Pricing
Form 1040, U.S. Individual Income Tax Return.
Federal package
$500
★★★★★
Included in this package: 🗂️
The same applies to:
✅ Form 1040-NR, U.S. Nonresident Alien Income Tax Return Package
✅ Form 1040-X, Amended U.S. Individual Income Tax Return Package
Not Included in this package: 📂 See Additional Forms and Schedules below
Additional Forms and Schedules not included in the Federal package: 📂
U.S. Individual Income Tax Return + U.S. Nonresident Alien Income Tax Return (Form 1040 + Form 1040-NR)
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File this form for dual-status individuals, such as a nonresident who becomes a U.S. resident, or vice versa.
$650
The form name, number, and/or description may vary.
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Requirements to file are state-specific in terms of filing status, income thresholds, residency, domicile, employment, investments, or other sources of income taxable by the state.
$200
Child and Dependent Care Expenses
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If you paid someone to care for your child or other qualifying person so you (and your spouse if filing jointly) could work or look for work, you may be able to take the credit for child and dependent care expenses.
$50
Application for Change in Accounting Method
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File Form 3115 to request a change in either an overall accounting method or the accounting treatment of any item.
$450
Application for Automatic Extension of Time to File U.S. Individual Income Tax Return
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A U.S. citizen or resident files this form to request an automatic extension of time to file a U.S. individual income tax return.
$50
Information Return of U.S. Persons With Respect To Certain Foreign Corporations
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Filed by certain U.S. citizens and residents who are officers, directors, or shareholders in certain foreign corporations file Form 5471 and schedules to satisfy the reporting requirements of sections 6038 and 6046, and the related regulations.
$600
Information Return of a 25% Foreign-Owned U.S. Corp. or a Foreign Corp. Engaged in a U.S. Trade or Business
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Filed by Foreign-owned U.S. disregarded entities (Foreign-owned U.S. DEs.) to provide information required as a result of final regulations under section 6038A. (i.e. Foreign Owned LLC)
$300
Information Return of a 25% Foreign-Owned U.S. Corp. or a Foreign Corp. Engaged in a U.S. Trade or Business
(Dormant / Inactive)
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Filed by Foreign-owned U.S. disregarded entities (Foreign-owned U.S. DEs.) to provide information required as a result of final regulations under section 6038A. (i.e. Foreign Owned LLC)
$200
Information Return of U.S. Persons With Respect to Foreign Disregarded Entities (FDEs) and Foreign Branches (FBs)
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Certain U.S. persons that own a foreign disregarded entity (FDE) or foreign branch (FB) directly or, in certain circumstances, indirectly or constructively use this form and schedules to satisfy the reporting requirements of sections 6011, 6012, 6031, and 6038, and related regulations.
$350
Application for United States Residency Certification
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Use Form 8802 to request Form 6166, a letter of U.S. residency certification for purposes of claiming benefits under an income tax treaty or value added tax (VAT) exemption.
⚠️ You cannot use Form 6166 to substantiate that U.S. taxes were paid for purposes of claiming a foreign tax credit.
$100
(With distributions)
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
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A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) files Form 8621 if they:
✅ Receive certain direct or indirect distributions from a PFIC.
✅ Recognize a gain on a direct or indirect disposition of PFIC stock.
✅ Are reporting information with respect to a QEF or section 1296 mark-to-market election.
✅ Are making an election reportable in Part II of the form.
✅ Are required to file an annual report pursuant to section 1298(f).
$220
(Without distributions)
Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund
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A U.S. person that is a direct or indirect shareholder of a passive foreign investment company (PFIC) files Form 8621 if they:
✅ Receive certain direct or indirect distributions from a PFIC.
✅ Recognize a gain on a direct or indirect disposition of PFIC stock.
✅ Are reporting information with respect to a QEF or section 1296 mark-to-market election.
✅ Are making an election reportable in Part II of the form.
✅ Are required to file an annual report pursuant to section 1298(f).
