Our Services

Countries Served

Europe & Middle East

FRANCE

GERMANY

ISRAEL

SWITZERLAND

UNITED ARAB EMIRATES

UNITED KINGDOM

The Americas & Caribbean

CANADA

CAYMAN ISLANDS

BRAZIL

MEXICO

THE UNITED STATES

Asia & Australia

AUSTRALIA & N.Z.

CHINA & HONG KONG

INDIA

THE PHILIPPINES

JAPAN

SINGAPORE

Our Pricing

Military, Peacekeeping, or Retiree Return - $200.00: Includes 1040, Earned Income Credit, Reporting for 1099-Rs and 1099-SSA

Level I, 1040 Returns - $400: Includes FinCEN 114 Report of Foreign Accounts (up to 5 accounts), Form 2555 Foreign Earned Income Exclusion (no housing exclusion), Form 1116 Foreign Tax Credits (passive and general category income), Schedule A Itemized Deductions (up to 10 receipts), Schedule B Interest and Dividends (up to 2 INT or DIV statements), Schedule D Capital Gains or Losses (up to 10 transactions).

Level II, 1040 Returns - $800: Includes FinCEN 114 Report of Foreign Accounts (up to 10 accounts), Form 2555 Foreign Earned Income Exclusion (including housing exclusion), Form 1116 Foreign Tax Credits (including income sourced by treaty category income), Form 8833 Treaty-Based Disclosure (foreign social security and foreign charitable deductions), Form 8938 Statement of Foreign Assets (up to 10 accounts), Schedule A Itemized Deductions (up to 20 receipts), Schedule B Interest and Dividends (up to 5 INT or DIV statements), Schedule C Self Employment Income (including home office deduction and reconciliation for expenses, no fixed assets), Schedule D Capital Gains or Losses (up to 20 transactions), Schedule E Rents and Royalties (up to 3 rental properties or royalties), Schedule F (no fixed assets).

Level III, 1040 Returns - $1,200: Includes FinCEN 114 Report of Foreign Accounts (over 10 accounts), Form 2555 Foreign Earned Income Exclusion (including housing exclusion), Form 1116 Foreign Tax Credits (including all categories), Form 8833 Treaty-Based Disclosure (all positions), Form 8938 Statement of Foreign Assets (over 10 accounts), Schedule A Itemized Deductions (over 20 receipts), Schedule B Interest and Dividends (over 5 INT or DIV statements), Schedule C Self Employment Income (including fixed assets, home office deduction, and reconciliation for expenses), Schedule D Capital Gains or Losses (over 20 transactions), Schedule E Rents and Royalties (over 3 rental properties or royalties), Schedule F (including fixed assets), Schedule H (household employment taxes).

Form 3520 (Foreign Trust Transactions) - $250 per form, Form 3520-A (Foreign Trust Information Return) - $250 per form

Form 5471 (Foreign Corporation Information Return) - $600 per form

Form 5472 (Foreign-Owned US Business or Foreign Corporation Engaged in US Business Information Return) - $600 per form

Form 8865 (US-Owned Foreign Partnership Information Return) - $600 per form

Form 8858 (US-Owned Foreign Disregarded Entity Information Return) - $600 per form

Form 8621 (US Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund Information Return) - $200 per form

Corporate, Trust, or Estate Returns - Forms 1120, 1120-S, 1065, 1041 or 709 - $600/$1,250/$2,500/$5,000 (depending on complexity)

  • Complexity increased by one for each of the following factors: Reconciliation of financial statements, book to tax adjustments, depreciation, special allocations

Delinquent Information Return Procedures / Delinquent FBAR Procedures - $2,400 to $30,000 each (depending on complexity)

  • Includes up to six years of Form 8938, 3520, 3520-A, 5471, 5472, 8865, 8858, or FinCEN Form 114 (FBAR)

Streamlined Compliance Delinquent Submission Procedures - $2,500/$5,000/$10,000/$15,000/$25,000 (depending on complexity)

  • Includes three years of Form 1040 and additional required forms and schedules, six years of FinCEN Form 114 (FBAR), and Form 14653 Certification Statement (supporting non-willfulness of failure to file)

Foreign Investment in Real Property Act (FIRPTA) Withholding Procedures - $5,000

  • Includes Form W-7 applications for individual taxpayer identification numbers for foreign sellers of US real property, Form 8288-A Withholding Statement on Disposition by Foreign Persons of US Real Property, Form 8288-B Application Withholding Certificate on Disposition by Foreign Persons of US Real Property (reduces withholding rate from 15 percent of gross proceeds), and supplemental calculations

  • Per Form Pricing - $1,200 for Form W-7; $2,500 for Form 8288-B; $1,200 for Form 8288-A; $1,200 for Form 8288

Projection Procedure to Determine Tax Impact of Domestic or International Move - $1,000 to $5,000