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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.

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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 Income Tax Return Preparation

    250$
    Prices starting at $250. 50% of fee is due prior to start unless fee is taken from refund. Balance is due when draft is provided. Final copy and e-filing are provided once balance is paid in full.
     

    • Business Tax Return Preparation

      500$
      Prices starting at $500. 50% of fee is due prior to start. Balance is due when draft is provided. Final copy and e-filing are provided once balance is paid in full.
       

      • Business Entity Setup & Formation

        175$
        Doesn't include state filing fee (varies by state)
         

        • Essential Expat Tax Package

          750$
          Perfect for U.S. citizens abroad with simple income sources.
           
          • ✅ IRS Form 1040
          • ✅ Foreign Earned Income Exclusion or Foreign Tax Credit
          • ✅ Up to 2 Foreign Income Sources
          • ✅ Email Support

        • Expat Full Compliance Package

          1,400$
          Ideal for clients with multiple income sources or foreign accounts. (Foreign income sources may include employment, self-employment, rental income, or pensions.)
           
          • ✅ Everything in the Essential Package
          • ✅ FBAR Filing (FinCEN 114)
          • ✅ FATCA Reporting (Form 8938 - if required)
          • ✅ Up to 4 Foreign Income Sources
          • ✅ 30-minute Tax Planning Call

        • Streamlined Filing Package (Catch-Up)

          2,500$
          For U.S. citizens abroad who haven’t filed in years but want to become compliant under the IRS Streamlined Procedures.
           
          • ✅ 3 Years of Prior U.S. Tax Returns
          • ✅ Includes Form 1040, 2555 or 1116, FBAR filings for 3 years
          • ✅ 6 Years of FBAR Filings
          • ✅ Preparation of IRS Streamlined Statement
          • ✅ Filing Guidance for Safe IRS Submission

        • S-Corp Election

          75$
          Legally setup your S-Corp to keep you compliant with the IRS
           

          • EIN / Tax ID Number Setup

            75$
            Setup your EIN for your business. This is needed for opening business bank accounts, filing taxes, establishing business credit, and more.
             

            • New QuickBooks Setup

              300$
              Setup your Quickbooks account for your new business
               
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