$140
Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)
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Taxpayers use this form to make the treaty-based return position disclosure required by Internal Revenue Code section 6114. Dual-resident taxpayers use this form to make the treaty-based return position disclosure required by Regulations section 301.7701(b)-7.
$80
Initial and Annual Expatriation Statement
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Expatriation tax provisions apply to U.S. citizens who have relinquished their citizenship and long-term residents who have ended their residency (expatriated). Form 8854 is used by individuals who have expatriated on or after June 4, 2004.
$300
Return of U.S. Persons With Respect to Certain Foreign Partnerships
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A U.S. person files Form 8865 to report the information required under:
✅ Section 6038 (reporting with respect to controlled foreign partnerships).
✅ Section 6038B (reporting of transfers to foreign partnerships).
✅ Section 6046A (reporting of acquisitions, dispositions, and changes in foreign partnership interests).
$375
Statement of Specified Foreign Financial Assets
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Specified Individual use Form 8938 to report your specified foreign financial assets if the total value of all the specified foreign financial assets in which you have an interest is more than the appropriate reporting threshold. More details here
For the first 5 accounts or assets for the Taxpayer or Spouse
$100
Statement of Specified Foreign Financial Assets
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Specified Individual use Form 8938 to report your specified foreign financial assets if the total value of all the specified foreign financial assets in which you have an interest is more than the appropriate reporting threshold. More details here
For every additional account or asset for the Taxpayer or Spouse after the first five.
$20
U.S. Shareholder Calculation of Global Intangible Low-Taxed Income (GILTI)
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U.S. shareholders of controlled foreign corporations use Form 8992 and Schedule A to figure their global intangible low-taxed income inclusions under section 951A and its related regulations.
$700
Interest and Ordinary Dividends
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Use Schedule B to
✅ Report Interest and/or dividend income.
✅ Inform they had a foreign account
✅ Inform they received a distribution from, or were a grantor of, or a transferor to, a foreign trust.
Each interest/dividend entry
$5
Profit or Loss from Business (Sole Proprietorship)
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Use Schedule C to report income or loss from a business you operated or a profession you practiced as a sole proprietor.
An activity qualifies as a business if:
✅ Your primary purpose for engaging in the activity is for income or profit.
✅ You are involved in the activity with continuity and regularity.
Each sole proprietorship or business activity
$100
Capital Gains and Losses
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Use Schedule D to report:
✅ The sale or exchange of a capital asset not reported on another form or schedule.
✅ Gains from involuntary conversions (other than from casualty or theft) of capital assets not held for business or profit.
✅ Capital gain distributions not reported directly on Form 1040 (or effectively connected capital gain distributions not reported directly on Form 1040-NR).
✅ Nonbusiness bad debts.
Each account transaction
$5
Supplemental Income and Loss
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Use Schedule E to report income or loss from:
✅ Rental real estate
✅ Royalties
✅ Partnerships
✅ S corporations
✅ Estates
✅ Trusts, and
✅ Residual interests in real estate mortgage investment conduits (REMICs).
Each source of Supplemental Income and Loss
$80
Profit or Loss From Farming
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Use Schedule F to report farm income and expenses.
$150
Application for IRS Individual Taxpayer Identification Number (ITIN)
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"Filed by individuals to:
✅ Apply for a new ITIN.
✅ Renew an ITIN."
For clients applying in person, by mail or by private delivery services.
$150
Partner’s Share of Income, Deductions, Credits, etc.
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Although the partnership isn't subject to income tax, the partners are liable for tax on their shares of the partnership income, whether or not distributed, and must include their shares on their tax returns. Schedule K-1 shows each partner's separate share.
Each Schedule K-1
$50
K-2 Partners’ Distributive Share Items – International
K-3 Partner’s Share of Income, Deductions, Credits, etc- International
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Schedule K-2 is an extension of Schedule K of the Form 8865 and is used to report items of international tax relevance from the operation of a partnership.
Schedule K-3 is an extension of Schedule K-1 (Form 8865) and is generally used to report the share of the items reported on Schedule K-2.
The information reported on Schedule K-3 is used to report information on a partner’s tax or information returns.