At Greenback, we aim to be as clear and straightforward as possible when it comes to pricing our services. Our comprehensive federal package covers the most common forms and schedules needed by most expats. However, we also cater to the unique tax needs of expatriates who require additional specialized expat tax reporting forms or schedules. Our flat-fee policy extends to these additional services, providing transparency and predictability to our clients.
Schedule C
One is included in our base price, each additional is charged at $120 USD for each additional source of self-employment income/loss
$120
USD
Schedule D
The first 20 capital gains transactions that cannot be summarized are included in our base price. Each additional set of 20 transactions will incur a fee of $120 USD.
$120
USD
Schedule E
One rental property is included and each additional rental property will be charged at $95 USD (this is used to report income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs)
$95
USD
Schedule F
This form is used to report profit or loss from farming activities and we charge $135 USD for this form.
$135
USD
Schedule K-1
This form reports income and other tax items from partnerships, S corporations, and trusts. Up to 3 K-1s are included in our base price. Each additional set of 3 K-1s is an extra $75. Our experienced team will prepare and include these in your return, ensuring everything is handled accurately.
$75
USD
Schedule K-2 and K-3
Starting in 2021, additional schedules (K-2 and K-3) are required for all foreign income reported on a K-1. By default, all partnerships reported on Form 8865 are foreign and so have foreign income on the K-1. Therefore, Form 8865 requires these Schedules every time it is filed. K-2 and K-3 are bundled together and the price is for one of each.
$115
USD
Form 709
This is the US Gift Tax Return, which also covers Generation-Skipping Transfers (GST). It’s used to report transfers subject to federal gift tax and allocate the lifetime GST exemption to applicable property transfers. Our fee to complete this form is $465 USD.
$465
USD
Form 926
This form is used to report transfers of property to a foreign corporation. It is required if you are a US citizen or resident, a domestic corporation, or a domestic estate or trust transferring $100,000 or more to a foreign corporation in a given year. Our fee for preparing this form is $135 USD.
$135
USD
962 Election
Election on 1120 Forms, this allows owners for an entity registered in a low tax jurisdiction to choose to have their allocation of the corporate profits taxed at the US corporate tax rate with a 50% deduction applied. We charge $1000 USD for this form.
$1000
USD
Form 965
Is the Inclusion of Deferred Foreign Income form and is used to report and pay the repatriation tax due under the Tax Cuts and Jobs Act which required deferred earnings from foreign corporations to be reported. We charge $690 USD for this form.
$690
USD
Form 990-EZ
This is the Short Form Return of Organization Exempt from Income Tax and is an informational return required from tax exempt organizations, nonexempt charitable trusts and section 527 political organizations. We charge $460 USD for this form.
$460
USD
Form 1040-X
This form is used to amend or correct a previously filed form 1040, make certain elections after the prescribed deadline, change amounts adjusted by the IRS or make a claim for a carryback due to a loss or unused credit. We charge $565 USD for this form
$565
USD
Form 3115
Is the Application for Change in Accounting Method and is used when you change either the overall method of accounting or the accounting treatment of any item. We charge $500 USD to complete this form.
$500
USD
Form 3520
This form the Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts and is used to disclose transactions with foreign trusts, ownership of foreign trusts and receipt of certain large gifts or bequests from foreign persons. We charge $500 USD for this form.
$500
USD
Form 3520a
This form is used to disclose a foreign trust with a US owner or beneficiary. If you file Form 3520 and the foreign trustees do not complete this report on your behalf, you are required to file Form 3520-A. Our fee for preparing this form is $500 USD.
$500
USD
Form 5471
This is the Return of US Persons With Respect to Certain Foreign Corporations and is used by officers, directors or shareholders to report their interest in foreign corporations. We charge $750 USD to complete this form for active foreign companies and we charge $350 USD for Dormant foreign companies.
$750
USD
Form 5472
This is the Information Return of a 25% Foreign-Owned US Corp and is used to provide the required information when a foreign entity owns 25% or more of a US entity or a foreign corporation is engaged in a US trade or business. We charge $275 USD to complete this form for a corporation and we charge $405 if this return is for a US LLC with Foreign Owners.
$275
USD
Form 8621
Form 8621 with distributions – This is an Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund informational return and is filed by a shareholder of a passive foreign investment company (“PFIC”): an example would be a foreign mutual fund. We charge $300 USD to complete this form when there have been distributions and $200 USD if there have been no distributions.
