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Tax Services and Pricing

Share your tax situation with us. We'll help you understand your tax obligation and provide you with a detailed quotation of services. No surprises.

Federal & State

$425

for EMPLOYEES

Federal & State

$525

for SOLOPRENEURS

& INVESTORS

for BUSINESS OWNERS

Federal & State

$625

Additional Services, Projections, & Consultations     

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  • Solopreneur Self-Employment Income (Schedule C) $100

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  • Capital Gain Investment Income (Schedule D) $100 

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  • Real Estate Investment Income (Schedule E) $100

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  • K-1 Pass-through Investment Income (Schedule E) $100

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  • Each Additional Schedule C, D, and E activities $75

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  • Entity Classification Election (Form 8832, Form 2553) $75

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  • Tax Projection & Estimates $350

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  • Tax Consultation via Email $275

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  • ​Tax Consultation via Phone or Video Conference $375                                                    

Services for Expats and US Taxpayers with foreign assets        

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  • Foreign Tax Credit for Individuals with foreign-sourced income (Form 1116) $100

                        

  • Foreign Earned Income Exclusion for US Expats who reside abroad (Form 2555) $100 

            

  • FBAR Foreign Bank Account Reporting (Form 114) for up to 10 accounts $150     

                    

  • Foreign Financial Asset Reporting (Form 8938) for up to 10 accounts $150   

                             

  • Treaty Based Return Position Disclosure (Form 8833) $50           

                                                   

  • Non-Resident Alien Individual Tax Return (Form 1040NR) $350   

                                                   

  • Dual Status Individual Tax Return for first & last year in US $550

   

  • Expatriation Statement (Form 8854) $100                                                                                                 

Services for US Taxpayers with foreign businesses                    

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  • US Shareholder Reporting of Foreign Corporation (Form 5471) $375                                                  

  • US Shareholder Reporting of Foreign Partnership or DRE (Form 8865 or 8858) $375                         

  • Section 965 Transition Tax Reporting $500                                                                                               

  • US Shareholder Calculation of GILTI Income from foreign business (Form 8992) $225                       

  • Section 962 Election to treat foreign business income as corporation $950                                         

Services for Delinquent or Incorrect Filings                                 

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  • Amended Federal Individual Tax Return (Form 1040-X) $400                                                                   

  • Amended State Individual Tax Return $100

                                                                                              

  • IRS Streamlined Filing $975                                                                                                                      

    • Includes:

      • 3 years of Federal Individual Tax Returns (Form 1040 or 1040-X)

      • 6 years of FBAR filings (Form 114)

      • Certification Statement that delinquency was non-willful (Form 14653)

Each tax situation is unique.  Click here for a personalized quote.

Lemons
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