Services

Tax Services

We provide tax services based on up-front, fixed pricing.  Accordingly, you can accurately budget for your tax services.

 

The needs of our clients have always been our first priority, and every client gets our professional best. We focus on understanding each client’s business and underlining unique circumstances.  Our services are performed accurately and on time, guaranteed.

 

Referral Rewards!

 

For every referral you make, we will provide you with a $25 tax preparation credit, to be used to offset your next service fee billing.  It’s that simple!  If your next service billing will not occur for an extended period of time (typically more than one year), we will send you a $25 gift card.

 

Comparing Our Service Fees to Other Providers?
Please make sure to check the details.  Most tax service providers have ‘quoted’ prices for their service that increases with each form and schedule that you need.  Unlike our competitors, which leave you open to undisclosed fees and a huge bill at the end of the process, our pricing includes all standard forms and schedules.  For clients that have more complex tax situations – such as those with multiple rental properties or own certain foreign companies – additional forms and schedules may be needed. We will make certain that you are aware of special filing needs and pricing up front…  No unexpected billings!

 

Individual Tax Returns
    U.S.Federal Tax Return  Form 1040  $325
    U.S.Federal Expatriate Tax Return (Includes one Form 2555 – Foreign Earned Income)  Form 1040  $425
    U.S. Federal Expatriate Tax Return (Gross Income  $100K)  Form 1040  $500
    U.S. Federal Expatriate Tax Return (Simple: Qualifies for
Forms 2555-EZ and 1040-EZ)
 Form 1040  $375
    U.S. Nonresident Alien Income Tax Return  Form 1040NR  $500
       (Standard fee includes up to 10 itemized deduction activities and 10 interest / dividend / brokerage transactions).
 .
 Additional Forms, Schedules, and Services
     Report of Foreign Bank and Financial Accounts (FBAR)
After 3 accounts, $15 per account
FinCEN FBAR Form 114  $100
     Statement of Specified Foreign Financial Assets (FATCA)
After 3 accounts, $15 per account
Form 8938  $125
     Sole Proprietorship / Self Employment
(Need to review for complexity and/or carryover of attributes if we did not prepare prior year return i.e. fixed assets depreciation)
Schedule C  Starting at $125 Per Business
     Supplemental Income and Loss Schedule E  Starting at $150 Per Property
     State Tax Return  Starting at $150 Per State
     Review of Prior Year Individual Tax Return  $75 (Free for Current Year Tax Return Client)
     U.S. Federal Amended Return  Form 1040-X  Starting at $250 Per Year
     U.S. Gift Tax Return  Form 709  $300
     Annual Return To Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts  Form 3520  $500
    IRS Certified Acceptance Agent Services – Application or Renewal – Application for IRS Individual Taxpayer Identification Number and Certificate of Accuracy for IRS Individual Taxpayer Identification Number  Forms W-7 and W-7 (COA)  $250 (Primary and Spouse Only in the Same Appointment) ($75 for Current Year Tax Return Client); $50 Per Additional Dependent in the Same Appointment as Primary and Spouse
 .
 U.S. Corporate and Other Entity Returns
     U.S. Corporate Income Tax Return  Form 1120  $800
     U.S. S-Corporation Income Tax Return  Form 1120-S  $800
     U.S. Partnership Income Tax Return  Form 1065  $800
     Information Return of a 25% Foreign-Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business  Form 5472  $150 Per Form
 .
 Tax Consultation
     Scheduled Consultation [billed in 30-minute increments]
Note: The first half hour will be billed at $150 (except for phone
consultation)
 $150/hour
 .
 Incorporation/LLC Formation
Initial State of Washington Secretary of State filing
Obtaining Federal and State Employer ID numbers
S-Corporation Election if necessary
Two Hours of Business Consulting, including One Year of Registered Agent service.
 $850
Initial QuickBooks Chart of Accounts Setup for Desired Industry, including Two Hours of Training  $425
 .
 * Reimbursement for USPS priority mail/certified mail/return receipt and/or UPS/FedEx/DHL delivery services for IRS’s timely mailed-timely filed rule under IRC Sec. 7502

 

Services listed are not all-inclusive. Please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

 

The tax service fees listed above are based on standard tax and information returns. We ultimately charge based on the complexity of work involved. Accordingly, if your tax situation is significantly more complex than a typical filer, we may need to adjust the fees we charge for your service. Any tax service fee must be agreed to, up-front, in the service engagement letter, signed by both parties.

 

We are also partnered with a CPA firm in Hong Kong to serve our Asia-based clients. Please contact us if you need assistance with Hong Kong tax return preparation.