$200+
USD
Form 8832
Is the Entity Classification Election and is used by an eligible entity to choose how it will be taxed for federal tax purposes, as a corporation, a partnership or as a entity disregarded as a separate entity from its owner. We charge $175 USD to complete this form.
$175
USD
Form 8833
This form is used to disclose a Treaty Based Return Position and we charge $105 USD for this form.
$105
USD
Form 8854
This is the Annual Expatriation Statement and is used by US citizens or long-term residents who have ended their residency or expatriated on or after June 4th 2004. We charge $450 USD to complete this form.
$450
USD
Form 8858
This is the Report of Foreign Disregarded Entities and is used to report a foreign owned disregarded entity such as a foreign LLC . We charge $350 USD to complete this form.
$350
USD
Form 8865
This is the Return of US Persons With Respect to Certain Foreign Partnerships and is used to report ownership of, transfers to and acquisitions, disposals and changes in foreign partnership interests. We charge $475 USD to complete this form.
$475
USD
Form 8992
This form is used by US shareholders of Controlled Foreign Corporations (CFCs) to calculate their GILTI (Global Intangible Low-Taxed Income) inclusions as per Section 951(A). Our fee to prepare this form is $700 USD.
$700
USD
Form W-7
Is the form used to apply for an ITIN or Individual Taxpayer Identification Number. We charge $350 for this form and $175 for each additional W-7 by the same family.
$350+
USD
Form 1040NR
This form is used by nonresident aliens to report income that is subject to US tax, including income connected to a US trade or business and certain passive income. The fee for completing this form starts at $555 USD.
$555
USD
Dual Status Return (1040 & 1040NR)
This service covers taxpayers who were part-year U.S. residents and part-year nonresidents, requiring both Form 1040 and Form 1040-NR in the same tax year. We prepare and coordinate both returns to correctly report income, deductions, and credits across residency periods and help reduce the risk of filing errors.
$875
USD
Additional Services
What Does Greenback’s Standard Federal Tax Return Package Include?
Greenback’s standard federal package is a single flat fee covering the forms most expats need, with additional forms available at published flat rates. The base package includes:
- Core forms: Form 1040, Form 1116 (Foreign Tax Credit), and Form 2555 (Foreign Earned Income Exclusion)
- Standard schedules: One each of Schedules A, B, C, D, and E (one rental property)
- Pass-through income: Up to three Schedule K-1s
- Investment activity: Up to 20 bank and brokerage transactions
If your situation calls for anything beyond this, Greenback prepares the additional forms at the flat fee listed for each, so you always know your total before any work begins.
How Does Greenback Determine Which Additional Tax Forms I Need?
Which additional forms you need depends on your income, where it comes from, your residency status, and your foreign assets.
Greenback’s CPAs and IRS Enrolled Agents review your full situation through the questionnaire and tell you exactly which forms apply, so nothing required is missed and nothing unnecessary is added to your return.
Does Greenback Offer a Cost Estimator for Forms?
Yes. Greenback’s pricing calculator gives you an estimate based on your specific situation, including additional forms and schedules, before you commit. Pricing is flat-fee and published, so there are no hourly rates or surprises.
Can Greenback Prepare a Single Additional Form Without My Full Return?
Yes. Greenback can prepare standalone forms, such as the FBAR, Form 8938, Form 5471, Form 3520, Form 8621, or Form 8854, without requiring you to file your full federal return with Greenback.
Each standalone form is billed at the same flat fee listed on this page.
Can Greenback Prepare My Host Country Tax Return in Addition to My U.S. Return?
Greenback prepares your U.S. federal and state returns in-house, and how your host-country return is handled depends on where you live. UK Self Assessment returns are prepared in-house by a UK Chartered Accountant on the Greenback team.
For other countries, Greenback works with a network of trusted partner specialists who know their local tax systems, and your Greenback accountant coordinates across both filings.
How host-country preparation works:
- United Kingdom: UK Self Assessment prepared in-house, coordinated directly with your U.S. return
- Canada and other countries: Prepared by a vetted partner specialist, with your Greenback accountant coordinating both sides
- U.S. side: Your federal and state returns are always prepared in-house
- Coordination: Both filings are aligned so foreign tax credits and income reporting line up and you avoid double taxation
For the countries Greenback supports directly, see UK tax services and the full services list.
