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 Form 1040 and one Form 2555, Foreign Earned Income for Gross Income, with gross income less than $100K	Form 1040 and Form 2555	$475
U.S. Nonresident Alien Income Tax Return	Form 1040-NR	$500
U.S. Gift Tax Return	Form 709	$300
Annual Return To Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts	Form 3520	$450
Information Return of U.S. Persons With Respect To Certain Foreign Corporations	Form 5471	From $600
IRS Certificed 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
*Standard fee includes up to 10 itemized deduction activities and 10 interest/dividend/brokerage transactions total.
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U.S. Corporate and Other Entity Returns
U.S. Partnership Income Tax Return	Form 1065	From $800
U.S. Corporate Income Tax Return	Form 1120	From $800
U.S. Income Tax Return of a Foreign Corporation	Form 1120-F	From $1,200
U.S. S-Corporation Income Tax Return	Form 1120-S	From $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	$250 Per Form
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Additional Forms, Schedules, and Services
Report of Foreign Bank and Financial Accounts (FBAR)	FinCEN FBAR Form 114a	$100 for up to 3 accounts; $15 per account afterward
Statement of Specified Foreign Financial Assets (FATCA)	Form 8938	$100 for up to 3 accounts; $15 per account afterward
Sole Proprietorship / Self Employment (Need to review for complexity and/or carryover of attributes if we did not prepare your prior year return.  For example, fixed assets depreciation)	Schedule C	From $150 Per Business
Supplemental Income and Loss	Schedule E	From $150 Per Property
State Tax Return		From $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	From $300 Per Year
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Tax Consultation
Scheduled Consultation (billed in 30-minute increments) (The first half hour will be billed at $150)		$150 per hour
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Tax Consultation
Initial State of Washington Secretary of State filing (Includes: Application for Federal and State Employer ID Numbers S-Corporation Election if necessary One Hour of Business Consulting One Year of Registered Agent Servicce.		$850
Initial QuickBooks Chart of Accounts Setup for Desired Industry		$425
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* 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 Internal Revenue Code Section 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 also partner 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.