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.