Basic Expat Package, $275
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)
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, $400
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 – $75
Each additional 10 capital gains transactions – $50
Each additional Schedule C – $250
Each additional 5 dividend/interest statements – $50
FinCen Form 114 (FBAR) – $75 – up to five foreign financial accounts
Form 8938 (FATCA), Statement of Specified Foreign Financial Assets – $150 – up to five accounts or other assets
Each additional Schedule K-1 – $75
Each additional state return – $75
Form 5471 (Information Return of U.S. Persons With Respect To Certain Foreign Corporations) – $600
Form 3520 (Annual Return To Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts) – $250
Form 3520-A (Annual Information Return of Foreign Trust With a U.S. Owner) – $250
Form 8858 (Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)) – $150