Competitive Flat Fees

Flat Fee Packages

We offer competitive flat fee packages with flexible options for expatriate US tax returns, FBAR, and FATCA preparation. You will be supported by Jensen Leung, our Managing Director, and benefit from his trusted experience of over 20 years in consulting with Big 4 accounting firms and global mobility leadership with Fortune 500 companies.

Standard
USD350
Typical expats with basic investment income and itemized deductions.
Recommended for (1) expats with compensation of up to $102k pa and (2) expats in the Middle East
Interest and dividends
Business income
Other income
Moving expenses and itemized deductions
Foreign earned income exclusion: Either spouse
Foreign tax credit
Health coverage exemption
Child tax credit
Kiddie tax
Alternative minimum tax
Estimated tax
State tax return
Financial reporting
Basic consultation
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Standard+
USD420
Typical expats with basic investment income and itemized deductions.
Recommended for expats who incurred foreign tax liabilities and whose compensation is above $102k pa
Interest and dividends
Business income
Other income
Moving expenses and itemized deductions
Foreign earned income exclusion: Either spouse
Foreign tax credit: For earned income of either spouse
Health coverage exemption
Child tax credit
Kiddie tax
Alternative minimum tax
Estimated tax
State tax return
Financial reporting
Basic consultation
Request Quotation or Appointment
Moderate
USD750
Expats with more diverse investments and itemized deductions.
Recommended for (1) expats with higher compensation and (2) expats with dual-earner family
More diverse interest, dividends, and capital gain transactions
Business income
Rental property and related forms
Moving expenses and itemized deductions with selected forms
Foreign earned income exclusion: Both spouses
Foreign tax credit: For earned income of both spouses
Health coverage exemption
Child tax credit, child care expenses, education credits, tuition and fees deductions
Kiddie tax
Alternative minimum tax
Estimated tax
1 state tax return
Financial reporting
Basic consultation
Request Quotation or Appointment
Complex
USD1,400
Expats with more sophisticated income sources, investments, and expenses.
Recommended for (1) expat with various types of business income, (2) expats with extensive investments/deductions, (3) expats with interest in foreign financial accounts and/or assets, and (4) expats with nonresident alien spouses
More extensive interest, dividends, and capital gain transactions
Sole proprietorship, S-corp, partnership and related forms
Rental properties and related forms
Moving expenses and itemized deductions with most related forms
Foreign earned income exclusion: Both spouses
Foreign tax credit: For earned and passive income of both spouses
Health coverage exemption
Child tax credit, child care expenses, education credits, tuition and fees deductions, qualified plan (e.g. IRAs) related forms, health savings accounts
Kiddie tax
Alternative minimum tax, , net investment income tax, additional medicare tax
Estimated tax
2 state tax returns
FinCEN 114 (FBAR)
MFS/MFJ analysis, §7701(b)(4) and §6013(g)/(h) elections, treaty based return position
Basic consultation
Request Quotation or Appointment

Only major forms are listed for easy reference. Fees are denominated in USD. Full details and complete fee schedule will be provided with fee quote. Addition forms can be prepared at prevailing rates with each package.