FBAR / FinCEN 114
From USD 85 / year
Tiered pricing:
- 1–8 accounts: USD 85
- 9–16 accounts: USD 120
- 17+ accounts: USD 150
Includes: account schedule reconciliation, official Treasury exchange rates, BSA E-Filing submission & official receipt.
Services
Specialist tax forms or a complete return—choose the scope you need
Engage us for one difficult form, or choose complete Form 1040 preparation for your federal individual income tax return. We confirm the project scope, deliverables, and price before work begins.
Services and pricing
Know the scope and price before work begins
Prices below apply per tax year. Work outside the stated fixed-price scope is quoted before it begins.
PFIC / Form 8621
USD 250 / form
Includes:
- PFIC applicability analysis
- §1291 or applicable §1296 calculation
- One Form 8621
- Necessary calculation workpapers
- Form 1040 integration guidance
Each fee covers one PFIC for one tax year. Missing historical records or multi-year reconstruction quoted separately.
Foreign gift / Form 3520
USD 300 / form
Includes:
- Confirmation of facts and filing scope
- One applicable Form 3520
- Necessary statements and delivery notes
Applies to clearly documented gifts or inheritances from foreign individuals. Foreign trusts and penalty defense quoted separately.
Complete return / Form 1040
From USD 500 / year
Includes:
- One Form 1040
- Routine federal schedules confirmed in the quote
- Client review of the completed return
- Agreed delivery or filing arrangements
Standalone international forms (FBAR, 8621, 3520) added as needed without unapproved fees.
Other international tax projects
Quote after assessment
We can assess:
- Form 8938 and foreign accounts
- Foreign pensions and rental property
- Streamlined delinquent filings
- Amended returns and multi-year compliance
Free Self-Service Calculators
Free & private
Client-side zero storage:
- Form 8949 Generator: wash sales & basis
- FTC Carryover Tracker: 10-year credit
- Schedule E Rental Calculator: passive loss & QBI
- Explore all free tools →
Engagement options
Standalone service or complete return
| Standalone service | Complete return | |
|---|---|---|
| Best for | One difficult form or calculation | A coordinated complete Form 1040 |
| Included work | Specified form, calculation, and integration notes | Form 1040 and confirmed schedules |
| Other filings | Completed by the client or existing preparer | May be added by separate quote |
| Price | Priced by form | Starting at USD 500 |
| Final delivery | Specialist files and workpapers | Complete federal return package |
A standalone service includes only the work listed in the quote. It is not a comprehensive review of the complete Form 1040 or unlisted filing obligations.
CPAs, EAs, and other return preparers who already manage the complete return may also engage us only for a specialist calculation or form. Learn about practitioner collaboration.
Project process
From basic facts to review and delivery
01 · Submit the basic facts
Tell us the tax year, possible forms, countries, number of funds or transactions, and whether you already have a primary return preparer.
02 · Confirm the scope
We determine whether a standalone service or complete return fits, then confirm the required information, expected timing, deliverables, and price.
03 · Preparation and questions
Preparation begins after we receive the required information. If information is missing or additional work appears necessary, we confirm it with you first.
04 · Review and delivery
We deliver the completed work for client review. After the facts and amounts are confirmed, integration or filing follows the agreed arrangement.
Service scope notice
Before each project begins, we confirm the tax year, service scope, deliverables, price, and exclusions in writing. Clients should provide complete and accurate information and review returns before filing. Website content and preliminary enquiries are not tax advice for any person’s specific circumstances; formal services begin only after the project is accepted and the written engagement is confirmed.
FAQ
Four common questions before you begin
Can I engage you for only one Form 8621 or Form 3520?
Yes. A standalone service does not require complete Form 1040 preparation. We also provide the necessary main-return integration guidance.
Does the Form 1040 price include international information returns?
Not automatically. Forms 8621, 3520, 8938, FBAR, and other international filings are confirmed and priced according to the actual facts.
When does the stated fixed price not apply?
If the actual project falls outside the fixed-price scope—for example, because records are missing, transactions are complex, multiple years are involved, or there is a foreign trust or late filing—we explain the revised scope and price before continuing.
I already have a CPA, EA, or primary preparer. Can I still purchase a standalone service?
Yes. We can deliver the agreed form, workpapers, and integration notes for your primary preparer to incorporate into the complete return.
Start a project
Tell us what you need to complete.
Begin with the basic facts. We confirm scope, information needs, timing, and price before accepting the project.