US residents for tax purposes
Our US resident tax return filing service starts at $200 (+ a handling charge which is 20% of our fee) for a basic federal tax return.
Where additional schedules or federal forms are required for the tax return, an added charge applies as per the below:
Schedule A
Itemizing deductions for charitable contributions, casualty and theft losses, medical expenses, etc. – $50
Schedule B
Interest and dividends from more than four different sources. There is no charge if the interest and dividend income comes from four or fewer sources. – $50
Schedule C
Small business – $150 each
Schedule D
Capital gains (with up to fourteen sales transactions; $5 per additional transaction) – $100
Schedule E
Partnership K-1 – $150
Schedule E
A rental property US – $150
Amended return
Form 1040X – $200 (+ handling charge)
FBAR and/or Form 8938
FBAR and/or Form 8938 (with up to four different bank accounts. $25 per additional account) – $50 each
International information reporting forms
International information reporting forms 5471, 8865, 8858, 3520, 926 etc. – $500 each
State/city returns
State/city returns – $36 each
Complex State/city returns
Complex State/city returns – $72 each
Expatriates
Our tax return fees for US expats are listed below:
Basic Expatriate return – $500
Complex Expatriate return – $650
This service includes the basic federal forms required for expat returns and also additional computations required such as for foreign tax credits (i.e. foreign earned income exceeds the amount of allowable foreign income exclusion for 2019 – $105,900)
Where additional schedules or federal forms are required for the tax return, an added charge applies as per the below:
Schedule A
Itemizing deductions for charitable contributions, casualty and theft losses, medical expenses, etc. – $50
Schedule B
Interest and dividends from more than four different sources. There is no charge if the interest and dividend income comes from four or fewer sources. – $50
Schedule C
Small business – $150 each
Schedule D
Capital gains (with up to fourteen sales transactions; $5 per additional transaction) – $100
Schedule E
Partnership K-1 – $150
Schedule E
A rental property US – $150
Other US tax services fees
Rental Income Return service from $400
This is a complete service which covers the necessary federal tax return and annexes (single owner – 1 property) and includes a detailed review of all supporting documents.
Where there is income from an additional property to report an extra charge of $100 is due (this fee is due for second and each subsequent property).
Where there is an additional owner an extra fee of $180 applies (this fee is due where there are multiple owners of a property and applies regardless of whether the owners are married or not. This charge covers the preparation of the additional personal return due).
Capital Gain Return service from $600
Fees for our US Capital Gains Tax return filing service start from $600.
An additional administrative fee of $20 also applies. This fee is obligatory and due for each year of submission. It covers postage, phone calls, photocopying, etc.
Tax return amendments - $200
If you need to file an amendment of your tax return, our fee is $200 (+ handling charge) per tax return.
State income tax return filing - $100
The fee for our state income tax return filing service is $100
Multiple years discount
A 20% discount is available where returns for two or more tax years are required.
This discount is applicable to the annual fees excluding any once off fees and administrative fees and does not apply where other discounts/reductions have been granted.
