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Additional Services for Expats

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Additional Services


  • Additional Schedule C – $100  (Sole Proprietor)
  • Additional Schedule D – $100 (Capital Gains or Losses)
  • Additional Schedule E – $100 (income or loss from rental real estate, royalties, partnerships, S corporations, estates, trusts, and residual interests in REMICs)
  • Schedule F – $100 (Profit or Loss from Farming)
  • Schedule K-1 – $100 (each additional after the 3 included in the base price)
  • Treaty Based Return Position Disclosure – Form 8833 – $100
  • Reporting Foreign Trusts – Forms 3520 and 3520a – $400
  • Reporting Passive Foreign Investment Company (“PFIC”) – Form 8621- $200
  • Annual Expatriation Statement – Form 8854 – $400
  • Report of Foreign Disregarded Entities – Form 8858 – $300
  • Return of US Persons With Respect to Certain Foreign Partnerships – Form 8865 – $400
  • Return of US Persons With Respect to Certain Foreign Corporations – Form 5471 – $550
  • US Transferors of Property to a Foreign Corporation – Form 926 – $120
  • Information Return of a 25% Foreign-Owned US Corp – Form 5472  – $250
  • US Gift Tax Return – Form 709 –  – $300
  • Short Form Return of Organization Exempt from Income Tax – Form 990-EZ – $400
  • 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)
  • Federal Tax Return Review – $125
  • State Tax Return Review – $125
  • Entity Classification Election – Form 8832 – $150
  • US Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI) – Form 8992 – $600
  • LLC Form 5472 – Corporate Return for US LLCs with Foreign Owners – $350
  • Nonresident Aliens – Form 1040NR  – $425
  • Dual Status Nonresident Aliens – Form 1040NR  – $500
  • ITIN Processing – $275 USD (Each additional – $150)

If you have more than these, no problem. We can easily accommodate your particular circumstance.