Additional Expat Tax Services

  1. Additional Schedule C – $100 (Sole Proprietor)
  2. Additional Schedule D – $100 (for up to 20 accounts)
  3. Additional Schedule E – $75 (income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs)
  4. Schedule F – $115 (Profit or Loss from Farming)
  5. Schedule K-1 – $60 (each additional after the 3 included in the base price)
  6. Treaty Based Return Position Disclosure – Form 8833 – $85
  7. Canadian Registered Retirement Savings Plans – Form 8891 – $85
  8. Reporting Foreign Trusts – Forms 3520 and 3520a – $400
  9. Reporting Passive Foreign Investment Company (PFIC) – Form 8621- $165
  10. Annual Expatriation Statement – Form 8854 – $385
  11. Report of Foreign Disregarded Entities – Form 8858 – $110
  12. Return of US Persons With Respect to Certain Foreign Partnerships – Form 8865 – $400
  13. Return of US Persons With Respect to Certain Foreign Corporations – Form 5471 – $485
  14. US Transferors of Property to a Foreign Corporation – Form 926 – $115
  15. Information Return of a 25% Foreign-Owned US Corp – Form 5472 – $215
  16. US Gift Tax Return – Form 709 – $300
  17. Short Form Return of Organization Exempt from Income Tax – Form 990-EZ – $400
  18. Additional bank/brokerage accounts listed on tax return – $25 for each additional 5 accounts (20 already included in our flat federal tax return prep fee)
  19. Federal Tax Return Review – $125
  20. State Tax Return Review – $125
  21. Amended Tax Returns – $350