services and Pricing

Returns & Compliance

Base Charges

Expat, nonresident alien, or dual-status tax return (Form 1040 or 1040NR) ……………………………………………….. $400
    – includes up to 1 state return, 1 Schedule D covering up to 10 entries,
      any foreign earned income exclusion, and any foreign tax credit

Purely domestic individual tax return (Form 1040) ……………………………………………………………………………………. $300
    – includes up to 1 state return

S corporation or partnership tax return (Form 1120-S or 1065) ………………………………………………………………….. $500
    – includes up to 1 state return
    – excludes Schedules K-2 and K-3

C corporation domestic or foreign return (Form 1120 or 1120-F) ………………………………………………………………… $500

Non-profit return (Form 990, 990-PF, or 990-N) …………………………………………………………………………………………… $500

Political Contribution Disclosure (Form 8872) ……………………………………………………………………………………………. $200

Foreign Bank Account Report (Form FinCEN114) ……………………………………………………………………………………….. $100 for up to 4 accounts, +$25 per additional account

Corporate Transparency Act Beneficial Ownership Report (Form BOIR) ………………………………………………………. $100

Return Extension (Form 4868 or 7004) ………………………………………………………………………………………………………..  $25

Add-ons

Schedule C (e.g., independent contractor or single-member LLC) …………………………… +$100

Schedule D Expansion (Form 1040) ………………………………………………………………………. +$25 per 10 additional trades

Schedule E (rental, royalties, K-1 investments) ……………………………………………………….. +$100

Schedule F (farm income) …………………………………………………………………………………….. +$300

Additional state return (varies) ……………………………………………………………………………… +$100

Foreign Asset Disclosures beyond 8838 Thresholds (Form 8838) ………………………….. +$100

Treaty Position Disclosure (Form 8833) ………………………………………………………………… +$25 to +$100, depending on complexity

Foreign-controlled U.S. Entity Information Return (Form 5472) ……………………………… +$300 to +$500, depending on complexity

U.S.-controlled Foreign Entity Info. Return (Form 5471, 8865, or 8858) ………………….. +$500 to +$700, depending on complexity

Corporate Transparency Act Beneficial Ownership Report (Form BOIR) …………………. +$50 for up to 4 beneficial owners, +$25 per additional owner

Expatriation Statement (Form 8854) …………………………………………………………………….. +$500


Please note that all prices may flex depending on form complexity. When you work with us, after our initial free consultation, we issue you an estimate. That estimate supersedes all prices listed on this page.