Pricing

High-caliber U.S. tax work at competitive, flat pricing—one clear fee, no hidden costs along the way.

Every engagement is charted into one of three clear tracks—Individual Compliance, Business Compliance, and Advisory.

Individual Compliance (Form 1040, FBAR, 8938, 8621), Business Compliance (5471, 8865, 8858, 5472, 1120-F), and Advisory (projections, residency strategy, entity structuring, year-ahead planning, IRS notice response). You work directly with the senior accountant who signs your return, not a call-center intermediary. Because we operate entirely online—no brick-and-mortar offices, no layers of middle management—our flat fees reflect pure expertise, not overhead. The result: big-firm technical depth, boutique-level attention, and pricing that stays as lean as our operation.

Curious what it will cost? Scroll down for a transparent, line-by-line fee chart.

Our Price List

Contact us for additional pricing not listed below.

Service
Price
What it covers
Form 1040 – Expat Return
$ 395
U.S. individual income-tax return, incl. foreign earned income exclusion, foreign tax credit, and all standard schedules.
Form 1040NR – Non-Resident Return
$ 395
Income-tax return for non-resident aliens with U.S.-source income.
Dual-Status Return
$ 500
Combination 1040 + 1040NR for part-year residents / newcomers or leavers.
State Tax Return
$ 135
Any U.S. state or city income-tax return (flat rate per state).
Streamlined Filing Package
$ 1,250
3 prior-year 1040s, 6 FBARs, and non-wilful certification for IRS Streamlined program.
Form 5471 – Foreign Corporation
$ 525
Information return for U.S. shareholders of controlled foreign corporations (incl. Subpart F & basic GILTI).
Form 8865 – Foreign Partnership
$ 425
Reporting for U.S. owners of foreign partnerships; includes up to two K-1s.
Form 8858 – Foreign Disregarded Entity
$ 300
Information return for foreign single-member LLCs or branches.
Form 8992 – GILTI Calculation
$ 375
Global Intangible Low-Taxed Income computation and Form 8992 worksheet.
Form 8832 – Entity Classification Election
$ 150
Check-the-box election to treat an entity as corp / partnership / disregarded.
Section 962 Election Analysis & Statement
$ 500
Tax-benefit modeling and compliance statement for individual 962 election.
Form 5472 – 25 % Foreign-Owned U.S. Corp
$ 200
Related-party transactions disclosure for U.S. corporations.
Form 5472 – Foreign-Owned U.S. LLC
$ 300
Annual filing for single-member LLC owned by non-U.S. person.
Form 3520 – Foreign Trust / Large Gifts
$ 375
Report of foreign trusts & gifts / inheritances from non-U.S. persons.
Form 3520-A – Foreign Trust Return
$ 425
Annual information return for a foreign trust with a U.S. owner.
Form 709 – U.S. Gift Tax Return
$ 400
Reporting U.S. gift transfers and applying lifetime exclusion or annual exclusion.
Form 8854 – Expatriation Statement
$ 385
Exit-tax calculation and compliance statement for renouncing citizenship or surrendering green card.
Form 8621 – PFIC (per fund)
$ 175
Passive Foreign Investment Company reporting (Mark-to-Market, QEF or Excess Distribution).
Form 1065 – Partnership Return
$ 450
U.S. partnership return for domestic/foreign partnerships; includes two K-1s.
Form 1120-S – S-Corp Return
$ 450
Corporate return, basis schedules, K-1s, and shareholder health-insurance reporting.
Form 1120 / 1120-F – C-Corp Return
$ 450
U.S. or foreign corporation income-tax return, incl. Schedule G, L, M-1/M-2.
IRS Notice / Audit Response
from $ 260
Drafting reply letters, assembling substantiation, and representing you before the IRS.
Advisory Consultation (30 min)
$ 260
30 minute Zoom / phone session with senior advisor.
FBAR (FinCEN 114) – first 5 accounts
$ 110
Annual report of foreign bank/financial accounts (up to 5).
Additional FBAR accounts – each block of 5
$ 50
Add-on fee when more than 5 accounts need reporting.
FATCA (Form 8938) – first 5 assets
$ 120
Disclosure of specified foreign financial assets (up to 5).
Additional FATCA assets – each block of 5
$ 50
Add-on fee when more than 5 assets need reporting.

Don’t see what you need? Email info@zismantax.com for a custom quote—if it’s U.S. cross-border tax, we handle it.

Flat-fee promise: Prices are all-inclusive for the forms listed. If additional entities, accounts, or complexities arise, we’ll provide a firm quote before work begins—no hourly clocks, no hidden extras.

Testimonials