GenWealth Financial

Your Trusted Advisors

Plans & Pricing

“Price is what you pay, Value is what you get.” - Warren Buffett

At our firm, the value we provide—both personally and professionally—is evident in how we approach your needs. Unlike others, we don’t view your tax filing or other requests as one-off transactions. Instead, we see them as opportunities to build a relationship, understand your goals, and leverage our expertise to make a meaningful impact on your life and business.

Our pricing is flexible and tailored to your unique situation. When multiple services are involved, we adjust fees to ensure they align with your needs and budget. We’re committed to working with every client to find a solution that works for them. Once we’ve received all necessary information, we’ll agree on a fee before starting any work, ensuring transparency and peace of mind.

PERSONAL tAX rETURN pREPARation

Starting at $250

Preparation of Personal Return
50% of fee is due prior to start

business tax return preparation

Starting at $500

Preparation of Business Return
50% of fee is due prior to start

1099-C resolution

Starting at $497

Full 1099-C & Tax Return Review
Insolvency Calculations
Completion of Form 982
Form 1040-X (if needed)

essential expat tax package

$750

IRS form 1040
Foreign Earned Income Exclusion or Foreign Tax Credit
up to 2 Foreign Income Sources
For US Citizens abroad with simple income sources

expat full compliance package

$1,400

Everything in Essential
FBAR Filing (FINCEN 114)
FATCA Reporting (Form 8938)
Up to 4 Foreign Income Sources
30 Min Tax Planning Call

expat streamlined package (catch-up)

$2,500

3 Years of Prior US Tax Returns
Form 1040, 2555 or 1116, FBAR filings for 3 years
6 years of FBAR filings
IRS Streamlined Statement
Filing Guidance

Business entity setup

$175

Creation of Business Entity
Does not include state filing fee
Operating Agreement included

s-corp Election

$75

Legally setup your S-Corp

ein / tax id Setup