Rentals, Royalties, Partnerships, S-corps, Estates, Trusts, etc.) | Up to 2 rental properties or K-1s included (additional properties/K-1s at extra cost) |
| Form 1116 | Foreign Tax Credit | |
| Form 2441 | Child and Dependent Care Expenses (if applicable) | |
| Form 5695 | Residential Energy Credits (if applicable) | |
| Form 6251 | Alternative Minimum Tax – Individuals (if applicable) | |
| Form 8582 | Passive Activity Loss Limitations | |
| Schedule 8812 | Credits for Qualifying Children and Other Dependents (if applicable) | |
| Form 8995-A | Qualified Business Income Deduction (if applicable) | |
| Form 8960 | Net Investment Income Tax (if applicable) | |
| Form 8938 | Reporting of unlimited specified foreign financial accounts | Unlimited Accounts |
| Form 8962 | Premium Tax Credit | |
| Federal Extension | Automatic extension filing to October 15 | |
| State Income Tax Return | State and local income tax return | One state tax return included (additional states at extra cost) |
| E-Filing | Secure electronic filing of your tax returns | |
Add-ons
| Form Schedule | Description | Included |
|---|---|---|
| Schedule C | Additional Profit or Loss from Business (self-employment or single-member LLC) | $100 |
| Schedule E | Additional properties/K-1s | $100 |
| State Income Tax Return | Extra state income tax return | $150 |
| Form 8621 | Information Return by a Shareholder of a Passive Foreign Investment Company | $75 |
| Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | $200 |
| Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner | $300 |
| Form 5471 | Information Return of U.S. Persons With Respect To Certain Foreign Corporations | $500 |
| Form 8858 | Information Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches | $300 |
| Form 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships | $500 |
| Form 709 | U.S. Gift Tax Return | $300 |
| Form W-7 | Application for IRS Individual Taxpayer Identification Number | $200 |
| Form 1040-X | Amended U.S. Individual Income Tax Return | Request custom quote |
Foreign-owned U.S. single-member LLCs — Starting at $450
| Form Schedule | Description | Included |
|---|---|---|
| Form 1120 | Pro-forma Form 1120 (Foreign-owned U.S. Single-Member LLC) | |
| Form 5472 | Information Return of a 25% Foreign-Owned U.S. Corporation or Foreign-Owned Single-Member LLC | |
| Federal Extension | Automatic extension filing to October 15 | |
| Submission | Secure fax submission of your tax returns to the IRS processing center. | |
Streamlined Package — Starting at $1950
| Form Schedule | Description | Included |
|---|---|---|
| FinCEN Form 114 (FBAR) | Reporting of unlimited foreign bank and financial accounts (separate filing) | 6 years included – unlimited accounts |
| Form 14653 | Certification by U.S. Person Residing Outside of the U.S. (if applicable) | |
| Form 14654 | Certification by U.S. Person Residing in the U.S. (if applicable) | |
| Form 1040 | U.S. Individual Income Tax Return | 3 years included |
| Schedule 1 | Additional Income and Adjustments to Income | |
| Schedule 2 | Additional Taxes | |
| Schedule 3 | Additional Credits and Payments | |
| Schedule A | Itemized Deductions | |
| Schedule B | Interest and Ordinary Dividends | |
| Schedule C | Profit or Loss from Business (self-employment or single-member LLC) | First business included (each additional business at extra cost) |
| Schedule D | Capital Gains and Losses | Unlimited Transactions |
| Form 8949 | Sales and Other Dispositions of Capital Assets | |
| Schedule E | Supplemental Income and Loss (Rentals, Royalties, Partnerships, S-corps, Estates, Trusts, etc.) | Up to 2 rental properties or K-1s included (additional properties/K-1s at extra cost) |
| Form 1116 | Foreign Tax Credit | |
| Form 2441 | Child and Dependent Care Expenses (if applicable) | |
| Form 2555 | Foreign Earned Income Exclusion | |
| Form 5695 | Residential Energy Credits (if applicable) | |
| Form 6251 | Alternative Minimum Tax – Individuals (if applicable) | |
| Form 8582 | Passive Activity Loss Limitations | |
| Schedule 8812 | Credits for Qualifying Children and Other Dependents (if applicable) | |
