Pricing

One low, flat price. No hidden fees. Ever.

Most people put off catching up because they're afraid of what it will cost. So here's every price we charge, on one page. Work out your total below; that's the price you'll pay.

Choose your package Tap one to see what’s included.

Streamlined package · With FBARs

$1,399flat, one time

3tax returns6FBARs

For you if your foreign accounts added up to more than $10,000 at any point in a year.

  • Your Form 14653 and non-willful statement, written with you
  • Foreign income exclusion or tax credit (Forms 2555 / 1116)
  • FBARs e-filed for you
  • Form 8938, when you need it
  • Your filing package, ready to print, sign and mail
Streamlined package · Without FBARs

$1,099flat, one time

3tax returns0FBARs

For you if your foreign accounts never added up to more than $10,000.

  • Your Form 14653 and non-willful statement, written with you
  • Foreign income exclusion or tax credit (Forms 2555 / 1116)
  • No FBARs needed
  • Your filing package, ready to print, sign and mail
Renunciation package

$2,499flat, one time

6tax returns6FBARs

For you if you’re giving up U.S. citizenship and need to show five years of compliance.

  • 5 years of tax returns, so you can certify compliance on Form 8854
  • Your final dual-status return for the year you renounce
  • 6 years of FBARs, e-filed for you
  • Form 8854, the expatriation statement
  • A check of the covered expatriate tests
More about renouncing →
  • No hidden fees. The price on this page is the price you pay.
  • No hourly billing. Questions and emails never add to your bill.
  • You never pay the IRS through us. Any tax goes straight to them.

Price calculator

PFIC (Form 8621)$100/fund/yearfunds

    Always included at no charge: your free review, unlimited emails and questions, and e-filing your FBARs.

    Your total$1,399
    See if I qualify

    Only if your situation needs them

    Priced per tax year. Most clients need none, or just one.

    • Self-employed or freelanceSchedule C$100/year
    • Rental incomeSchedule E$100/year
    • Foreign companyForm 5471$500/year
    • Foreign trust or large giftForms 3520 / 3520-A$400/year
    • State returnIf a state still counts you as a resident$125/year
    • Foreign mutual funds or ETFsPFIC, Form 8621$100/fund/year

    Prices cover a Streamlined filing: 3 years of returns and, with FBARs, 6 years of FBARs. Any U.S. tax and interest owed is paid directly to the IRS and isn't part of our fee. If your situation needs something not listed here, we quote it before starting, and you can say no.

    Living in the U.S.? Streamlined Domestic.

    For people living in the U.S. who didn't report foreign accounts, or the income from them, on returns they filed. One flat fee for the whole filing.

    Streamlined Domestic package · In the U.S.

    $1,999flat, one time

    3amended returns6FBARs

    For you if you live in the U.S. and didn’t report foreign accounts, or the income from them, on returns you filed.

    • Form 14654 and your non-willful statement, written with you
    • 3 amended returns, with any information returns that were missing
    • 6 FBARs, e-filed for you
    • The 5% penalty base, worked out with you
    • Your filing package, ready to print, sign and mail
    More about Streamlined Domestic →

    Our fee only. Any tax, interest and the 5% penalty are paid directly to the IRS and aren't part of our fee. If your situation needs something not listed here, we quote it before starting, and you can say no.

    What's included in every package

    A free consultationWe confirm which IRS procedure fits and which years you'd file, before you pay anything.
    Every return, preparedThree years of federal returns, with the exclusion or foreign tax credit that keeps your U.S. tax lowest.
    Your non-willful statementWritten with you, in plain English, for Form 14653 (Form 14654 if you live in the U.S.).
    FBARs, e-filedSix years, with balances converted at the Treasury's rates (in the package with FBARs).
    Questions answeredEmails and questions while we work on your filing never add to your bill.
    Your filing packageWe assemble everything. You review it and pay, then print, sign and mail it.

    Only FBARs missing? Late FBARs.

    For people who filed their U.S. returns with all their income on them, but never filed FBARs. One flat fee for the last six years.

    Late FBARs package · Delinquent FBAR procedures

    $499flat, one time

    6FBARs1statement

    For you if your U.S. returns are filed with all your income on them, and only the FBARs are missing.

    • FBARs for the last six years, e-filed with FinCEN for you
    • Each account’s highest balance, converted at the Treasury’s rates
    • Your statement explaining why the FBARs are late, written with you
    • Help tracking down statements you can’t find
    More about late FBARs →

    FBARs are free to file with FinCEN, so there’s no government fee. If some of the income wasn’t reported, it’s a Streamlined package instead. If your situation needs something not listed here, we quote it before starting, and you can say no.

    What you'll never pay for

    • The consultation. It's free, with no obligation.
    • Hourly time, phone calls or emails.
    • Anything you didn't agree to first.
    • A share of your savings. Our fee is never based on the result.

    Any U.S. tax and interest you owe is paid directly to the IRS, not to us. Many expats owe little or nothing once credits are applied, and we'll estimate it for you before you commit.

    Pricing questions

    Does the price include any tax I owe the IRS?

    No. Our fee covers preparing everything and e-filing your FBARs. Any tax and interest due is paid straight to the IRS, and so is the 5% penalty under Streamlined Domestic. For many expats the tax is little or nothing, and we'll estimate it during the free consultation.

    Which package do I need?

    If your foreign accounts (bank, savings, pension, investments) ever added up to more than $10,000 at once during the last six years, you need FBARs, so the $1,399 package. If they never did, the $1,099 package covers you. Check with the FBAR calculator. Living in the U.S., with your returns already filed? Then it's the Streamlined Domestic package, $1,999. Returns all filed with your income on them, and only the FBARs missing? Then it's the late FBARs package, $499.

    What are the add-ons for?

    Only for specific situations: owning part of a foreign company (Form 5471), a foreign trust or large foreign gift (Forms 3520 / 3520-A), foreign mutual funds or ETFs (PFIC, priced per fund, per year), self-employment (Schedule C), rental income (Schedule E), or a state that still treats you as a resident. They're priced per tax year, so you only pay for the years that need them.

    Will the price change once you start?

    Not without your OK. You know the full price before any work starts. If we find something new that would add work, we tell you first and you decide.

    How much does renunciation cost?

    $2,499 flat for the renunciation package: 5 years of tax returns plus your final dual-status return for the year you renounce, 6 years of FBARs and Form 8854. The State Department’s consulate fee is separate and paid to them. More on renouncing.

    What if I need voluntary disclosure or something not listed?

    We'll quote it once we've reviewed your situation. You'll know the full price before deciding.

    Know your price? Let's get you caught up.

    Answer 3 quick questions and our tax team will confirm your package and price.

    See if I qualify →