Tax preparation and planning, travel advice, nonprofit operations expertise, specialty services for expats and immigrants, and more.
Pricing
Tax return preparation fees are based on the complexity of your tax return. Our pricing structure is as follows:
Personal returns (Form 1040/1040NR)
Our baseline federal return preparation fee is $225. This includes the following:
US and Foreign Wages
US Social security and retirement income
Interest and dividends (up to 10 transactions)
IRA and HSA contributions
Foreign Earned Income Exclusion (Form 2555)
Foreign Tax Credit (Form 116)
Child and Dependent Credits and Deductions
For more complicated situations, additional forms are charged as follows:
State tax returns: $150 per state
Report of Foreign Financial Accounts (FBAR): $50 (up to 5 accounts, $10 per account thereafter)
Statement of Specified Foreign Financial Assets (Form 8938): $75
Self employment/gig economy (Schedule C): $150 per business
Rental property (Schedule E): $150 per property
Capital gains (Schedule D): $0-$150 depending on complexity and volume of transactions
Stock as compensation (e.g. RSUs): $150
Foreign earned income in excess of FEIE limits: $100
Ownership of a foreign company (Form 5471): $200 per company
We offer a $75 discount on both federal and state returns for individual taxpayers whose household income* is below $55,000.
STREAMLINED FILING COMPLIANCE PROCEDURES
Haven’t filed your taxes in years and need help getting back on your feet? We can help with that. If you weren’t “willfully” avoiding filing your taxes, the IRS offers special programs that allow you to file a limited number of returns to get into compliance, avoid most or all penalties, and get back on the right track.
Our baseline streamlined filing package is $1,300 and includes four years of federal tax returns and up to seven FBARs, as well as the appropriate streamlined filing form (14653/14654). Additional fees apply for items listed under “more complicated situations” above (other than the FBAR).
Business returns (Form 1120/1120S/1065/5472)
Corporation, S-Corporation, Partnership, and Foreign-Owned Single-Member LLC returns are priced based on business activity:
$400 with zero activity
$550 with sales or assets up to $250,000
$750 with sales or assets between $250,000-$750,000
Please request a quote if your annual sales/assets are greater than $750,000.
Other services
Research, advising, and representation (including payment plans and settlement offers): $150 per hour
ITIN Application with Document Authentication (Form W-7 and W-7COA): $175
Issuing form 1099s to contractors: $15 per form
Printing and mailing: $10 handling charge plus actual postage costs
BILLING PRACTICES
For tax return preparation, we ask for a 50% deposit up front. The remaining balance must be paid before a return is e-filed or provided to you for mailing. ITIN fees are due before delivery of the application and certified copies. For other services, we may ask for a deposit before starting work.
Disclaimer
While this page represents our standard approach to pricing for tax services, actual fees may vary depending on client circumstances. The cost for your specific services will be outlined in the engagement letter issued prior to starting work.
*For calculating discount eligibility, household income includes nonresident alien spouses even if they’re not included on your tax return, and earned income excluded with the FEIE.
Last updated August 3, 2023