| Form 8995-A | Qualified Business Income Deduction (if applicable) | |
| Form 8960 | Net Investment Income Tax (if applicable) | |
| Form 8938 | Reporting of unlimited specified foreign financial accounts | Unlimited Accounts |
| Package Assembly & Filing Instructions | Clear instructions provided, including the required IRS address for streamlined submissions | |
Add-ons
| Form Schedule | Description | Included |
|---|---|---|
| Schedule C | Additional Profit or Loss from Business (self-employment or single-member LLC) | $100 |
| Schedule E | Additional properties/K-1s | $100 |
| State Income Tax Return | Extra state income tax return | $150 |
| Form 8621 | Information Return by a Shareholder of a Passive Foreign Investment Company | $75 |
| Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | $200 |
| Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner | $300 |
| Form 5471 | Information Return of U.S. Persons With Respect To Certain Foreign Corporations | $500 |
| Form 8858 | Information Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches | $300 |
| Form 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships | $500 |
| Form 709 | U.S. Gift Tax Return | $300 |
| Form W-7 | Application for IRS Individual Taxpayer Identification Number | $200 |
Relief Procedures for Certain Former Citizens — Starting at $3500
| Form Schedule | Description | Included |
|---|---|---|
| FinCEN Form 114 (FBAR) | Reporting of unlimited foreign bank and financial accounts (separate filing) | 6 years included - unlimited accounts |
| Form 1040 | U.S. Individual Income Tax Return | 6 years included |
| Schedule 1 | Additional Income and Adjustments to Income | |
| Schedule 2 | Additional Taxes | |
| Schedule 3 | Additional Credits and Payments | |
| Schedule A | Itemized Deductions | |
| Schedule B | Interest and Ordinary Dividends | |
| Schedule C | Profit or Loss from Business (self-employment or single-member LLC) | First business included (each additional business at extra cost) |
| Schedule D | Capital Gains and Losses | Unlimited Transactions |
| Form 8949 | Sales and Other Dispositions of Capital Assets | |
| Schedule E | Supplemental Income and Loss (Rentals, Royalties, Partnerships, S-corps, Estates, Trusts, etc.) | Up to 2 rental properties or K-1s included (additional properties/K-1s at extra cost) |
| Form 1116 | Foreign Tax Credit | |
| Form 2441 | Child and Dependent Care Expenses (if applicable) | |
| Form 2555 | Foreign Earned Income Exclusion | |
| Form 5695 | Residential Energy Credits (if applicable) | |
| Form 6251 | Alternative Minimum Tax – Individuals (if applicable) | |
| Form 8582 | Passive Activity Loss Limitations | |
| Schedule 8812 | Credits for Qualifying Children and Other Dependents (if applicable) | |
| Form 8995-A | Qualified Business Income Deduction (if applicable) | |
| Form 8960 | Net Investment Income Tax (if applicable) | |
| Form 8938 | Reporting of unlimited specified foreign financial accounts | Unlimited Accounts |
| Form 8854 | Initial and Annual Expatriation Statement | |
| Package Assembly & Filing Instructions | Clear instructions provided, including required IRS addresses and filing procedures specific to expatriation submissions. | |
Add-ons
| Form Schedule | Description | Included |
|---|---|---|
| Schedule C | Additional Profit or Loss from Business (self-employment or single-member LLC) | $100 |
| Schedule E | Additional properties/K-1s | $100 |
| State Income Tax Return | Extra state income tax return | $150 |
| Form 8621 | Information Return by a Shareholder of a Passive Foreign Investment Company | $75 |
| Form 3520 | Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts | $200 |
| Form 3520-A | Annual Information Return of Foreign Trust With a U.S. Owner | $300 |
| Form 5471 | Information Return of U.S. Persons With Respect To Certain Foreign Corporations | $500 |
| Form 8858 | Information Return of U.S. Persons With Respect to Foreign Disregarded Entities and Foreign Branches | $300 |
| Form 8865 | Return of U.S. Persons With Respect to Certain Foreign Partnerships | $500 |
| Form 709 | U.S. Gift Tax Return | $300 |
| Form W-7 | Application for IRS Individual Taxpayer Identification Number | $200 |