US Expat Tax Pricing
Our Value Proposition
- Expert direct support from a Certified Public Accountant (CPA)
- Countless Late-Filing Streamlined Projects Completed
- 10+ Years of Experience in Expat Tax Preparation
- Clear, transparent, upfront pricing
- Easy-to-use, secure online portal
- Handle complex situations that DIY software cannot
Base Service Packages
Streamlined Filing Compliance Procedures
Designed for U.S. taxpayers living abroad who were unaware of their U.S. filing obligations and need to become compliant through the IRS Streamlined Filing Compliance Procedures. Learn more about Streamlined Filing →
$1,429
Package Price
This service is appropriate for individuals who:
- Lived outside the United States for 330 days in ONE of the last 3 years
- Did not willfully fail to file required U.S. tax returns
- Need to file prior-year returns and foreign account reports to come into compliance
Includes:
- Preparation and filing of the last 3 late federal tax returns
- Foreign Earned Income Exclusion (Form 2555) and/or Foreign Tax Credit (Form 1116) for each year
- Two Additional Income Items Included per year
- Married Filing Jointly included when spouse has no significant separate income
- Includes one spousal income source from the Additional Income list per year
- Preparation and electronic filing of up to 6 years of FBAR (FinCEN Form 114)
- Form 14653 Streamlined Certification
Single-Year U.S. Expat Tax Return
Annual U.S. expat tax filing with professional preparation and electronic filing Learn more about DIY Software vs Professional Filing →
$429
Base Price
Includes:
- Federal Form 1040 preparation and electronic filing
- Foreign Earned Income Exclusion (Form 2555) and/or Foreign Tax Credit (Form 1116)
- Electronically filed federal extension (Form 4868), if needed
- One Additional Income Item Included (choose one):
- One Schedule C (Self-Employment Income)
- Capital gains reporting (up to 10 transactions)
- One Schedule E (Rental Property)
- Non-U.S. pension income
- Other non-U.S. non-wage income
- Married Filing Jointly included when spouse has no significant separate income
- Includes one spousal income source from the Additional Income list per year
Additional Services
Additional Income Items
$75 each (if not included in your base package)
- Self-employment (additional Schedule C) $75
- Investment capital gains/losses (over 10 transactions) $75
- Rental property (additional Schedule E) $75
- Other non-U.S. non-wage income $75
- Non-U.S. pension income $75
- Spousal joint filing additional income $75
- K-1 Partnership/Beneficiary Income $75
Financial Account Reporting
International account reporting add-ons
- Additional FBAR (per year) $85
- FATCA (Form 8938) $100
Additional Services You May Need
Common add-ons for special filings
- State tax return $160
- Amended return (Form 1040X) $175
- Form 1040NR (includes one U.S. W-2/1099, etc.) $525
- Form 8621 (PFIC income) (per form) $200
International Business Filings
International information returns
- Foreign Corporation Informational Return (Form 5471) $625
- Foreign Disregarded Entity (Form 8858) $625
- Foreign Partnership Informational Return (Form 8865) $800
Client Testimonial
“I am beyond elated to have found and worked with Independence Expat Tax. When I became an Expat, my old accountant in the USA told me I needed to find a different firm that specializes in foreign residency and business. At first, I could only find accountants that specialize in multinational corps and had outlandish minimum requirements. Then, miraculously I found Independence Expat Tax, and I could not be happier with their business. They know the ins-and-outs of the foreign-earned income exclusion and other ramifications of living abroad for individuals. They are also friendly, very helpful, and my accountant had spot-on retirement fund experience that saved me thousands. This is a seriously unique and much-needed service for us expats!”
— Naomi K.