Additional Expat Tax Services

  1. Additional Schedule C – $100 USD (Sole Proprietor)
  2. Additional Schedule D – $100 USD (for up to 20 accounts)
  3. Additional Schedule E – $75 USD (income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs)
  4. Schedule F – $115 USD (Profit or Loss from Farming)
  5. Schedule K-1 – $60 USD (each additional after the 3 included in the base price)
  6. Treaty Based Return Position Disclosure – Form 8833 – $85 USD
  7. Canadian Registered Retirement Savings Plans – Form 8891 – $85 USD
  8. Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts – Form 3520 – $400 USD
  9. Foreign Trust with a US Owner –  Form 3520a – $400 USD
  10. Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC) with distributions – Form 8621- $250 USD
  11. Information Return by a Shareholder of a Passive Foreign Investment Company (PFIC) without distributions – Form 8621- $165 USD
  12. Annual Expatriation Statement – Form 8854 – $385 USD
  13. Report of Foreign Disregarded Entities – Form 8858 – $300 USD
  14. Return of US Persons With Respect to Certain Foreign Partnerships – Form 8865 – $400 USD
  15. Return of US Persons With Respect to Certain Foreign Corporations – Form 5471 – $550 USD
  16. US Transferors of Property to a Foreign Corporation – Form 926 – $115 USD
  17. Information Return of a 25% Foreign-Owned US Corp – Form 5472 – $215 USD
  18. US Gift Tax Return – Form 709 – $400 USD
  19. Short Form Return of Organization Exempt from Income Tax – Form 990-EZ – $400 USD
  20. Additional bank/brokerage accounts listed on tax return – $25 USD for each additional 5 accounts (20 already included in our flat federal tax return prep fee)
  21. Federal Tax Return Review – $125 USD
  22. State Tax Return Review – $125 USD
  23. Amended Tax Returns – $485 USD
  24. ITIN Processing – $295 USD (Each additional – $150)
  25. Form 965 – Foreign Corporation Repatriation Tax – Tax filing due Tax Cuts and Jobs Act requiring deferred earnings from foreign corporations to be reported. – $600 USD
  26. Application for Change in Accounting Method – Form 3115 – $435 USD
  27. Entity Classification Election – Form 8832 – $150 USD
  28. US Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) – Form 8992 – $600 USD
  29. 962 Election on 1120 Forms – $885 USD
  30. LLC Form 5472 – Corporate Return for US LLCs with Foreign Owners – $350 USD
  31. Dormant 5471 – $250 USD