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Are there flat fees for the US expat tax forms and schedules that are not commonly used?


Yes. Because our goal is to be as up front as we can be with our customers about our pricing, we make it a priority to establish flat fees whenever possible. Our pricing includes the most common forms and schedules that most expats need to file including:

  • All standard expat forms: Forms 1040, 1116, 255;
  • One of each of the following schedules: Schedules A, B, C, D, E (one rental property);
  • Up to three Schedule K-1s; and
  • Up to 20 bank and brokerage transactions.

If you need any additional forms or schedules, we are happy to prepare those for you as well, and a list of the fees we charge for each can be found under Additional Schedules.

In most instances, our customers do not need additional forms or schedules filed on their behalf. But for those customers with more complex tax situations, we do our best to make the pricing as clear as possible.

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