Basic Expat Package, $250

IRS 1040 or 1040-SR (Up to 100k gross income, if single/head of household/married filing separately, 125k if married filing jointly)

One state return

Wages (W-2 and FEC – Foreign Employer Compensation)

Recovery Rebate Credit

Traditional or Roth IRA contributions

Health Care Coverage Exemption

US Retirement and Social Security income

Unemployment Compensation

Interest and Dividends (10 transactions included)

Child & Dependent Credits & Deductions

Earned Income Credit

Estimated Payment Vouchers

Request for Extension (if needed)

Alternative Minimum Tax Calculations

Foreign Earned Income Exclusion (FEIE)

Foreign Tax Credit Form 1116

Expat Plus Package, $350

Includes everything in the Basic Package, plus

Income above thresholds specified in basic package

Schedule A (itemized deductions)

One Schedule C (business income)

One Schedule E (one rental property)

Schedule D (up to 20 trades)

Interest and dividends from up to three additional banks or brokerages

One Schedule K-1

Additional Forms and Schedules

Each additional rental property – $35

Each additional 10 capital gains transactions – $35

Each additional Schedule C – $100

Each additional 5 dividend/interest statements – $35      

FBAR – $50 – up to five foreign financial accounts 

Each additional Schedule K-1 – $35