Fees & Pricing
Fees & Pricing
Our fee schedule provides a starting point for planning your tax services. We review your circumstances and documents before confirming the scope and final fee in a written quote. All prices are in U.S. dollars. Additional work and fee adjustments are discussed and agreed before proceeding.
All amounts are in U.S. dollars. The prices below provide guidance for typical situations. Your written quote will confirm the exact scope and fee for your engagement.
Service
Fee (USD)
Scope
Individual Returns & ITIN Services
Simple Form 1040, W-2 only
From $150
Additional income, schedules, credits or state returns may affect the quote.
Other Form 1040
$400–$700
Form 1040-NR
$550–$700
Dual-status return
$550–$700
Dual-status versus joint filing comparison
$600
ITIN application/renewal Form W-7
From $350 per applicant
Tax return preparation separate; document services defined in quote.
Additional Schedules & Filings
State return
$150 per return
Local return
$100 per return
Capital gains reporting
$10 per transaction, standard maximum $150
Complex reconciliation or missing cost basis quoted separately.
Schedule C
$200 per business
Schedule E rentals
$150–$200 per property
Form 4797
$150
Real-property tax election
$75
First-year or joint-return election
$50
Forms 2555/1116
$200
Form 8833 preparation
$200
Preparation of the disclosure form once the treaty position has been established. EXCLUDES research to determine treaty eligibility or whether business activities create a permanent establishment.
Permanent-establishment research and treaty analysis
From $1,000
Review of business activities and the relevant treaty to determine whether a permanent establishment exists and how the treaty applies. Charged SEPARATELY from the $200 Form 8833 preparation fee. Final scope and fees require a written quote.
Form 8843
$75
Forms 843/8316
$1,000
Social Security withholding refund claim assistance.
International Reporting
FBAR
$125 for up to FIVE accounts
Simple applications typically range from $500–$1,200: one foreign individual seller, one residential property, complete and consistent closing and purchase documents, and a straightforward gain calculation. More complex cases require a personalized quote.
Optional application and tax return package
Form 8288-B services may be bundled with preparation of your Form 1040-NR for the year of sale, generally filed during the following year. The return reports the actual gain, claims credit for FIRPTA tax withheld, and requests any refund due.
Tax return preparation is not included in the application-only fee. Your written quote will specify the combined package price after we review your circumstances and documents.
Form 8938
$125 for up to FIVE accounts
$15 per additional account.
Form 5471
$1,000–$1,500
Dormant Form 5471
$250
Form 5472/pro forma 1120
$425
Forms 3520/3520-A foreign trust
$800
Quote specifies required filings.
Form 3520 foreign gifts
$320
Form 8288-B — FIRPTA Withholding Certificate Application
From $500
Form 8621 PFIC
$225 per fund
Form 8854
$400/$800 depending on complexity
Form 8858
$700
Dormant Form 8858
$200
Form 8865
$1,000
Streamlined compliance assistance
$1,500 plus separately priced returns/forms
Form 8833 and treaty research
Form preparation and treaty research are separate services. The $200 Form 8833 fee covers preparation of the form after the treaty position has been established. It does not include the research needed to establish that position. Permanent-establishment research and treaty analysis start at $1,000 and are billed separately. If both services are required, the combined fee starts at $1,200, excluding tax return preparation and other separately quoted filings. Your final fee is confirmed after reviewing all relevant circumstances.
How to get your quote
1
Describe your situation
Tell us about your U.S. and international tax nexus.
2
We review your documents
We analyze the complexity of your filings to ensure accuracy.
3
Receive your written quote
Clear, transparent pricing provided before any work begins.