Pricing · for individuals
US tax return pricing: simple, per-return.
You pay one flat fee per return, set by how complicated the return is. There's no hourly billing, and the invoice matches the quote. An enrolled agent prepares and signs every return.
Per-return pricing.
Simple return
Essential.
$145/ returnFederal 1040 · single state · standard or itemized
- ✓Form 1040 · single or MFJ
- ✓Wages, interest & dividends
- ✓One state return included
- ✓Prepared & signed by an enrolled agent
- ✓Secure portal & e-sign
- —Foreign income forms
- —FBAR / FATCA
Most expats
Living abroad
Expat.
$275/ returnFEIE + FTC + FBAR · multi-state
- ✓Everything in Essential
- ✓Form 2555 · foreign earned income exclusion
- ✓Form 1116 · foreign tax credit
- ✓FBAR (FinCEN 114) filing
- ✓Form 8938 (FATCA) when required
- ✓Multi-state allocation
Complex situations
Premier.
$475/ returnEquity comp · K-1s · PFICs
- ✓Everything in Expat
- ✓Equity comp · RSU / ISO / ESPP
- ✓K-1s · partnerships & trusts
- ✓Form 8621 · PFIC reporting
- ✓Multiple foreign jurisdictions
- ✓Dedicated EA · priority turnaround
The price covers your federal return, one state return, e-filing, and amendments within 30 days.
§ Add-ons
When a return needs more.
Most expat returns fit one of the three tiers. A second state, a foreign company you own or a stack of PFIC funds is real extra work, so those are priced separately below. We tell you on the call which ones apply, before we start.
Additional state return
$75
per state
FBAR beyond 5 accounts
$50
per extra 5 accounts
Streamlined package
from $1,500
3 yrs tax returns + 6 FBARs
Amended return (1040-X)
$250
per year
Form 5471 / 8865
from $450
foreign corp / partnership
ITIN application (W-7)
$150
per applicant
PFIC, per fund
$75
beyond the first fund
Tax-planning consult
$200 / hr
credited if you file with us
Not sure which tier you’re in? Book a call. We’ll look at your situation and give you a flat quote before any work starts.